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Transport Infrastructure: Final Reflections
Planes don't need AI to land.
8 hrs ago
•
Dede Eyesan
10
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Transport Infrastructure: Final Reflections
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1
International Container Terminal
The investment case for the emerging market port operator
Jun 12
•
Dede Eyesan
15
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International Container Terminal
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May 2025
A Jenga IP Investment Process
“Investing may be an art, but it’s one painted with the brushstrokes of science” - Jenga Investment Partners Ltd
May 23
•
Dede Eyesan
9
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A Jenga IP Investment Process
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2
Airports: The Mexican investment case (Part 2)
“Airlines come and go, but airports are here to stay.”
May 14
•
Dede Eyesan
27
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Airports: The Mexican investment case (Part 2)
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April 2025
Alphabet Q1 2025 Earnings Update
A good start to 2025
Apr 25
•
Dede Eyesan
10
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Alphabet Q1 2025 Earnings Update
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2
Airports: Ready for take off? (Part 1)
A deep dive into listed airports
Apr 3
•
Dede Eyesan
49
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Airports: Ready for take off? (Part 1)
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17
March 2025
Kings On The Catwalk
Lessons from the 1987 LVMH merger
Mar 21
•
Dede Eyesan
17
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Kings On The Catwalk
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4
Alphabet
The case for the digital conglomerate experiencing a tectonic shift across its various industries.
Mar 13
•
Dede Eyesan
21
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Alphabet
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4
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