Subscribe on Spotify
https://open.spotify.com/show/5IsVVM27KWP6SUW6KN2ife
Subscribe on Apple Podcasts
https://podcasts.apple.com/us/podcast/the-100-year-thinkers-long-term-compounding-in-a-short-term-world/id1845466003
Subscribe on YouTube
https://youtube.com/@excessreturns
In this episode of The 100 Year Thinkers, Chris Mayer, Robert Hagstrom, Bogumil Baranowski, and Matt Zeigler dive deep into what truly makes a great business and how long-term investors can develop the conviction to hold through volatility, dead-money periods, and inevitable mistakes. They break down the characteristics of the perfect business, the behavioral challenges of long-term investing, the pain of errors of omission, how to evaluate management, and why returns on capital and cash generation matter so much over decades.
