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Today's podcast is a discussion between Matt Cochrane and I about 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Chris Mayer.A 100 bagger is a stock that increases by 100-1. In other words, $10,000 turns into $1,000,000. Breaking it down mathematically, a 14% return achieves a 100 bagger in 35 years. A 20% return does it in 25. 26% does it in 20 years.Chris Mayer did a study of many stocks that did return 100-1 and evaluated the characteristics of those companies. There is a common DNA among all of them profiled in the book, which Matt & I discuss & analyze.Links100 Baggers: https://www.amazon.com/100-Baggers-Stocks-100-1/dp/1621291650/DisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor's own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe
On this week's Stansberry Investor Hour, Dan and Corey welcome Chris Mayer back to the show. Chris is co-founder and portfolio manager of Woodlock House Family Capital – a firm that focuses on long-term, patient investing. He has also written several books, including 100 Baggers: Stocks That Return 100-to-1 and How to Find Them. Chris kicks things off by breaking down his "CODE" acronym that he uses for picking stocks – cheap, owner operator, disclosures, and excellent financial condition. He lists Brown & Brown as an example of one such company that checks all four boxes. And he shares a trucking company he likes because of its lower-than-average turnover rate. This leads to a conversation about the importance of management having skin in the game and why investors should mostly leave their portfolios alone. Chris then uses Monster Beverage as a case study for identifying a good company. (1:47) Next, Chris talks about investor psychology. He says that it's difficult to hold stocks through large drawdowns and through periods of boredom, but that's how you can make a lot of money in the long term. Doing nothing is often the best thing you can do for your portfolio. Chris also covers how philosophy has influenced his investing style, the hidden opportunity in Swedish stocks, two specific Swedish companies that he likes today, and why you should always stick to your core principles – even if it means missing some winners along the way. (20:02) Finally, Chris explains that staying true to your investment principles is hardest (yet also most crucial) when times get tough. It all comes down to knowing yourself, your risk tolerance, and what you're most comfortable investing in. Chris shares the names of two spun-off companies he's excited about today, as he expects a big surge in free cash flow for both. He clarifies that these are for holding long term rather than trying to make a quick buck. And Chris finishes with a discussion about why the recent tariff drama doesn't really matter. (39:26)
On this week's Stansberry Investor Hour, Dan and Corey welcome Chris Mayer back to the show. Chris is co-founder and portfolio manager of Woodlock House Family Capital – a firm that focuses on long-term, patient investing. He has also written several books, including 100 Baggers: Stocks That Return 100-to-1 and How to Find Them. Chris kicks things off by breaking down his "CODE" acronym that he uses for picking stocks – cheap, owner operator, disclosures, and excellent financial condition. He lists Brown & Brown as an example of one such company that checks all four boxes. And he shares a trucking company he likes because of its lower-than-average turnover rate. This leads to a conversation about the importance of management having skin in the game and why investors should mostly leave their portfolios alone. Chris then uses Monster Beverage as a case study for identifying a good company. (1:47) Next, Chris talks about investor psychology. He says that it's difficult to hold stocks through large drawdowns and through periods of boredom, but that's how you can make a lot of money in the long term. Doing nothing is often the best thing you can do for your portfolio. Chris also covers how philosophy has influenced his investing style, the hidden opportunity in Swedish stocks, two specific Swedish companies that he likes today, and why you should always stick to your core principles – even if it means missing some winners along the way. (20:02) Finally, Chris explains that staying true to your investment principles is hardest (yet also most crucial) when times get tough. It all comes down to knowing yourself, your risk tolerance, and what you're most comfortable investing in. Chris shares the names of two spun-off companies he's excited about today, as he expects a big surge in free cash flow for both. He clarifies that these are for holding long term rather than trying to make a quick buck. And Chris finishes with a discussion about why the recent tariff drama doesn't really matter. (39:26)
FULL BONUS EPISODE: This is the Excess Returns Podcast episode -- please look up all their wonderful content, and listen to it here in case you missed it. It's with Chris Mayer, Matt Zeigler, and me. It's been one of the highlights of my recording year. Tune in and enjoy!In this episode of Excess Returns, Matt Zeigler is joined by special co-host Bogumil Baranowski to sit down with Chris Mayer. As the author of the acclaimed book 100 Baggers: Stocks That Return 100-to-1 and How to Find Them, former editor of influential newsletters, and co-founder of Woodlock House Family Capital, Chris brings a wealth of experience and a unique perspective to the table. In this conversation, we dive deep into the world of long-term investing, exploring timeless principles, the impact of AI on future opportunities, and the mindset required to identify and hold onto extraordinary businesses. Whether you're a seasoned investor or just starting out, this episode is packed with wisdom to help you navigate the markets with patience and purpose.Main Topics Covered:The potential for 100-bagger stocks in emerging industries like AI and how time reveals the winners.The "twin engines" of growth and multiples, and why great businesses often trade at high valuations.The merits and challenges of concentrated investing in a market dominated by giants like the "Mag Seven."Strategies for dealing with drawdowns and maintaining conviction in great companies through volatility.The importance of aligning investment strategies with the right type of capital, especially for family wealth.How experiences as a banker, newsletter editor, and board member shape a business-owner mindset.The role of boards in capital allocation and setting incentives that drive long-term value.Insights from general semantics as a tool for critical thinking and avoiding investment pitfalls.The power of journaling to track evolving thoughts and foster humility in investing.Why patience is the ultimate lesson for investors and how to tune out market noise.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
In this episode of Excess Returns, Matt Zeigler is joined by special co-host Bogumil Baranowski to sit down with Chris Mayer. As the author of the acclaimed book 100 Baggers: Stocks That Return 100-to-1 and How to Find Them, former editor of influential newsletters, and co-founder of Woodlock House Family Capital, Chris brings a wealth of experience and a unique perspective to the table. In this conversation, we dive deep into the world of long-term investing, exploring timeless principles, the impact of AI on future opportunities, and the mindset required to identify and hold onto extraordinary businesses. Whether you're a seasoned investor or just starting out, this episode is packed with wisdom to help you navigate the markets with patience and purpose.Main Topics Covered:The potential for 100-bagger stocks in emerging industries like AI and how time reveals the winners.The "twin engines" of growth and multiples, and why great businesses often trade at high valuations.The merits and challenges of concentrated investing in a market dominated by giants like the "Mag Seven."Strategies for dealing with drawdowns and maintaining conviction in great companies through volatility.The importance of aligning investment strategies with the right type of capital, especially for family wealth.How experiences as a banker, newsletter editor, and board member shape a business-owner mindset.The role of boards in capital allocation and setting incentives that drive long-term value.Insights from general semantics as a tool for critical thinking and avoiding investment pitfalls.The power of journaling to track evolving thoughts and foster humility in investing.Why patience is the ultimate lesson for investors and how to tune out market noise.
