Exploring Value Chains and Future Opportunities

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The author discusses their interest in value chains and mentions solar, lithium, and semiconductor industries as areas they are currently exploring. They note the fluctuations in the solar market and anticipate a potential bounce back. They also highlight the importance of the semiconductor industry and its impact on the future. The author expresses their focus on understanding and identifying potential beneficiaries of technological advancements, particularly in AI. They mention Taiwan and South Korea as potential areas for cost improvements in the value chain. Overall, the author's current interests lie in researching and analyzing various segments of value chains.

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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