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Long-Term Investing and Compounding Growth
Exploring the strategies of long-term investing in high-quality businesses, compounding growth, and the importance of diversification and patience in the market. The chapter delves into managing portfolio positions, letting winners grow, and the challenges in investing in serial acquirers.
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.
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