joinyellowbrick.com/@global-outperformers
Bio
Dede Eyesan is the author of Global Outperformers, an investment research publication where he writes about globally listed companies and his investment thoughts. He founded his investment firm, Jenga Investment Partners Ltd, in 2022.
Ideas
4 Ideas
Navigating AI disruptions
Initiating a long position in Microsoft due to its strong positioning in the AI landscape. The investment thesis is based on the company's ability to capitalize on AI disruptions, leveraging its existing ecosystem and cloud infrastructure.
FactSet Research Systems
Advocating for buying the dip in FactSet Research Systems. The company is viewed as a high-quality business with a strong competitive moat, and the recent price drop presents an attractive entry point for long-term investors.
Visa Inc (Deep dive in progress update)
An in-progress deep dive analysis of Visa Inc. This update provides preliminary findings and thoughts on the company's business model, competitive advantages, and long-term growth prospects.
Metlen: The Executive Summary
MTLN.L: Greek €7B industrial conglomerate targeting EBITDA growth from €1B to €2B by 2028/29. Energy (gas plants, renewables, retail) & metals (aluminium) divisions. 13% annual returns since 1995. New gallium/circular metals entry 2026-27, defence contracts announced. 130% upside to €110 target, 21% IRR by 2029. Risks: commodity exposure, €2.5B capex needs, 2.9x debt/EBITDA.