Intro | 3min snip from We Study Billionaires - The Investor’s Podcast Network

Get the app

TIP543: 100 Baggers: Stocks that Return 100-1 w/ Chris Mayer

We Study Billionaires - The Investor’s Podcast Network

chevron_right

notes

CHAPTER

Intro

This chapter discusses the characteristics of stocks known as '100 baggers' and the factors that contribute to their remarkable growth. It features personal investment anecdotes that underscore the importance of patience and strategic decision-making in successful investing.

00:00

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

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 - Intro

04:16 - 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 RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Tune 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.

SPONSORS

Support our free podcast by supporting our sponsors:

River
Toyota
Sun Life
The Bitcoin Way
Range Rover
Sound Advisory
BAM Capital
Fidelity
SimpleMining
Briggs & Riley
Public
Shopify

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.

Home Top podcasts Popular guests