Kyle talks to Dede Eyesan about investing outside of your home country, researching to improve your knowledge, interesting businesses in China, India, and Japan, monopoly businesses, identifying outperformers, and iGaming and IT consulting industries.

Dede Eyesan is the CIO of Jenga IP, a global fund that invests in public & private companies. They own businesses in countries like China, Finland, France, Australia, Kazakhstan, Mexico, Sweden, & the USA. Eyesan wrote "Global Outperformers", a book highlighting topperforming companies with a 1,000% return in 10 years.

IN THIS EPISODE YOU’LL LEARN:
0:00:00 Intro
0:00:54 The primary reasons for China’s lower shareholder returns
0:09:00 Why uncertainty can punish a business’s valuation
0:12:07 Insights into Indian markets, governance issues, and regulation
0:13:32 Potential value chains in India that Dede finds interesting
0:14:16 Why consumer electronics is interesting in India but not a good business model in most other geographies
0:23:06 Why monopolies like Airports of Thailand and Texas Pacific Land Corporation made good investments
0:25:01 The importance of good economics and competitive advantage in finding outperformed
0:32:02 Insights into two South African companies that are still high quality in Karooooo and Naspers
0:32:37 Evolution Ab’s competitive advantage and growth forecast
0:033:37 Why iGaming has low barriers to entry but high barriers to success
0:40:31 Dede’s outlook on his latest acquisition, GoFore, and why he likes IT consulting

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