We Study Billionaires - The Investor’s Podcast Network

TIP605: Untangling Global Outperformers w/ Dede Eyesan

13 snips
Feb 4, 2024
Guest
Dede Eyesan
Dede Eyesan, Chief Investment Officer of Jenga Investment Partners and author of "Global Outperformers," shares insights on global investments. He discusses the intriguing business landscapes of China, India, and Japan, highlighting which sectors may lead to the next big outperformers. Listeners will learn about the advantages of monopolistic enterprises and the importance of competitive edges. Eyesan also delves into the iGaming industry and the unique challenges of investing in Indian markets, providing valuable takeaways for potential investors.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ADVICE

Indian Governance

  • Prioritize quality when investing in India due to governance risks and potential frauds.
  • Assess management, employees, and customer relationships thoroughly.
INSIGHT

India's necessities

  • India's low GDP per capita and growth potential make consumer electronics a promising investment area.
  • Focus on retailers, especially regional players, who are better positioned to serve rural markets.
ADVICE

Identifying Outperformers

  • Finding outperformers is less about identification and more about holding through volatility and negative news.
  • Invest within your circle of competence, focusing on businesses with strong moats or natural monopolies.
Get the Snipd Podcast app to discover more snips from this episode
Get the app