Hey Guys! This week’s topic is about global outperformers and our guest Dede Eyesan is here to share his knowledge. Last year, Dede published a book titled Global Outperformers, where he studied listed companies that returned more than 1,000% in 10 years. Throughout this episode we get to know who Dede Eyesan is, the process of researching 10 baggers, what are some similarities 10 baggers share between themselves, the differences between a profitable vs an unprofitable 10 bagger, differences between geographies and how we should implement the lessons learned.
Make sure to follow Dede on Twitter. Here is the time stamp below:
- [0:00] Who is Dede Eyesan?
- [6:00] Researching Companies that are 10 baggers.
- [8:00] Factor Analysis on 10 baggers.
- [16:00] Unprofitable Companies vs Profitable Companies
- [20:00] Results of Market Cap vs Returns
- [23:00] Returns and Geography: India
- [35:00] Chinese Outperformers
- [45:00] Japanese Outperformers
- [55:00] Swedish Outperformers
- [1:01:00] Implementing the Lessons Learned
- [1:15:00] More from Dede and Closing Questions
Finally, a big thanks to the following sponsors for making the podcast a reality!
Mitimco
This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.
For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!
Tegus
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TIKR
TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive
