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[@dede_eyesan](/creator/twitter/dede_eyesan)
"Chinese cosmetics: Giant Biogene Good year for China's leader in recombinant collagen with revenue up XX% and net profit up XX% (41% PAT margin). Strong sales on Tmall. Kefumei etc continue to perform well. XX% of assets are in cash X goodwill X% debt and now a divi payer"  
[X Link](https://x.com/dede_eyesan/status/1775195990473007424) [@dede_eyesan](/creator/x/dede_eyesan) 2024-04-02T16:18Z 7173 followers, 6394 engagements


"Good insights into why Mastercard $MA invested X% into Corpay $CPAY by Payments dive"  
[X Link](https://x.com/dede_eyesan/status/1924785189898551676) [@dede_eyesan](/creator/x/dede_eyesan) 2025-05-20T11:12Z 7173 followers, 1255 engagements


"IT Services Global: US: Perficient Globant Middle East: Arabian Internet Edarat CEE: SPAN Spyrosoft Europe: Reply Gofore Singular People Generic Sweden Bouvet Japan: System Support JFE Systems India: Ksolves Coforge XX IT services worth looking. Will update this"  
[X Link](https://x.com/dede_eyesan/status/1660034209086357504) [@dede_eyesan](/creator/x/dede_eyesan) 2023-05-20T21:26Z 7170 followers, 33.2K engagements


"Alpha Group (UK Stocks - $ALPH) Not surprised Corpay have approached Alpha Group. Alpha FX fits in within Corpay's corporate payment division. But glad management rejected the proposal and are doubling down on the long term growth initiatives such as expanding into Singapore and the US to support existing clients. In my opinion shares are no longer "cheap" but interest income in 2025 and 2026 should support cash generation and new investments"  
[X Link](https://x.com/dede_eyesan/status/1920147306273284518) [@dede_eyesan](/creator/x/dede_eyesan) 2025-05-07T16:02Z 7173 followers, 1444 engagements


"Costco and PriceSmart With dividends included Costco $COST has returned XXXX% annually over the last XX years. But a less known fact is PriceSmart $PSMT also founded by Sol and Robert Price is almost on par with Costco over the same XX years a XXXX% annual return Today one is at 50x P/E the other at 25x. Same membership model. Same store formats. Same margins. Same growth profile. But different regions and scale"  
[X Link](https://x.com/dede_eyesan/status/1975925959153897603) [@dede_eyesan](/creator/x/dede_eyesan) 2025-10-08T14:07Z 7172 followers, 2881 engagements


"Japanese consumer staples shortlist: ($TSE: 2222) Kotobuki Spirits in premium confectionary products is a "magic 20%" - XX% ROIC EBIT margins with XX% market expected earnings growth priced at below 20x EV/EBIT or P/E (and a debt free balance sheet). 1/n"  
[X Link](https://x.com/dede_eyesan/status/1768318211219435879) [@dede_eyesan](/creator/x/dede_eyesan) 2024-03-14T16:48Z 7173 followers, 16.8K engagements


"Global staples retailers - Grupo Mateus $GMAT3 Any Brazilian equities investors know why Grupo Mateus has gone from 21x to 9x earnings while revenue and profits have doubled in X years"  
[X Link](https://x.com/dede_eyesan/status/1904579848305058223) [@dede_eyesan](/creator/x/dede_eyesan) 2025-03-25T17:03Z 7174 followers, 2072 engagements


"Bosideng FY 2025 Results ✅ - Revenue up XXXX% and EBIT up XX% with EBIT margins of XXXX% (15-year high). Valuations ✅ - 13.8x trailing P/E (12x forward) and a X% dividend yield. Store growth - First time in years we've seen store growth up XXX% to 3470 stores across brands. OEM business recovered well but ladieswear division continues to struggle with revenue down -20%. Balance sheet remains solid net cash position is XX% of its market cap (0.3 total debt/EBITDA). 8th consecutive year of double-digit earnings growth the only listed major Chinese apparel company to achieve this"  
[X Link](https://x.com/dede_eyesan/status/1939701143468482812) [@dede_eyesan](/creator/x/dede_eyesan) 2025-06-30T15:02Z 7174 followers, 3325 engagements


"Airports of Thailand and Deckers Outdoor were the worst performing large cap stocks globally in H1. Both down -XXXX% YTD. Personally I like AOTs moat and feel theres been a bit of an overreaction here. Still prefer the Mexican airports but its one to watch very closely"  
[X Link](https://x.com/dede_eyesan/status/1941018798317855061) [@dede_eyesan](/creator/x/dede_eyesan) 2025-07-04T06:18Z 7174 followers, 5927 engagements


"Metlen Energy & Metals $MTLN $MYTIL.AT A deep dive on a Greek Industrial champion and soon to be a FTSE XXX company"  
[X Link](https://x.com/dede_eyesan/status/1963275519845073156) [@dede_eyesan](/creator/x/dede_eyesan) 2025-09-03T16:18Z 7174 followers, 7191 engagements


"Consumer staples retail: My table of XX quality staples retailers - XX from each developed and emerging markets on key quality growth and valuation metrics averaged over the last XX years. All figures converted to USD (finally figured how to do this) I have many takeaways but first it's impressive how many "winners" the staples retail industry produces globally. Costco gets all the coverage but X other retailers grew their EBIT faster than Costco's XXXX% in USD. Special mentions to Dino Grupo Mateus and Avenue Supermarkets. Further in the US (well Midwest) Casey's has done so well focusing on"  
[X Link](https://x.com/dede_eyesan/status/1976292899839947116) [@dede_eyesan](/creator/x/dede_eyesan) 2025-10-09T14:25Z 7173 followers, 1208 engagements