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Global Markets and Investment Strategy by Dede Eyesan

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Global Markets and Investment Strategy by Dede Eyesan

Global investment ideas include China and Brazil, Dede Eyesan notes

Yulia Slavina
09.06.2026

Global investment ideas include China and Brazil, Dede Eyesan notes

Dede Eyesan outlines potential investment opportunities across several countries. Eyesan identifies companies such as Tencent, Anta, and Eastroc Beverage in China, Nubank in Brazil, and GAP in ...

Dede Eyesan: Global retail multiples fall sharply outside U.S.

Oleg Tkachenko
27.05.2026

Dede Eyesan: Global retail multiples fall sharply outside U.S.

Dede Eyesan reports that retail companies outside the U.S. specializing in groceries and staples have experienced a significant contraction in valuation multiples year-to-date. Japan's Kobe ...

Analyst mentions quality of writeups on Progressive, Visa and others, Dede Eyesan notes

Oleg Tkachenko
26.03.2026

Analyst mentions quality of writeups on Progressive, Visa and others, Dede Eyesan notes

Dede Eyesan highlights the value of a 2004 writeup on Progressive, as well as insightful analyses on Visa, O’Reilly, Bank Ozk and Alphabet. The tweet points readers toward several comprehensive ...

Dede Eyesan: Visa investment memo explores growth and risks

Hanna Syniavska
06.03.2026

Dede Eyesan: Visa investment memo explores growth and risks

Dede Eyesan has released an investment memo focusing on Visa. The memo explores Visa's history, positioning within the broader payments industry, business economics, comparison with Mastercard, ...

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