We Study Billionaires - The Investor’s Podcast Network
TIP608: Long-Term Compounding w/ Chris Mayer
Feb 16, 2024
Chris Mayer, the author of "100 Baggers" and co-founder of Woodlock House Family Capital, shares his insights on long-term compounding in investing. He highlights the impressive performance of his fund in 2023 and dives into the fascinating world of Constellation Software. Mayer discusses its decentralized business model, recent spinoffs, and the strategies behind successful acquisitions. He also elaborates on the organic growth focus of subsidiaries like Topicus and shares his thoughts on the valuation of these innovative companies.
01:03:02
Episode guests
AI Summary
Highlights
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Long-term compounding is a powerful strategy for achieving high returns in the stock market.
- Investing in high-quality businesses with sustainable growth is essential for long-term compounding.
Deep dives
Long-term compounding and investing in high-quality businesses
The podcast episode discusses the power of long-term compounding in the stock market by investing in high-quality businesses. The speaker emphasizes the importance of recognizing the potential for compounding returns over time and highlights the role of investing in very high-quality businesses. Specific examples of holdings, such as Constellation Software, Topikis.com, and Lumine, are mentioned as examples of successful companies that have benefited from long-term compounding.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
