Excess Returns  cover image

Excess Returns

100 Baggers Leave Fingerprints | Chris Mayer Wrote the Book and Tells You How to Find Them

Apr 7, 2025
Join investment expert Chris Mayer, author of '100 Baggers,' and co-host Bogumil Baranowski as they uncover the secrets to finding future 100-bagger stocks. They dive into the role of AI in investment opportunities and the critical mindset for thriving amidst market volatility. Explore the merits of concentrated investing, the influence of CEOs on company performance, and timeless principles that emphasize patience and a long-term approach. This conversation is packed with valuable insights for both seasoned investors and newcomers.
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Podcast summary created with Snipd AI

Quick takeaways

  • Investors should focus on businesses exhibiting clear signs of growth over time, rather than rushing into early-stage investments without data.
  • Artificial intelligence is a promising investment area, but requires patient observation to identify future industry leaders amidst hype.

Deep dives

The Early Days of Investment Opportunities

Investing in early-stage companies can be challenging as their profitability may not be immediately apparent. However, identifying potentially great businesses early does not mean investors should rush into buying shares. Successful companies often show clear indicators of growth over time, allowing investors to take advantage of buying opportunities later when more data becomes available. For instance, the case of Lobster Beverage illustrates that significant returns were achievable by investing over time rather than getting in at the very start.

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