Chris Mayer - I Do Think The Biggest Challenge…Is Keeping It, Holding On To It | #165

The Meb Faber Show - Better Investing

The Idea Farm

Management, Investing, Business

4.8 • 978 Ratings

🗓️ 17 July 2019

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In episode 165, we welcome our guest, Chris Mayer. Meb starts off asking Chris about his background, then shifts to the subject of 100 baggers. Chris provides insight into his work on analyzing companies that have returned 100-to-1. He discusses the broad characteristics of 100 baggers, and the patience required to get through the challenging journey of the roughly 20 years he expects it to take for those kinds of companies to earn that return. Next, Chris talks about the Bonner family, the founding of Woodlock House Family Capital, and the fund he’s running. Meb then asks Chris to walk through his world view. Chris talks about resisting trying to create some type of narrative, and picking through opportunities as they come. He discusses his current regional exposure, as well as a few names he’s written about recently and the opportunities he’s seeing there. Chris then expands on his process, and how he doesn’t rely on screens as much as a watchlist he has built and his own research. As the conversation winds down, Chris covers transparency, the process of writing, and how it has forced him to organize his thoughts. Hear all this and more in episode 165, including some recommended resources, and Chris’s most memorable investment. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Fabor Show, where the focus is on helping you grow and preserve your wealth.
0:12.7	Join us as we discuss the craft of investing
0:15.6	and uncover new and profitable ideas,
0:18.4	all to help you grow wealthier and wiser.
0:20.8	Better investing starts here.
0:23.0	Mepp Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:31.0	Due to industry regulations, he will not discuss any of Cambria's funds on this
0:35.5	podcast.
0:36.8	All opinions expressed by podcast participants are solely their own opinions and do not
0:41.0	reflect the opinion of Cambria Investment Management or its
0:43.6	affiliates. For more information visit cambria Investments.com.
0:49.4	Hey friends, welcome podcast listeners happy July 4th. We're recording this the week after we have a really fun guest today one of my favorite writers of all time
0:59.9	Authors is one of my favorite books. He's also the co-founder of the Woodlock House Family Capital
1:05.0	and PM of the Woodlock House Family Capital Fund.
1:08.0	Its background includes Stent as a corporate lender
1:11.0	for a long time, wrote his own investment research newsletter capital in crisis
1:14.8	and written a bunch of books including the aforementioned a hundred baggers and also
1:18.8	how do you know guide to clear thinking about Wall Street investing life. Welcome to the show, Chris Meyer.
1:24.4	Hey, thanks for having met it.
1:25.9	Chris, it's great for you to be here my old stomping grounds of Gathersburg,
1:30.6	Maryland.
1:31.4	Listeners would appreciate this that my very first house out of college, I remember, found
	...

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