We take a look at 100 Baggers book author and fund manager Chris Mayer's stock portfolio, to see which potential 10X to 100X stocks he has bought. We also see what he's said about some of those potential multi-bagger stocks. Timestamps 00:28 Chris Mayer portfolio 02:07 Chris Mayer on 3 potential multi-bagger stocks 07:36 Portfolio stocks from large caps to small caps Related episodes: Chris Mayer on Constellation Software + My Thoughts https://youtu.be/ookiKuehQ7o Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI Referenced video: 2 Stocks With 100X Potential As An Investor | Chris Mayer https://youtu.be/e06RDtmgsWM Recommended investing book: 100 Baggers: Stocks That Return 100-to-1 and How to Find Them by Christopher Mayer (referral link) https://amzn.to/4dRxmLA Join The Art of Value Patreon community for exclusive content I don't share anywhere else: https:/www.patreon.com/TheArtofValue I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
We take a look at 100 Baggers book author and fund manager Chris Mayer's stock portfolio, to see which potential 10X to 100X stocks he has bought. We also see what he's said about some of those potential multi-bagger stocks. Timestamps 00:28 Chris Mayer portfolio 02:07 Chris Mayer on 3 potential multi-bagger stocks 07:36 Portfolio stocks from large caps to small caps Related episodes: Chris Mayer on Constellation Software + My Thoughts https://youtu.be/ookiKuehQ7o Chuck Akre Said This About How to Find 100 Baggers https://youtu.be/xoKe1AvquTI Referenced video: 2 Stocks With 100X Potential As An Investor | Chris Mayer https://youtu.be/e06RDtmgsWM Recommended investing book: 100 Baggers: Stocks That Return 100-to-1 and How to Find Them by Christopher Mayer (referral link) https://amzn.to/4dRxmLA Join The Art of Value Patreon community for exclusive content I don't share anywhere else: https:/www.patreon.com/TheArtofValue I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue AeroPress - Be your Own Barista. A new kind of coffee press for daily use (referral link): https://amzn.to/3WqsNBS Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
I summarize and discuss some parts of a recent Chris Mayer interview regarding illustrious serial acquirer company Constellation Software. Chris Mayer is the author of the excellent investment book 100 Baggers, and an investment fund manager. Constellation Software has been more than a 100 bagger stock over time, and continues to compound at an impressive rate. Related videos: Primer: Mark Leonard, Constellation Software & Topicus https://youtu.be/z0xnvhfNbOI?si=pwI-LC-ja4K-JQc3 Millennial Investing interview - Serial Acquirer: Successful Acquisition Strategies w/ Chris Mayer - https://youtu.be/Pp1m69E9vxg?si=q9A_3XvqFS1FeA5X Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Recommended investing book: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Chris Mayer (referral link) https://amzn.to/47UoAJy Using a referral link helps support the pod, thanks! Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
I summarize and discuss some parts of a recent Chris Mayer interview regarding illustrious serial acquirer company Constellation Software. Chris Mayer is the author of the excellent investment book 100 Baggers, and an investment fund manager. Constellation Software has been more than a 100 bagger stock over time, and continues to compound at an impressive rate. Related videos: Primer: Mark Leonard, Constellation Software & Topicus https://youtu.be/z0xnvhfNbOI?si=pwI-LC-ja4K-JQc3 Millennial Investing interview - Serial Acquirer: Successful Acquisition Strategies w/ Chris Mayer - https://youtu.be/Pp1m69E9vxg?si=q9A_3XvqFS1FeA5X Join The Art of Value Patreon community for exclusive videos and more: https://www.patreon.com/TheArtofValue Recommended investing book: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Chris Mayer (referral link) https://amzn.to/47UoAJy Using a referral link helps support the pod, thanks! Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Kyle Grieve chats with Chris Mayer about the special qualities of serial acquirers that make them compelling investments, tricks on how to value serial acquirers, the importance of decentralization for successful serial acquirers, the proper dynamics to look for between an acquirer and the acquired, the proper uses of leverage to use in mergers and acquisitions, characteristics to look for in scaling serial acquirers, the proper manage traits to look for in highly successful serial acquirers, and a whole lot more! IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 04:05 - Successful acquisition strategies. 41:56 - What to look for in scaling serial acquirers. 10:16 - The general aspects of great serial acquirers. 16:05 - Key differentiators between exceptional serial acquirers. 07:05 - Chris's favorite debt ratios to examine for acquisitive businesses. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Read Chris's blog here. Buy a copy of 100 Baggers: Stocks That Return 100-to-1 and How to Find Them here. Buy a copy of Deals from Hell: M&A Lessons that Rise Above the Ashes here. Related Episode: Listen to TIP569: An Investor's Guide To Clear Thinking w/ Chris Mayer, or watch the video. Related Episode: Listen to TIP543: 100 Baggers: Stocks That Return 100-1 w/ Chris Mayer, or watch the video. Related Episode: Listen to MI276: Finding 100 Bagger Stocks w/ Chris Mayer, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. Check out all the books mentioned and discussed in our podcasts here. SPONSORS Support our free podcast by supporting our sponsors: Airbnb NetSuite Masterclass Babbel Shopify Connect with Kyle: Twitter | LinkedIn | Website Connect with Chris: Twitter | Website
I discuss the recent earnings and future potential of company Topicus, a serial acquirer of small software companies. It's a spin-off from the much larger Constellation Software, which was founded and is led by superb capital allocator Mark Leonard. Will Topicus be able to compound at a similar rate to how Constellation Software has for well over two decades? See below timestamps: 00:00 Topicus investment thesis in relation to Constellation Software 01:36 Topicus earnings: cash flow more than doubles! 03:54 Stock price performance and potential - 10x or more? 06:03 Topicus Q3 2023 Headline numbers 07:52 Topicus historical metrics - future quality compounder? 11:07 Relevant Mark Leonard shareholder letter - reinvesting all cash produced 14:09 Final thoughts Related episodes: Primer Analysis: Mark Leonard, Constellation Software & Topicus https://youtu.be/z0xnvhfNbOI Mohnish Pabrai Talks Constellation Software & Mark Leonard https://youtu.be/xPI773-AE-I Show your appreciation by buying JJ a coffee: https://www.buymeacoffee.com/jjprojects Investing book mentioned in the episode: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Christopher Mayer (refferal link) https://amzn.to/40yQHeb Using a referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
I discuss the recent earnings and future potential of company Topicus, a serial acquirer of small software companies. It's a spin-off from the much larger Constellation Software, which was founded and is led by superb capital allocator Mark Leonard. Will Topicus be able to compound at a similar rate to how Constellation Software has for well over two decades? See below timestamps: 00:00 Topicus investment thesis in relation to Constellation Software 01:36 Topicus earnings: cash flow more than doubles! 03:54 Stock price performance and potential - 10x or more? 06:03 Topicus Q3 2023 Headline numbers 07:52 Topicus historical metrics - future quality compounder? 11:07 Relevant Mark Leonard shareholder letter - reinvesting all cash produced 14:09 Final thoughts Related episodes: Primer Analysis: Mark Leonard, Constellation Software & Topicus https://youtu.be/z0xnvhfNbOI Mohnish Pabrai Talks Constellation Software & Mark Leonard https://youtu.be/xPI773-AE-I Show your appreciation by buying JJ a coffee: https://www.buymeacoffee.com/jjprojects Investing book mentioned in the episode: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Christopher Mayer (refferal link) https://amzn.to/40yQHeb Using a referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Clay Finck is joined by Shree Viswanathan to discuss his concentrated, patient, and global approach to investing. They touch on many of the key aspects to successful long-term investing as well as one of Shree's portfolio holdings, Dino Polska, which reminds him of Walmart in their early days.Shree Viswanathan is the founder and portfolio manager of SVN Capital.IN THIS EPISODE YOU'LL LEARN:00:00 - Intro.02:17 - The story of his father earning 40x on an investment despite never garnering an interest in the subject. 