This podcast interviews Dede Eyesan, CIO of Jenga Investment Partners, about his research on global outperforming stocks (1000%+ returns in a decade), detailed in his book "Global Outperformers." The discussion covers key characteristics of these companies, including margin expansion driven by volume growth, pricing power, and product shifts; the importance of understanding local markets (like India's significant representation in his study); and strategies for identifying multibaggers in various sectors (turnarounds, cyclicals). Eyesan emphasizes the value of focusing on consistent earnings growth (at least 15% year-on-year for 10 years) and low valuations, rather than solely on factors like founder-led businesses. Listeners gain insights into identifying potentially high-growth companies by analyzing margin expansion opportunities and understanding the specific dynamics of different industries and geographic markets.
