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

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6 • 592 Ratings

🗓️ 3 October 2023

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Kyle: Twitter | Website Connect with Dede: LinkedIn | Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.9	You have to go back to what really matters.
0:05.1	What matters is that you're able to grow earnings by at least 15% year-on-year
0:09.8	for 10 years.
0:10.9	You're at low multiples and you're improving your businesses.
0:13.9	Of course, being founder-led, having an owner-oriented mentality would be a key factor there.
0:19.7	But it's not about the founder-led, it's about the fact that you have good business and
0:23.7	made your business better and you grew over time.
0:26.5	On today's episode, I chat with Dede E.E. San.
0:30.0	Dei is a chief investment officer of Jenga investment partners.
0:33.8	I first heard of Dadee when I came across his book, Global Outperformers. I researched it extensively,
0:39.5	and I came away with a lot of takeaways. Most books and research I've come across, which
0:43.9	discuss high-performing stocks, deal only with Western countries. What stood out to me about
0:48.4	Dayday study was the breadth of multi-baggers out there when you simply expand your geography.
0:53.8	One of my favorite insights from this conversation was the power of small businesses.
0:58.1	Dei cut his 10-baggers off at a minimum of 50 million in market cap to start off with.
1:03.3	But he told me if he removed that restriction, the amount of 10-baggers would go up substantially,
1:08.0	almost doubling the sample size.
1:10.3	On today's episode, we'll discuss the importance of diversifying geographical investment
1:14.6	knowledge for discovering new opportunities and achieving multi-bagger returns, the role of
1:19.8	margin expansion in micro and nano-caback stocks, strategies for identifying multi-baggers in
1:24.8	turnaround in cyclical sectors, the value of understanding
	...

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