08:54 - Spiritual and life lessons that Shree has learned over the years.14:52 - The most important aspects to understand investing internationally.20:52 - What makes India an attractive hunting ground for long-term investors.33:10 - Why we should remain fully invested in uncertain times.38:57- How investors can minimize the impact of ego hurting their performance.41:30 - The benefits Shree has seen from a daily meditation practice.46:31 - What led him to run a concentrated portfolio of only 9 holdings.53:16 - Why Dino Polska out of Poland reminds Shree of Walmart in their early days.56:43 - How Shree thinks about inflation and currency risk investing internationally.01:11:10 - How Shree thinks about the valuation of Dino Polska.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out our newly released TIP Mastermind Community.Shree's fund: SVN Capital.Compensation by Ralph Waldo Emerson.Wealth by Ralph Waldo Emerson.The Money Game by Adam Smith.A Search in Secret India by Andrew Brunton.The Sketchbook of Wisdom by Vishal Khandelwal.Related episode: Listen to WSB569: An Investor's Guide to Clear Thinking w/ Chris Mayer or watch the video.Related episode: Listen to WSB543: 100 Baggers: Stocks That Return 100-1 w/ Chris Mayer or watch the video.Follow Shree on Twitter.Follow Clay on Twitter.NEW TO THE SHOW?Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.Help us understand our audience better so we can create a more intentional user experience by answering this survey!SPONSORSInvest in Bitcoin with confidence. 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In two of the latest Mohnish Pabrai interviews, the well known value investor and fund manager discussed why he thinks Tencent is a superior company to Alibaba, indicating that he thinks Tencent stock should perform better than Alibaba stock over the long term. Pabrai sold BABA stock and switched it for a stake in Tencent, via a company called Prosus. Pabrai provides a brief and partial Tencent stock analysis, comparing it with Alibaba. Timestamps 00:00 Mohnish Pabrai on Alibaba vs Tencent 00:33 Switching from BABA stock to Tencent, via Prosus 01:27 Tencent's Pony Ma, an extraordinary entrepreneur 02:32 Why BABA and Tencent investments haven't worked so far 03:56 BABA and the too hard pile 05:02 Tencent getting an easier ride: Pony Ma vs Jack Ma 06:23 Benefits of investing in smaller companies globally instead Related episodes: Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY Alibaba Earnings - Return to Growth! | BABA Stock https://youtu.be/cxh_-fCWjxU Alibaba Stock: CEO Quits! George Soros Buys BABA Stock https://youtu.be/FbUoblWv50s Chris Mayer 100 Baggers: Stocks That Return 100 to 1! https://youtu.be/59CuGd2aAwg Investing Books mentioned: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Chris Mayer (referral link) https://amzn.to/44ZJk0f Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (referral link) https://amzn.to/3EFZXmV Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
In two of the latest Mohnish Pabrai interviews, the well known value investor and fund manager discussed why he thinks Tencent is a superior company to Alibaba, indicating that he thinks Tencent stock should perform better than Alibaba stock over the long term. Pabrai sold BABA stock and switched it for a stake in Tencent, via a company called Prosus. Pabrai provides a brief and partial Tencent stock analysis, comparing it with Alibaba. Timestamps 00:00 Mohnish Pabrai on Alibaba vs Tencent 00:33 Switching from BABA stock to Tencent, via Prosus 01:27 Tencent's Pony Ma, an extraordinary entrepreneur 02:32 Why BABA and Tencent investments haven't worked so far 03:56 BABA and the too hard pile 05:02 Tencent getting an easier ride: Pony Ma vs Jack Ma 06:23 Benefits of investing in smaller companies globally instead Related episodes: Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner https://youtu.be/oxAXpnu3oXY Alibaba Earnings - Return to Growth! | BABA Stock https://youtu.be/cxh_-fCWjxU Alibaba Stock: CEO Quits! George Soros Buys BABA Stock https://youtu.be/FbUoblWv50s Chris Mayer 100 Baggers: Stocks That Return 100 to 1! https://youtu.be/59CuGd2aAwg Investing Books mentioned: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Chris Mayer (referral link) https://amzn.to/44ZJk0f Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (referral link) https://amzn.to/3EFZXmV Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Chris Mayer Talks 100 Baggers & Value Investing Strategies | Chris Mayer Interview In this video, Paul Gabrail and Mo Hussein sat down with Christopher J. Mayer, the author of books like 100 Baggers, How Do You Know?, World Right Side Up, and Dear Fellow Time-Binder. We talked about value investing strategies, Chris's investing and writing journey, and so much more. You're not going to want to miss this one! Buy Chris's books here: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them: https://a.co/d/hk9nQJh How Do You Know? A Guide to Clear Thinking About Wall Street, Investing, and Life: https://a.co/d/8iJGDBz World Right Side Up: Investing Across Six Continents: https://a.co/d/3nZhMlG Dear Fellow Time-Binder: Letters on General Semantics: https://a.co/d/c2QGG3c
JJ discusses the classic stock investing book 100 to 1 in the Stock Market, in which author Thomas Phelps, after decades of research, reveals what it takes to find and hold stocks that can deliver 100x returns for stock investors. Timestamps: 00:00 100 to 1 in the Stock Market intro 01:06 Buying right and holding on 02:31 First attribute to look for 03:27 Second attribute to look for 03:50 Third attribute to look for 04:11 Fourth attribute to look for 04:29 Why holding for the long term is so important 06:58 How much should we pay-up for quality? 09:28 Final thoughts Related content: Chris Mayer 100 Baggers: Stocks That Return 100 to 1! Books mentioned in this episode: 100 to 1 in the Stock Market: A Distinguished Security Analyst Tells How to Make More of Your Investment Opportunities by Thomas Phelps (referral link) https://amzn.to/43WfB7M 100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Christoper Mayer (referral link) https://amzn.to/3qnUI7J Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
JJ discusses the classic stock investing book 100 to 1 in the Stock Market, in which author Thomas Phelps, after decades of research, reveals what it takes to find and hold stocks that can deliver 100x returns for stock investors. Timestamps: 00:00 100 to 1 in the Stock Market intro 01:06 Buying right and holding on 02:31 First attribute to look for 03:27 Second attribute to look for 03:50 Third attribute to look for 04:11 Fourth attribute to look for 04:29 Why holding for the long term is so important 06:58 How much should we pay-up for quality? 09:28 Final thoughts Related content: Chris Mayer 100 Baggers: Stocks That Return 100 to 1! Books mentioned in this episode: 100 to 1 in the Stock Market: A Distinguished Security Analyst Tells How to Make More of Your Investment Opportunities by Thomas Phelps (referral link) https://amzn.to/43WfB7M 100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Christoper Mayer (referral link) https://amzn.to/3qnUI7J Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
In this episode I summarize and discuss an interview with legendary investor Chuck Akre, in which he lays out his three-legged stool investing approach that has enabled him to achieve multiple 100 bagger stocks, and many multi-baggers. We look at examples from Akre Capital Management's portfolio, and how his investment strategy has achieved such impressive returns over the long term. Timestamps: 00:00 Chuck Akre intro 00:31 Akre Capital Management Portfolio 01:45 Investing from a one traffic light town 03:03 More qualitative than quantitative 03:34 Akre's three-legged stool approach 03:52 First leg 04:55 Second leg 05:25 Third leg 05:53 Not overpaying 06:18 The art of not selling 06:37 Portfolio company: Mastercard 08:22 Importance of keeping it simple 09:16 Importance of the businesspeople 10:33 Portfolio company: O'Reilly Automotive 10:59 100 to 1 in the Stock Market and 100 Baggers 12:50 100 bagger portfolio company: American Tower 14:53 Starting with small caps 15:48 When Akre sells - broken stools 16:19 Outro Related episodes Chris Mayer 100 Bagger Portfolio | Response to Stock Compounder https://youtu.be/vzjCkGWoJfs Chris Mayer 100 Baggers: Stocks That Return 100 to 1! https://youtu.be/59CuGd2aAwg Brookfield CEO Just Said This Re: Stock Market, AI, China, Energy https://youtu.be/AWEvf2DcotI Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” https://youtu.be/TqC_m7-DPfM Mohnish Pabrai Talks Constellation Software & Mark Leonard https://youtu.be/xPI773-AE-I Investing books recommended in the episode: 100 to 1 in the Stock Market : A Distinguished Security Analyst Tells How to Make More of Your Investment Opportunities - Thomas W Phelps (referral link): https://amzn.to/3JoThMN 100 Baggers: Stocks That Return 100-to-1 and How To Find Them - Christopher Mayer (referral link): https://amzn.to/3NH8OtT The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
