Exploring Compounding Growth in Software Investments

This chapter examines Topicus, a key player within the Constellation Software family, focusing on its growth through acquisitions and return on capital. It underscores the value of patience in long-term investment strategies and the potential for substantial compounding growth.

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On today’s episode, Clay shares the most important lessons he’s learned from Chris Mayer.

Chris Mayer is the author of 100 Baggers and the co-founder and portfolio manager of Woodlock House Family Capital.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

05:02 - The potential dangers of cloning.

09:40 - What Clay learned from reading 100 Baggers by Chris Mayer.

26:39 - Common characteristics of 100 Baggers.

32:03 - Lessons from Chris’s lesser-known book — How Do You Know?

49:39 - Chris’s secret to success in long-term compounding.

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, Kyle, and the other community members.
Chris’s books: 100 Baggers & How Do You Know.
Thomas Phelp’s book: 100 to 1 in the Stock Market.
William Thorndike’s book: The Outsiders.
Related Episode: TIP543: 100 Baggers: Stocks that Increase 100:1 w/ Chris Mayer | YouTube Video.
Related Episode: TIP569: An Investor's Guide to Clear Thinking w/ Chris Mayer | YouTube Video.
Related Episode: TIP608: Long-Term Compounding w/ Chris Mayer | YouTube Video.
Related Episode: MI310: A Serial Acquirer's Deep Dive w/ Chris Mayer | YouTube Video.
Check out Mohnish’s Q&A with YPO.
Check out all the books mentioned and discussed in our podcast episodes here.
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