Chris Mayer

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.

Chris Mayer, an expert in serial acquirers, discusses the qualities that make them compelling investments. Topics include valuation, decentralization, leverage in mergers, scaling serial acquirers, and traits of successful acquirers. He also shares his favorite debt ratios and the importance of aligning incentives between companies. A fascinating exploration of the world of serial acquirers.

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.

Chris Mayer, a portfolio manager at Woodlock House Family Capital and author of "100 Baggers," returns to share wisdom from his latest book, "How Do You Know?" He emphasizes the importance of clear thinking in investing, challenging traditional finance terms that often confuse investors. Mayer critiques the reliance on economic labels and insists on understanding company dynamics over mere market trends. He discusses lifelong learning as key to investment success and shares insights on navigating perceived unattractive industries for long-term gains.

In this engaging discussion, Chris Mayer, author of "100 Baggers" and portfolio manager at Woodlock House Family Capital, shares his expertise on identifying stocks that can appreciate 100-fold. He outlines the key traits of successful companies, the significance of management ownership, and his preference for a concentrated portfolio of high-quality stocks. Mayer emphasizes that stocks serve as a strong hedge against chaos and evaluates the powerful model of Constellation Software, revealing insights that could transform your investment strategy.

Robert Leonard chats with Chris Mayer about finding 100 bagger stocks – what to look for, how to find them, what metrics to analyze, how to think about valuation, the company’s management team, and much more.Chris is the Portfolio Manager and co-founder of Woodlock House Family Capital, and author of the book 100 Baggers. IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro01:34 - What Chris learned after studying 365 stocks that became 100 baggers in the past.03:45 - What were the common characteristics of these 100 bagger stocks? 06:42 - How early did investors have to get into these stocks to 100x their returns? 08:24 - What was the average market cap of the companies that went on to become 100 baggers? 36:30 - An example of one of Chris’s stock picks he thinks will become a future 100 bagger.42:42 - The importance of business quality over current valuation and what metrics to look at. 50:44 - Potential traps investors can fall into when trying to find 100 baggers. 55:38 - When Chris would consider selling one of his stocks. 59:09 - Chris’s investment process to find future 100- baggers today. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out:  Woodlock House Family Capital.   Check out Chris Mayer's Book: 100 Baggers: Stocks that Return 100-to-1 and How to Find Them. Check out TIP's article: 100 Bagger Stocks: What They Are and How to Find Them. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORSSupport our free podcast by supporting our sponsors: TurboTax Airbnb Public Bluehost Connect with Robert:  TwitterEmail: robert@theinvestorspodcast.comConnect with Chris: Website | Twitter Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Chris Mayer, an investor and author, is known for his insightful works on assumption and abstraction. Joined by Anne-Laure Le Cunff, founder of Ness Labs and author of "Tiny Experiments," they explore the intersection of curiosity and creativity. They share personal experiences with burnout and the importance of balancing structured creativity with spontaneity. Key topics include effective journaling, the evolutionary drive of curiosity, and the transformative power of community collaboration in overcoming challenges and fostering innovation.

Chris Mayer, founder of Woodlock House Family Capital, shares insights on finding 100 Baggers stocks, focusing on long-term investing principles, respect for family businesses, and corporate culture. He emphasizes quality over quantity, owning just 11 stocks. This episode delves into his rejection of short-term focus from investors and the power of continuous writing in decision-making.

Chris Mayer, author of '100 Baggers: Stocks That Return 100-to-1', sheds light on long-term investing strategies and the secrets to identifying high-potential stocks. He discusses the impact of AI on emerging industries and how time reveals the true winners. Mayer highlights the importance of understanding market psychology, especially during volatility, and the merits of concentrated investing in a competitive landscape. His insights on capital allocation and the mindset of sustainable business ownership make this conversation invaluable for investors at any level.

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.