In this episode I summarize and discuss an interview with legendary investor Chuck Akre, in which he lays out his three-legged stool investing approach that has enabled him to achieve multiple 100 bagger stocks, and many multi-baggers. We look at examples from Akre Capital Management's portfolio, and how his investment strategy has achieved such impressive returns over the long term. Timestamps: 00:00 Chuck Akre intro 00:31 Akre Capital Management Portfolio 01:45 Investing from a one traffic light town 03:03 More qualitative than quantitative 03:34 Akre's three-legged stool approach 03:52 First leg 04:55 Second leg 05:25 Third leg 05:53 Not overpaying 06:18 The art of not selling 06:37 Portfolio company: Mastercard 08:22 Importance of keeping it simple 09:16 Importance of the businesspeople 10:33 Portfolio company: O'Reilly Automotive 10:59 100 to 1 in the Stock Market and 100 Baggers 12:50 100 bagger portfolio company: American Tower 14:53 Starting with small caps 15:48 When Akre sells - broken stools 16:19 Outro Related episodes Chris Mayer 100 Bagger Portfolio | Response to Stock Compounder https://youtu.be/vzjCkGWoJfs Chris Mayer 100 Baggers: Stocks That Return 100 to 1! https://youtu.be/59CuGd2aAwg Brookfield CEO Just Said This Re: Stock Market, AI, China, Energy https://youtu.be/AWEvf2DcotI Mohnish Pabrai: Key Investing Lessons from "Circling the Wagons” https://youtu.be/TqC_m7-DPfM Mohnish Pabrai Talks Constellation Software & Mark Leonard https://youtu.be/xPI773-AE-I Investing books recommended in the episode: 100 to 1 in the Stock Market : A Distinguished Security Analyst Tells How to Make More of Your Investment Opportunities - Thomas W Phelps (referral link): https://amzn.to/3JoThMN 100 Baggers: Stocks That Return 100-to-1 and How To Find Them - Christopher Mayer (referral link): https://amzn.to/3NH8OtT The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
"100 Baggers: Stocks That Return 100-to-1 and How To Find Them" by Christopher Mayer is a book that explores the concept of finding stocks that have the potential to grow by 100 times their initial investment value. The author shares insights and strategies based on his extensive research and analysis of historical stock market data. The book emphasizes the importance of long-term investing and highlights the power of compounding returns over time. Mayer presents case studies of companies that have achieved remarkable growth and provides key principles and characteristics to look for when identifying potential 100-bagger stocks.
I summarize and discuss key lessons from Mohnish Pabrai's latest presentation, Circle the Wagons, in which he emphasizes the importance of finding and protecting your very best few investments for the long term, and how to go about doing that. Related episodes: Mohnish Pabrai Talks Constellation Software & Mark Leonard https://youtu.be/xPI773-AE-I Mohnish Pabrai on The Best Super Investor You Don't Know: Rakesh Jhunjhunwala https://youtu.be/XwgLnnr_nCw Stan Druckenmiller Still Predicts Hard Landing Recession https://youtu.be/8Ue-etn4E74 Chris Mayer 100 Baggers: Stocks That Return 100 to 1! https://youtu.be/59CuGd2aAwg Peter Lynch's 2023 Advice on Buying Stocks - Rare Interview https://youtu.be/sZKt5j1Rwi0 Investor Li Lu Buying MORE Google Stock | Why? https://youtu.be/is9frHZaGYg The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
I summarize and discuss key lessons from Mohnish Pabrai's latest presentation, Circle the Wagons, in which he emphasizes the importance of finding and protecting your very best few investments for the long term, and how to go about doing that. Related episodes: Mohnish Pabrai Talks Constellation Software & Mark Leonard https://youtu.be/xPI773-AE-I Mohnish Pabrai on The Best Super Investor You Don't Know: Rakesh Jhunjhunwala https://youtu.be/XwgLnnr_nCw Stan Druckenmiller Still Predicts Hard Landing Recession https://youtu.be/8Ue-etn4E74 Chris Mayer 100 Baggers: Stocks That Return 100 to 1! https://youtu.be/59CuGd2aAwg Peter Lynch's 2023 Advice on Buying Stocks - Rare Interview https://youtu.be/sZKt5j1Rwi0 Investor Li Lu Buying MORE Google Stock | Why? https://youtu.be/is9frHZaGYg The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Using a referral link helps support the pod, thanks! I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Let's get to NUMBER #1 together! Kindle at $0.99, Already TOP #2 in Finance & Wealth Management, TOP #3 in Stock Market Investing & Investing in Amazon Hot New Releases. Get your copy today! Crisis Investing: 100 Essays - My new book. Crisis Investing: An Apple, A Plague, and A Bubble Another sample essay for you to enjoy. “In the midst of every crisis lies great opportunity” – Albert Einstein This book is a chronological collection of 100 essays written over three years during the Global COVID Pandemic, with an added retrospective commentary. It is a treasure trove of everlasting investment principles shared through lessons, experiences, and memories from managing family fortunes through one of the most challenging periods for the economy and the stock market. As the author picked up his laptop and embarked on a personal journey, these essays were written in a midtown Manhattan high-rise office, two remote cabins in the woods, and the tropics, among other places. His perspective changed, while current events offered ample inspiration to write. "I highly recommend that anyone serious about long-term investing should not only add this book to their library but also include Bogumil in their investment ecosystem." - Guy Spier, a Zurich-based investor, the Author of The Education of a Value Investor, the manager of the Aquamarine Fund "Bogumil Baranowski's book, Crisis Investing, presents an insightful chronicle of the various challenges that investors faced during the pandemic era. With a wealth of experience as an investment advisor, Baranowski's collection of personal essays provides readers with invaluable lessons and advice on navigating markets and building wealth." - Lauren Templeton, Founder & Principal of Templeton & Philips Capital Management, LLC, the author with Scott Philipps of Investing the Templeton Way "For me, the years covered in your book have been a good test of core investment principles, especially being patient. Your book is a collection of wise observations made in real-time during those years and yet are timeless, as the best investment principles should be!" - Christopher Mayer, the Author of 100 Baggers: Stocks That Return 100-to-1 and How To Find Them “A valuable compilation which helps build the required mental & emotional resilience for the highly volatile world investors operate in.” - Gautam Baid, the Author of The Joys of Compounding: The Passionate Pursuit of Lifelong Learning, Managing Partner, Stellar Wealth Partners India Fund "Since I met him, I've been thoroughly impressed with Bogumil in many ways: His knowledge, passion for life and investing, preparation level, and thoughtfulness in every interaction and question he asks. For these reasons and many more, he's the perfect person to write the book on how to invest through a crisis, generally and specifically through the one we just lived through with the Covid pandemic." - Brad Barrett, Co-founder and Host of the ChooseFI Podcast "I believe in Bogumil, and I can say that he's one of the good guys in the finance space." - John Soforic, the Author of The Wealthy Gardener: Lessons on Prosperity ---- NEVER INVESTMENT ADVICE. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of members of Sicart Associates, a registered investment adviser, and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results. More information on Sicart Associates is available via its Form ADV disclosure documents available adviserinfo.sec.gov. --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message
