The Intrinsic Value Podcast - The Investor’s Podcast Network

MI296: Epic Lessons From A Decade Of 10-Baggers w/ Dede Eyesan

103 snips
Oct 3, 2023
Guest
Dede Eyesan
"MI296: Epic Lessons From A Decade Of 10-Baggers w/ Dede Eyesan". In this episode, Dede Eyesan discusses the importance of diversifying geographical investment knowledge and achieving multibagger returns. They highlight strategies for identifying multibaggers in turnaround and cyclical sectors, underscore the value of understanding the Indian markets, and reveal the untapped potential of seemingly mundane multibagger stocks.
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INSIGHT

Small Caps Drive A Large Share Of Winners

  • Nano-cap stocks produced a disproportionate share of 10-baggers in the dataset. 67% of outperformers came from companies under $50M market cap despite being 47% of the universe.
ADVICE

Hunt For Sustainable Margin Expansion

  • Screen for margin expansion drivers: volume on fixed costs, pricing power, and cutting low-margin lines. Investigate sustainability of price moves and whether margin gains are internally controllable.
ADVICE

Find Product Shifts That Boost Margins

  • Look for companies that shifted into higher-margin products or services. Verify first-mover advantage and subsidy or structural support that sustains higher margins.
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