Avoiding Underperforming Companies and the Importance of Earnings Growth

Learn about the characteristics of underperforming companies, the importance of vetting investment ideas, and the mistakes investors make when looking at outperformers. Discover the significance of earnings growth in investment decisions and find out where to connect with the guest for more research insights.

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Kyle Grieve chats with Dede Eyesan about the importance of diversifying geographical investment knowledge for discovering new opportunities and achieving multibagger returns, while also highlighting the role of margin expansion in micro and nanocap stocks. Dede further explores strategies for identifying multibaggers in turnaround and cyclical sectors, underscores the value of understanding the Indian markets, revealing the untapped potential of seemingly mundane multibagger stocks, and much, much more!

Dede Eyesan is the Chief Investment Officer of Jenga Investment Partners (IP). Jenga IP is a fund specializing in allocating capital to public and private companies in any country in the entire world. They own businesses in countries such as Poland, China, Mexico, U.S., Australia, Sweden, Kazakhstan, and France.

IN THIS EPISODE, YOU’LL LEARN:

00:0 - Intro.

06:19 - Why searching for margin expansion is integral in finding multibaggers.

12:06 - The importance of expanding your geographical circle of competence.

35:55 - The magical effects of micro and nanocaps on 10-baggers.

49:24 - How to find multibaggers in turnarounds and cyclicals.

56:53 - Why Indian markets are worth understanding.

60:16 - The prevalence of “boring” multibaggers.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Jenga Investment Partners Global Outperformers.
Alta Fox Capital The Makings Of A Multibagger.
Chris Mayer’s 100-Baggers.
Thomas Phelps 100-To-1 In The Stock Market.

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Connect with Dede: LinkedIn | Website | Twitter

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