Let's get to NUMBER #1 together! Kindle at $0.99, Already TOP #2 in Finance & Wealth Management, TOP #3 in Stock Market Investing & Investing in Amazon Hot New Releases. Get your copy today! Crisis Investing: 100 Essays - My new book. Crisis Investing: Infinite Investing: How do we win a game that has no end? Another sample essay for you to enjoy. “In the midst of every crisis lies great opportunity” – Albert Einstein This book is a chronological collection of 100 essays written over three years during the Global COVID Pandemic, with an added retrospective commentary. It is a treasure trove of everlasting investment principles shared through lessons, experiences, and memories from managing family fortunes through one of the most challenging periods for the economy and the stock market. As the author picked up his laptop and embarked on a personal journey, these essays were written in a midtown Manhattan high-rise office, two remote cabins in the woods, and the tropics, among other places. His perspective changed, while current events offered ample inspiration to write. "I highly recommend that anyone serious about long-term investing should not only add this book to their library but also include Bogumil in their investment ecosystem." - Guy Spier, a Zurich-based investor, the Author of The Education of a Value Investor, the manager of the Aquamarine Fund "Bogumil Baranowski's book, Crisis Investing, presents an insightful chronicle of the various challenges that investors faced during the pandemic era. With a wealth of experience as an investment advisor, Baranowski's collection of personal essays provides readers with invaluable lessons and advice on navigating markets and building wealth." - Lauren Templeton, Founder & Principal of Templeton & Philips Capital Management, LLC, the author with Scott Philipps of Investing the Templeton Way "For me, the years covered in your book have been a good test of core investment principles, especially being patient. Your book is a collection of wise observations made in real-time during those years and yet are timeless, as the best investment principles should be!" - Christopher Mayer, the Author of 100 Baggers: Stocks That Return 100-to-1 and How To Find Them "Since I met him, I've been thoroughly impressed with Bogumil in many ways: His knowledge, passion for life and investing, preparation level, and thoughtfulness in every interaction and question he asks. For these reasons and many more, he's the perfect person to write the book on how to invest through a crisis, generally and specifically through the one we just lived through with the Covid pandemic." - Brad Barrett, Co-founder and Host of the ChooseFI Podcast "I believe in Bogumil, and I can say that he's one of the good guys in the finance space." - John Soforic, the Author of The Wealthy Gardener: Lessons on Prosperity ---- NEVER INVESTMENT ADVICE. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of members of Sicart Associates, a registered investment adviser, and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results. More information on Sicart Associates is available via its Form ADV disclosure documents available adviserinfo.sec.gov. --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message
Let's get to NUMBER #1 together! Kindle at $0.99, Already TOP #2 in Finance & Wealth Management, TOP #3 in Stock Market Investing & Investing in Amazon Hot New Releases. Get your copy today! Crisis Investing: 100 Essays - My new book. Another sample essay for you to enjoy. Crisis Investing: Investing in Times of Pandemic “In the midst of every crisis lies great opportunity” – Albert Einstein This book is a chronological collection of 100 essays written over three years during the Global COVID Pandemic, with an added retrospective commentary. It is a treasure trove of everlasting investment principles shared through lessons, experiences, and memories from managing family fortunes through one of the most challenging periods for the economy and the stock market. As the author picked up his laptop and embarked on a personal journey, these essays were written in a midtown Manhattan high-rise office, two remote cabins in the woods, and the tropics, among other places. His perspective changed, while current events offered ample inspiration to write. "I highly recommend that anyone serious about long-term investing should not only add this book to their library but also include Bogumil in their investment ecosystem." - Guy Spier, a Zurich-based investor, the Author of The Education of a Value Investor, the manager of the Aquamarine Fund "Bogumil Baranowski's book, Crisis Investing, presents an insightful chronicle of the various challenges that investors faced during the pandemic era. With a wealth of experience as an investment advisor, Baranowski's collection of personal essays provides readers with invaluable lessons and advice on navigating markets and building wealth." - Lauren Templeton, Founder & Principal of Templeton & Philips Capital Management, LLC, the author with Scott Philipps of Investing the Templeton Way "For me, the years covered in your book have been a good test of core investment principles, especially being patient. Your book is a collection of wise observations made in real-time during those years and yet are timeless, as the best investment principles should be!" - Christopher Mayer, the Author of 100 Baggers: Stocks That Return 100-to-1 and How To Find Them “A valuable compilation which helps build the required mental & emotional resilience for the highly volatile world investors operate in.” - Gautam Baid, the Author of The Joys of Compounding: The Passionate Pursuit of Lifelong Learning, Managing Partner, Stellar Wealth Partners India Fund "Since I met him, I've been thoroughly impressed with Bogumil in many ways: His knowledge, passion for life and investing, preparation level, and thoughtfulness in every interaction and question he asks. For these reasons and many more, he's the perfect person to write the book on how to invest through a crisis, generally and specifically through the one we just lived through with the Covid pandemic." - Brad Barrett, Co-founder and Host of the ChooseFI Podcast "I believe in Bogumil, and I can say that he's one of the good guys in the finance space." - John Soforic, the Author of The Wealthy Gardener: Lessons on Prosperity ---- NEVER INVESTMENT ADVICE. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of members of Sicart Associates, a registered investment adviser, and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results. More information on Sicart Associates is available via its Form ADV disclosure documents available adviserinfo.sec.gov. --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message
Let's get to NUMBER #1 together! Kindle at $0.99, Already TOP #2 in Finance & Wealth Management, TOP #3 in Stock Market Investing & Investing in Amazon Hot New Releases. Get your copy today! Crisis Investing: 100 Essays - My new book. Crisis Investing: 100 Essays - Introduction “In the midst of every crisis lies great opportunity” – Albert Einstein Crisis Investing: 100 Essays - My new book. This book is a chronological collection of 100 essays written over three years during the Global COVID Pandemic, with an added retrospective commentary. It is a treasure trove of everlasting investment principles shared through lessons, experiences, and memories from managing family fortunes through one of the most challenging periods for the economy and the stock market. As the author picked up his laptop and embarked on a personal journey, these essays were written in a midtown Manhattan high-rise office, two remote cabins in the woods, and the tropics, among other places. His perspective changed, while current events offered ample inspiration to write."I highly recommend that anyone serious about long-term investing should not only add this book to their library but also include Bogumil in their investment ecosystem." - Guy Spier, a Zurich-based investor, the Author of The Education of a Value Investor, the manager of the Aquamarine Fund"Bogumil Baranowski's book, Crisis Investing, presents an insightful chronicle of the various challenges that investors faced during the pandemic era. With a wealth of experience as an investment advisor, Baranowski's collection of personal essays provides readers with invaluable lessons and advice on navigating markets and building wealth." - Lauren Templeton, Founder & Principal of Templeton & Philips Capital Management, LLC, the author with Scott Philipps of Investing the Templeton Way"For me, the years covered in your book have been a good test of core investment principles, especially being patient. Your book is a collection of wise observations made in real-time during those years and yet are timeless, as the best investment principles should be!" - Christopher Mayer, the Author of 100 Baggers: Stocks That Return 100-to-1 and How To Find Them“A valuable compilation which helps build the required mental & emotional resilience for the highly volatile world investors operate in.” - Gautam Baid, the Author of The Joys of Compounding: The Passionate Pursuit of Lifelong Learning, Managing Partner, Stellar Wealth Partners India Fund"Since I met him, I've been thoroughly impressed with Bogumil in many ways: His knowledge, passion for life and investing, preparation level, and thoughtfulness in every interaction and question he asks. For these reasons and many more, he's the perfect person to write the book on how to invest through a crisis, generally and specifically through the one we just lived through with the Covid pandemic." - Brad Barrett, Co-founder and Host of the ChooseFI Podcast"I believe in Bogumil, and I can say that he's one of the good guys in the finance space." - John Soforic, the Author of The Wealthy Gardener: Lessons on Prosperity ---- NEVER INVESTMENT ADVICE. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of members of Sicart Associates, a registered investment adviser, and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results. More information on Sicart Associates is available via its Form ADV disclosure documents available adviserinfo.sec.gov. --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message
