TIP543: 100 Baggers: Stocks that Return 100-1 w/ Chris Mayer
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 9 April 2023
⏱️ 50 minutes
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Summary
Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:03.2 | On today's episode, I sit down with Chris Mayer to discuss the lessons from his book, |
| 0:08.0 | 100 Baggers. |
| 0:09.8 | Chris is the portfolio manager of Woodlock House Family Capital. |
| 0:13.7 | Chris's book was published in 2018, and it has quickly become a favorite within the |
| 0:18.8 | investing community. |
| 0:20.3 | The book very clearly explains the ingredients needed for a stock to compound and grow to |
| 0:25.4 | 100 Bagger status, which is what we discussed during this episode. |
| 0:29.6 | In this episode, you'll learn the primary characteristics of companies that reached |
| 0:33.0 | 100 Bagger status in the past. |
| 0:35.3 | How Chris views valuation when purchasing high-quality companies. |
| 0:39.3 | How Chris assesses the durability of a moat. |
| 0:42.4 | Why stocks are one of the best long-term protections against calamity in chaos. |
| 0:47.4 | Why Chris prefers to own companies with management teams that own substantial portions of the |
| 0:52.0 | company's stock. |
| 0:53.4 | Why Chris chose to concentrate his fund into only 10 holdings. |
| 0:57.7 | Chris's assessment of constellation software and why it's one of his favorite positions |
| 1:02.2 | and so much more. |
| 1:03.9 | Chris is a wealth of knowledge and has really helped me a lot personally with determining |
| 1:08.1 | what are the most important attributes of a business to look at. |
| 1:11.6 | I find it really fascinating to study some of the companies that are in his portfolio, |
| 1:16.1 | such as constellation software, topicus, copar, and old dominion freight line. |
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