Global Outperformers
Dede EyesanAn investment research newsletter focused on Global Equities by Jenga Investment Partners Ltd
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 37 | Subscribers | Read | globaloutperformers.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Navigating AI disruptions
The past month has created what I believe to be “attractive but not yet bargain” valuations for some very high quality companies. Numerically, what I mean here is that several companies that were once expensive in my view seem to now meet t...
FactSet Research Systems
Buying the dip
Visa Inc (Deep dive in progress update)
As mentioned in my U.S. non-banking financial services update, Visa was next on the list of companies we’ll deep dive into the space, after FactSet and Farmer Mac. In December, I initiated an investment position in Visa, and as you can imag...
ICTSI Valuation Update
Last year June, I published a 13,500-word deep dive into International Container Terminal.
Authors
The writers behind this newsletter.
Global Outperformers is an investment research newsletter by Jenga Investment Partners. I publish articles on listed companies monthly and share my perspectives on markets.
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