I summarize and discuss an interview with legendary investor Charlie Munger, by fellow Berkshire Hathaway insider Todd Combs. The fireside chat with Munger is from April 2022, on the occasion of the 2022 Singleton Prize for CEO Excellence. Munger offers his wisdom on investing and life in general. Related content: Chris Mayer 100 Baggers: Stocks That Return 100 to 1! https://youtu.be/59CuGd2aAwg Full interview: Charlie Munger in Conversation with Todd Combs | Singleton Prize for CEO Excellence https://youtu.be/aciej48jbFk Highlights from Charlie Munger's Conversation with Todd Combs (2022 Singleton Prize for CEO Excellence), Neckar Substack https://neckar.substack.com/p/highlights-from-charlie-mungers-conversation Recommended investing book: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Christopher W Mayer (referral link): https://amzn.to/409n3dI Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
I summarize and discuss an interview with legendary investor Charlie Munger, by fellow Berkshire Hathaway insider Todd Combs. The fireside chat with Munger is from April 2022, on the occasion of the 2022 Singleton Prize for CEO Excellence. Munger offers his wisdom on investing and life in general. Related content: Chris Mayer 100 Baggers: Stocks That Return 100 to 1! https://youtu.be/59CuGd2aAwg Full interview: Charlie Munger in Conversation with Todd Combs | Singleton Prize for CEO Excellence https://youtu.be/aciej48jbFk Highlights from Charlie Munger's Conversation with Todd Combs (2022 Singleton Prize for CEO Excellence), Neckar Substack https://neckar.substack.com/p/highlights-from-charlie-mungers-conversation Recommended investing book: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Christopher W Mayer (referral link): https://amzn.to/409n3dI Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Is it possible to predict which stocks will grow to become 100 baggers? I summarize and discuss a recent interview with stock portfolio manager Chris Mayer, the author of the excellent investing book 100 Baggers, in which he explains the main characteristics of 100 baggers, and what to look for in these companies that have the potential to compound 100 times in value for every 1 dollar invested. Related episodes: Chris Mayer 100 Bagger Portfolio | Response to Stock Compounder https://youtu.be/vzjCkGWoJfs Full The Investor's Podcast Interview with Chris Mayer: 100 Baggers: Stocks that Return 100-1 w/ Chris Mayer (TIP543) https://youtu.be/ScZdenQbd8A Recommended Books: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Christopher W Mayer (referral link): https://amzn.to/409n3dI Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (refferal link) https://amzn.to/3Kv7p6R Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
Is it possible to predict which stocks will grow to become 100 baggers? I summarize and discuss a recent interview with stock portfolio manager Chris Mayer, the author of the excellent investing book 100 Baggers, in which he explains the main characteristics of 100 baggers, and what to look for in these companies that have the potential to compound 100 times in value for every 1 dollar invested. Related episodes: Chris Mayer 100 Bagger Portfolio | Response to Stock Compounder https://youtu.be/vzjCkGWoJfs Full The Investor's Podcast Interview with Chris Mayer: 100 Baggers: Stocks that Return 100-1 w/ Chris Mayer (TIP543) https://youtu.be/ScZdenQbd8A Recommended Books: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Christopher W Mayer (referral link): https://amzn.to/409n3dI Investing for Growth: How to make money by only buying the best companies in the world, by Terry Smith (refferal link) https://amzn.to/3Kv7p6R Using a referral link helps support the pod, thanks! The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
On today's episode, Clay sits down with Chris Mayer to discuss the lessons from his book - 100 Baggers. Chris is the author of 100 Baggers, and the portfolio manager of Woodlock House Family Capital. Chris's book was published in 2018, and has quickly become a favorite within the investing community. The book very clearly explains the ingredients needed for a stock to compound and grow to 100 Bagger status, which we discuss during this episode.IN THIS EPISODE YOU'LL LEARN:00:00 - Intro04:16 - The primary characteristics of companies that reached 100 Bagger status.07:08 - How Chris views valuation when purchasing high-quality companies.09:51 - How Chris assesses the durability of a moat.18:15 - Why stocks are one of the best long-term protections against calamity and chaos.44:27 - Why Chris prefers to own companies with management teams that own substantial portions of the company's stock.35:13 - Why Chris chose to concentrate his fund into only 10 holdings.37:04 - Chris's assessment of Constellation Software and why it's one of his favorite holdings.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESTune into our previous episode covering The Joys of Compounding or watch the video.Check out our recent episode covering Mark Leonard's Letters and Constellation Software or watch the video.Chris's fund: Woodlock House Family Capital.Chris Mayer's book: 100 Baggers.Thomas Phelps' book: 100 to 1 in the Stock Market.Barton Biggs' book: War, Wealth & Wisdom.Follow Chris on Twitter.Follow Clay on Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSHave peace of mind knowing River holds Bitcoin in multi-sig cold storage with 100% full reserves.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Make connections, gain knowledge, and uplift your governance CV by becoming a member of the AICD today.Easily diversify beyond stocks and bonds, and build wealth through streamlined CRE investing with EquityMultiple.Get yourself a Blockstream Jade -- An all-in-one, bitcoin-only hardware wallet that makes protecting your bitcoin so easy. Use the coupon code Fundamentals to get 10% off.What does happen when money and big feelings mix? Tune in to find out on the new podcast, Open Money, presented by Servus Credit Union.Apply for the Employee Retention Credit easily, no matter how busy you are, with Innovation Refunds.Have Commonwealth Private's Private Bankers take the time to understand your goals and tailor solutions that create less for you to do and more for you to enjoy.Send, spend, and receive money around the world easily with Wise.Discover the leading community for engaged investors, and the best source of investment analysis and opinion with Seeking Alpha. Listeners get a special deal: Alpha Picks for $99 + 1 month of FREE Seeking Alpha Premium!Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Finding a company that can compound their investments over a long period is the white whale of the value investor. While this search is often challenging, finding these companies can lead to substantial long-term gains. With the gamification of investing in recent years, the idea of holding an investment for a lifetime is being presented as less appealing than the app-driven, short-term profit mentality. Are you prepared to do the work up front so that you can feel confident in a less hands-on approach in the long run? By starting off with a careful analysis of these potential compounding investments, you can be less concerned with the day-to-day movements of the markets. If you're searching for possible compounders to add to your portfolio, get your free copy of Phil's Value Investing Cheat Sheet for help with those first steps: https://bit.ly/3KvCsjT Topics Discussed: Vista Outdoors Compounders Resources Discussed: 100 Baggers: Stocks That Return 100-to-1 and How To Find Them Learn more about your ad choices. Visit megaphone.fm/adchoices
