The Canadian Investor Businesses That Provide Monster Returns (100x Stories with Chris Mayer)
Aug 31, 2023
Chris Mayer, author of 100 Baggers and Woodlock House Family Capital, discusses long term investing, characteristics of great businesses, volatility, growth KPIs, and serial acquirers. Topics include the coffee can portfolio, importance of growth in revenue, balancing multiple with return, appeal of serial acquirers, and the importance of picking the right jockey in investment.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
The Coffee Can Portfolio: Long-term Investing
02:45 • 19min
Importance of Growth in Revenue and Balancing Multiple with Return
21:41 • 5min
The Appeal of Serial Acquirers in the Investment Portfolio
26:13 • 2min
The Importance of Picking the Right Jockey in Investment
28:04 • 5min
Finding Chris Mayer's Work Online
33:26 • 4min