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 top-performing 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 🤝 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members: https://theinvestorspodcast.com/mastermind 📈 Learn to invest like legend investors do — from the company that has interviewed them. Use YOUTUBE15 to get 15% off! https://theinvestorspodcast.podia.com/how-to-get-started-with-stocks 💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE https://www.theinvestorspodcast.com/tip-finance/ ▶️ RELATED EPISODES: - EPIC Lessons From Companies That Returned 1,000% in 10 Years w/ Dede Eyesan: https://youtu.be/Lpnts-hrCec - Evolution AB Stock Deep Dive | Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve: https://youtu.be/99kuCMDxmGQ - 100 Baggers: Stocks that Return 100-1 w/ Chris Mayer: https://youtu.be/ScZdenQbd8A 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP 🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/episodes/untangling-global-outperformers-with-dede-eyesan/ 💡 OTHER RESOURCES - Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a 14-day free trial: https://www.sahg6dtr.com/59QC8Z/R74QP/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙  On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market. 🌍 Website: https://www.theinvestorspodcast.com/we-study-billionaires/  📝 Help us understand our audience better so we can create a more intentional user experience by answering this survey! https://www.theinvestorspodcast.com/survey2023-youtube ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📚OUR FREE INVESTING COURSES/RESOURCES https://www.theinvestorspodcast.com/tip-academy/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.