Christopher Mayer is the founder of Woodlock House Family Capital and author of several books, including 100 Baggers. Before starting Woodlock House (which went live in January 2019), Mayer worked with Bonner & Partners and the Bonner family office. He was the editor of Capital & Crisis, published by Agora Financial from 2004-2015. He was a corporate banker from 1994-2004 and graduated magna cum laude with a degree in finance from the University of Maryland. He also has an MBA from the same institution. He is the author of Invest Like A Dealmaker: Secrets of a Former Banking Insider (2008), World Right Side Up: Investing Across Six Continents (2012), 100 Baggers: Stocks that Return 100-to-1 and How to Find Them (2015) and How Do You Know? A Guide to Thinking Clearly About Wall Street, Investing and Life (2018). Dear Fellow Time-Binder: Letters on General Semantics. We focus our discussions mostly on the 100 bagger book, and I hope to have Christopher back on the show to talk about the other books. We talk about the idea of finding and investing in stocks that could go up 100 times. Chris shares the story behind the inspiration for the book. We talk about building a portfolio of 100x stocks, market timing, and so much more. I would encourage you to stay tuned until the end, when Chris sheds more light on his definition of success. To me, Chris' book and this conversation continue to expand my imagination when it comes to what's possible in investing in stocks. (www.woodlockhousefamilycapital.com). Author Page on Amazon https://twitter.com/chriswmayer ---- To get regular updates and bonus content, please sign-up for my substack: https://bogumilbaranowski.substack.com/ Follow me on Twitter: https://twitter.com/bogumil_nyc Learn more about Talking Billions Learn more about Bogumil Baranowski Learn more about Sicart Associates, LLC. Read Money, Life, Family: My Handbook: My complete collection of principles on investing, finding work & life balance, and preserving family wealth. NEVER INVESTMENT ADVICE. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of members of Sicart Associates, a registered investment adviser, and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results. More information on Sicart Associates is available via its Form ADV disclosure documents available adviserinfo.sec.gov. --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message
I respond to a recent investing video by Stock Compounder - Brad Kaellner: Chris Mayer's 100 Bagger Portfolio REVEALED. Chris Mayer is a fund manager and the author of excellent investment book 100 Baggers: Stocks That Return 100-to-1 and How To Find Them. With considerable research, Brad was able to compile a list of Mayer's current holdings. I discuss the potential 100-bagger 10 stock portfolio, Mayer's investing approach, and focus on a couple stocks in the portfolio - one of which I own. Related video: Stock Compounder - Brad Kaeliner: Chris Mayer's 100 Bagger Portfolio REVEALED https://youtu.be/nXI_guImhb0 Making a purchase using a referral link below helps support the pod, thanks! 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Christopher W Mayer, 2018 (referral link): https://amzn.to/3YvYl6J I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
I respond to a recent investing video by Stock Compounder - Brad Kaellner: Chris Mayer's 100 Bagger Portfolio REVEALED. Chris Mayer is a fund manager and the author of excellent investment book 100 Baggers: Stocks That Return 100-to-1 and How To Find Them. With considerable research, Brad was able to compile a list of Mayer's current holdings. I discuss the potential 100-bagger 10 stock portfolio, Mayer's investing approach, and focus on a couple stocks in the portfolio - one of which I own. Related video: Stock Compounder - Brad Kaeliner: Chris Mayer's 100 Bagger Portfolio REVEALED https://youtu.be/nXI_guImhb0 Making a purchase using a referral link below helps support the pod, thanks! 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Christopher W Mayer, 2018 (referral link): https://amzn.to/3YvYl6J I use GuruFocus for historical, financial and valuation data, screeners, charts and comparison tools, to help me make smarter long-term investing decisions (refferal link): https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581 The main investment brokerage I use to buy and sell international stocks is Interactive Brokers (referral link): https://ibkr.com/referral/john5664 Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theartofvalue/message
We're cheating this week as the Stock Club crew are busy enjoying the festive period, so let's take another look at your favourite episode of the year — 100 Baggers with Chris Mayer.Chris Mayer is an investor, portfolio manager, and author of '100 Baggers: Stocks That Return 100-to-1 and How to Find Them'.In this interview, Emmet asks Chris about the strategy he uses for finding 100 baggers — those rare companies that grow 100-fold in value.Chris also:Shares the two key attributes he looks for in early-stage companies,Answers some listener questions, andGives some insight on the stocks that he likes the look of today!Wishing you all a Happy New Year. MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast. Hosted on Acast. See acast.com/privacy for more information.
My guest on the show today is Chris Mayer, the Portfolio Manager of the Woodlock House Family Capital fund and the co-founder of the firm. He is also the author of 100 Baggers: Stocks That Return 100-to-1 and How To Find Them. You will notice that we are doing something a little different with this episode. Chris is our first guest who is not an executive at a public company. But, since this podcast is called Compounders: The Anatomy of a Multibagger, we thought it would be great to have on the guy who literally wrote the book on finding 100-baggers. In this wide-ranging interview, Chris and I discussed: The common attributes of 100-baggers Chris found in his study of compounders; The biases that make it hard for investors to realize a 100-bagger; Why individual investors might be more likely than are institutional investors to get the full benefit of decades of compounding; Where serial acquirers fit within the 100-bagger paradigm; and Why high incremental returns on capital are so important to long-term success This episode of Compounders: The Anatomy of a Multibagger is sponsored by Tegus, an innovative and disruptive company that is changing the way professional investors work. For more information, please visit: https://www.tegus.co/ To get all the latest updates about the podcast, see who we'll have on next, as well as watch the video version of the pod, please follow us on twitter at @BenClaremon and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire. For more information about Cove Street Capital, please visit: https://covestreetcapital.com/ iTunes: https://apple.co/3xlUvPY Spotify: https://spoti.fi/3jxkxLl Each new episode will be available every Tuesday morning on Apple, Spotify and all podcast streaming platforms. All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of Cove Street Capital or any affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.
We're taking a break from the norm this week to bring you a very special interview with Chris Mayer — investor, portfolio manager, and author of '100 Baggers: Stocks That Return 100-to-1 and How to Find Them'. In this interview, Emmet asks Chris about the strategy he uses for finding 100 baggers — those rare companies that grow 100-fold in value. Chris shares the two key attributes he looks for in early-stage companies, answers some listener questions, and even gives some insight on the stocks that he likes the look of today! To catch up on all the latest investing analysis in MyWallSt, check out mywallst.com MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.
Finding a stock that returns 100 times your initial investment might sound like an improbable dream for most investors. After all, who would think that anyone could possibly turn $10,000 into $1 million with any reasonable degree of certainty? In fact, there are hundreds of stocks that have done exactly that in recent years. And anyone can find them if they know what to look for. In his book, “100 Baggers: Stocks That Return 100-to-1 and How To Find Them,” author, portfolio manager, and Woodlock House Family Capital co-founder Chris Mayer focuses on the characteristics shared by the remarkable companies underlying these stocks, and the challenges investors face buying and to realize life-changing returns. This week 7investing Lead Advisor Steve Symington sat down to down to talk with Chris about his own portfolio-management style, the most common traits of 100-bagger stocks, and how anyone can find them with patience and a long-term mindset. Stocks discussed include: Teledyne (NYSE: TDY), Monster Beverage (NASDAQ: MNST), Starbucks (NASDAQ: SUBX), Amazon.com (NASDAQ: AMZN), Square (NYSE: SQ), Apple (NASDAQ: AAPL), Coca-Cola (NYSE: KO), AutoZone (NYSE: AZO), Constellation Software (TSE: CFU), Berkshire Hathaway (NYSE: BRK-A)(NYSE: BRK-B), Pfizer (NYSE: PFE), Intuit (NASDAQ: INTU), NVIDIA (NASDAQ: NVDA), McDonald's (NYSE: MCD) Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message Support this podcast: https://anchor.fm/7investing/support
Review of Chris Mayer's Lost Chapter to his book "100 Baggers: Stocks That Return 100-to-1 and How to Find Them." In this paper he cites examples of wealthy people and how they became this way. As I have said before, success leaves clues. If you want to be a success in business or investing than study those that have done it already. You will quickly come to understand that there are common traits among these people. 100 Bagger The Lost Chapter: https://investmentlettercurator.blogs... A closer look at U.S. deaths due to COVID-19 https://web.archive.org/web/202011262... "100 Baggers: Stocks That Return 100-to-1 and How To Find Them" https://www.amazon.com/gp/product/162... Follow me on Twitter: @JohnPolomny
