The Intrinsic Value Podcast - The Investor’s Podcast Network MI276: Finding 100 Bagger Stocks w/ Chris Mayer
27 snips
Jun 13, 2023 
Chris Mayer explores what 365 past 100-bagger stocks can teach investors, from company size and competitive advantages to management, valuation, and the grit needed to withstand steep drops. He also discusses how he searches globally for promising businesses, when a changing thesis might prompt a sale, and how he sizes positions.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 3min
The Key Components of Growth
02:47 • 2min
How Early Investors Need to Be in Companies to Get a 100 X Return
04:58 • 3min
How to Buy 100 Baggers
07:36 • 2min
How to Find Great Businesses
09:54 • 2min
NetSuite: The Number One Cloud Financial System
11:27 • 3min
The Struggle to Maintain a Competitive Advantage
14:15 • 3min
How to Invest When Your Thesis Changes
17:39 • 2min
How to Valuation a Business
19:11 • 2min
The Importance of Balance in Investing
21:01 • 2min
The Risks of Trading Unprofitable Stocks
23:01 • 2min
The Importance of Reinvestment Rates
24:40 • 3min
NetSuite: The Best Offer We've Ever Seen
27:18 • 4min
How to Find the Right Stocks for You
31:43 • 2min
Investing Wisdom in Buffett
34:05 • 2min
The Dangers of Losing a Founder
35:55 • 2min
How to Find 100-Bagger Opportunities With Great Returns
38:08 • 2min
How to Double Down Your Stock Portfolio
40:02 • 2min
The Importance of Sector Allocation
41:49 • 3min
Millennial Investing: How to Find a 100 Bagger
44:21 • 3min