Millennial Investing - The Investor’s Podcast Network

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

Oct 3, 2023

01:00:03

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"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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Quick takeaways

Geographical diversification is crucial for discovering new investment opportunities and achieving multi-bagger returns.

Margin expansion plays a crucial role in driving stock performance by factors such as volume growth and reduction in sales from less profitable products.

Successful outperformers often exhibit consistent earnings growth, low multiples, and strong management teams, emphasizing the importance of profitability and sustained improvement.

Deep dives

Key Insight 1: Importance of Geographical Diversification and Small Businesses

Geographical diversification is crucial for discovering new investment opportunities and achieving multi-bagger returns. Expanding beyond Western countries reveals a breadth of potential multi-baggers. Small businesses, even with market caps under $50 million, have proven to be significant outperformers, with removing the market cap restriction doubling the number of 10-baggers.

Characteristics of Businesses with 10x Returns in Two Consecutive Decades

03:10

Building a Mode in the Industry and Driving Volume Growth

03:02

Exploring Value Chains and Future Opportunities

01:33

Introduction

2min

Research Project on Business Outperformers

13min

The Importance of Management Teams When Investing in Foreign Countries

5min

Contemporary art outperforms S&P 500; Investment styles and industry predictability

4min

Characteristics of Businesses with Exceptional Returns

15min

Building a Mode in the Industry and Driving Volume Growth

3min

Analyzing Profitability and Competitive Advantage

16min

Avoiding Underperforming Companies and the Importance of Earnings Growth

5min

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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Millennial Investing - The Investor’s Podcast Network

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

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Key Insight 1: Importance of Geographical Diversification and Small Businesses

Key Insight 2: Margin Expansion and Identifying Growth Opportunities

Key Insight 3: Importance of Management and Understanding Market Dynamics

Characteristics of Outperformers

Avoiding Underperformers

Characteristics of Businesses with 10x Returns in Two Consecutive Decades

Building a Mode in the Industry and Driving Volume Growth

Exploring Value Chains and Future Opportunities

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

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& Export

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podcast player

Discover
highlights

Millennial Investing - The Investor’s Podcast Network

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

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Key Insight 1: Importance of Geographical Diversification and Small Businesses

Key Insight 2: Margin Expansion and Identifying Growth Opportunities

Key Insight 3: Importance of Management and Understanding Market Dynamics

Characteristics of Outperformers

Avoiding Underperformers

Characteristics of Businesses with 10x Returns in Two Consecutive Decades

Building a Mode in the Industry and Driving Volume Growth

Exploring Value Chains and Future Opportunities

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