In Episode 4, Art discusses Christopher Mayer's 2018 book, 100 Baggers: Stocks That Return 100-to-1 and How To Find Them. How is this book relevant to contemporary value investing? 100 Baggers book: https://www.amazon.com/100-Baggers-Stocks-100-1/dp/1621291650 Leave Art a comment or question: Audio message: https://anchor.fm/artofvalueinvesting Twitter: @theartofvalue Email: theartofvalueinvesting@gmail.com --- Send in a voice message: https://anchor.fm/theartofvalue/message
In Episode 4, Art discusses Christopher Mayer's 2018 book, 100 Baggers: Stocks That Return 100-to-1 and How To Find Them. How is this book relevant to contemporary value investing? 100 Baggers book: https://www.amazon.com/100-Baggers-Stocks-100-1/dp/1621291650 Leave Art a comment or question: Audio message: https://anchor.fm/artofvalueinvesting Twitter: @theartofvalue Email: theartofvalueinvesting@gmail.com --- Send in a voice message: https://anchor.fm/theartofvalue/message
Chris Mayer is co-founder and Portfolio Manager of the Woodlock House Family Capital fund. He also blogs about the thing he loves the most, investing. He started his career as a corporate lender, which taught him about managing risk and how business works. Next, he started his newsletter, called Capital & Crisis, which led him into 15 years of writing investment newsletters. Chris has written four books: Invest Like a Dealmaker: Secrets from a Former Banking Insider; The World Right side up: Investing Across Six Continents; 100 Baggers: Stocks That Return 100-to-1 and How To Find Them; How Do You Know? A Guide to Investing, Wall Street, and Life. “Valuation is important, but it’s secondary to quality. I won’t buy something just because it’s super cheap if it doesn’t have all the other quality aspects that I like.” Chris Mayer Worst investment ever Taking advantage of the 2008 financial crisis When the financial crisis hit the US in 2008, Chris reasoned that it would be an excellent time to start investing in the stock market. His strategy was to buy the cheapest available businesses and ignore the expensive ones. So he went ahead and found a couple of inexpensive companies. Cheap is just cheap The businesses that Chris bought into were not necessarily good businesses with a promising future; they were just cheap. But he knew he could easily sell them off later. After the crisis, Chris sold off the companies here and there once they started appreciating or reaching his target price. He, however, didn’t make so much money to write home about. He should have gone with the expensive options The companies that Chris ignored because they were expensive at the time went on to recover after the market fall and continue to thrive. Had Chris paid attention to such companies and probably invested in just one or two instead of a handful cheap ones, he’d still be making money from that investment. Lessons learned Buy the best not the cheapest When looking for stocks to invest in, go for the very best companies. They may seem expensive, but in the long-term, these are the companies that are going to bring you the best return. Go for quality over price. Investing is a long-term game When it comes to investing, you have to think long-term. Most of the best performing businesses today were not built in a day. They have about 20-25 years backing their success. Andrew’s takeaways Don’t be lured by a low price Just because it’s cheap doesn’t mean you have to buy it. Actionable advice Find five businesses that you would love to own and put them on a wishlist. Follow and keep an eye on them. Wait until you see a 20%-fall in the stock market and then go ahead and pick one and buy it. No. 1 goal for the next 12 months Chris’s number one goal for the next 12 months is to find one high-value investor. Parting words “Don’t give up. Be patient. It’s a tough game. Everyone makes mistakes, so you just got to keep soldiering on.” Chris Mayer Connect with Chris Mayer Twitter Website Andrew’s books How to Start Building Your Wealth Investing in the Stock Market My Worst Investment Ever 9 Valuation Mistakes and How to Avoid Them Transform Your Business with Dr.Deming’s 14 Points Andrew’s online programs Valuation Master Class How to Start Building Your Wealth Investing in the Stock Market Finance Made Ridiculously Simple Become a Great Presenter and Increase Your Influence Transform Your Business with Dr. Deming’s 14 Points Connect with Andrew Stotz: astotz.com LinkedIn Facebook Instagram Twitter YouTube My Worst Investment Ever Podcast
After Dinner Investing | On The Hunt For No-Brainer Stock Investments
Welcome back to the After Dinner Investing podcast! This week we're breaking down the investment in Synchrony Financial, we cover updates on Fiat Chrysler and Party City, we talk about Mohnish Pabrai's investment in Micron Technology and Harold Hamm's $39 million dollar purchase of additional Continental Resources shares, and we finish up with some scuttlebutt. Thanks for listening, thanks for sharing!We Are Up 28% So Far On Synchrony Financial - https://afterdinnerinvestor.com/up-28-percent-on-synchrony-financial/Focusing on FCAU’s Business Results And Dividends - https://afterdinnerinvestor.com/focusing-on-fcaus-business-results-and-dividends/Party City Down 15% In One Day - https://afterdinnerinvestor.com/party-city-down-15-in-one-day/100 Baggers: Stocks That Return 100-to-1 and How To Find Them - https://amzn.to/2XF9ovZContinental Resources CEO Harold Hamm Bought $39 Million of Stock - https://www.barrons.com/articles/continental-resources-ceo-harold-hamm-is-buying-up-stock-51551201706Watch CNBC's full interview with iconic investor Warren Buffett - https://youtu.be/Pqc56crs56sCharlie Munger Speaks at Daily Journal Annual Meeting - https://youtu.be/X1Oi3esiry8Berkshire Hathaway VP Charlie Munger on investing - https://youtu.be/peUrLZ24GfMThe Latest Trend in Mobile Gaming: Stock-Trading Apps - https://www.wsj.com/articles/the-latest-trend-in-mobile-gaming-stock-trading-apps-11548158400Young Voters Keep Moving to the Left on Social Issues, Republicans Included - https://www.nytimes.com/2019/01/23/us/gop-liberal-america-millennials.htmlHBO’s C.E.O., an Emmy Magnet, Steps Down - https://www.nytimes.com/2019/02/28/business/media/richard-plepler-hbo-ceo.htmlDebt Collector Seizes Family’s Prized Pug and Sells It on eBay - https://www.nytimes.com/2019/02/28/world/europe/debt-collector-pug-germany.html
Why should you invest in companies? You have other options.. Cryptocurrency, real estate, gold, silver, etc. But why invest in companies?? Book: 100 Baggers: Stocks That Return 100-To-1 and How to Find Them: https://www.amazon.com/dp/B019978QJQ/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1 The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Collins-Business-Essentials-ebook/dp/B000FC12C8/ref=sr_1_4?s=digital-text&ie=UTF8&qid=1535575493&sr=1-4&keywords=intelligent+investor The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success https://www.amazon.com/Outsiders-Unconventional-Radically-Rational-Blueprint/dp/1422162672 website: http://www.valueinvestor.org facebook: https://www.facebook.com/vi1949 twitter: https://twitter.com/vi1949 instagram: https://www.instagram.com/_vi1949/
Chris Mayer, the author of "100 Baggers: Stocks That Return 100-to-1 and How to Find Them", joins the show to talk about the Berkshire Hathaway annual meeting and Warren Buffett's comments on gold.
Chris Mayer, the author of "100 Baggers: Stocks That Return 100-to-1 and How to Find Them", joins the show to talk about the Berkshire Hathaway annual meeting and Warren Buffett's comments on gold.
Writer and stock analyst Chris Mayer joined Callum on the podcast to discuss the release of his latest book. It's called 100 Baggers: Stocks That Return 100 to 1 and How to Find Them. Tune in and discover… The man Chris discovered in 2011, who inspired his new book and changed his investing approach despite 10 years of success… Chris's statistical study that cost US$140,000 on the 100-bagger stocks from the last 50 years… The characteristics the best performing stocks have, that you need to find… How the study revealed an intriguing insight about which industries the best stocks were in… Why the hardest part of dealing with 100-bagger stocks is not what you think… The secret of the ‘coffee can' portfolio… How Chris decides when he's wrong about a stock… What the financial statements can tell you about a company…and, crucially, what they can't… The ‘twin engines' that fueled the stocks that turned $10,000 into over a million in the last 50 years… Why you have time on your side as an investor… The surprising truth about the price you can pay and still make big money… Chris's insight into Warren Buffett and his company Berkshire Hathaway… Plus more!
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