Christopher Mayer's guest appearances

Christopher Mayer

Five Good Questions Podcast

Equity Mates Investing Podcast

Co čtu

Home Builder Happy Hour

Matt Ridley

Meb Faber

Michael Mauboussin

Dorie Clark

Jason Zweig

Jon Vroman

Ramit Sethi

Yanis Varoufakis

James Clear

Adam Levin

Warren Buffett

Charlie Munger

Erik Larson

Matt Taibbi

Steve Kamb

OwlTail

This episode Alec chats to Christopher Mayer - the author of 100-baggers: Stocks that return 100-to-1 and how to find them and the cofounder and portfolio manager of Woodlock House Family Capital.  Alec describes him as an epic guest, and it is a pretty epic conversation. Together they chat about the concept of a 100 Bagger, he chats about a couple of examples, and they look at common traits they all share. Then Chris outlines where his search for 100-baggers start, and how he filters the investment universe. Want more Equity Mates? Click here. *In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ***Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See acast.com/privacy for more information.

This episode Alec chats to Christopher Mayer - the author of <a href="https://www.amazon.com.au/100-Baggers-Stocks-100-1/dp/1621291650?crid=1O8YKXN0S61GJ&amp;keywords=100+baggers+stocks+that+return+100-to-1+and+how+to+find+them&amp;qid=1685404795&amp;sprefix=100+BAGGERS:+STOCKS+THAT+RETURN+100-TO-1+AND+HOW+TO+FIND+THEM,aps,517&amp;sr=8-1&amp;linkCode=sl1&amp;tag=google060-22&amp;linkId=324add002f4662f3522c1fb038bbc2e4&amp;ref_=as_li_ss_tl" rel="noopener noreferrer nofollow" target="_blank">100-baggers: Stocks that return 100-to-1 and how to find them</a> and the cofounder and portfolio manager of Woodlock House Family Capital. Alec describes him as an epic guest, and it is a pretty epic conversation. Together they chat about the concept of a 100 Bagger, he chats about a couple of examples, and they look at common traits they all share. Then Chris outlines where his search for 100-baggers start, and how he filters the investment universe. Want more Equity Mates? Click <a href="https://linktr.ee/equitymatesmedia" rel="noopener noreferrer nofollow" target="_blank">here</a>. *In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ***Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Equity Mates is part of the Acast Creator Network.  Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Expert: Christopher Mayer - The search for 100-baggers

Audiorecenze knihy pro individuální investory o akciích, které vyrostly na 100násobek své původní ceny.

Christopher Mayer: 100 Baggers

Chris Mayer is the Investment Director of Bonner &amp; Partners, a financial research firm.  He is the author of Invest Like A Dealmaker: Secrets from a former banking insider, World Right Side Up: Investing Across Six Continents and, most recently, 100 Baggers: Stocks that Return 100-to-1 and How to Find Them.   Five Good Questions:  What are some of the key ingredients that might point to a 100x investment return?  Do we just have to depend on luck and strike oil or benefit from a big pharmaceutical drug approval, or is there any skill involved? When I was teaching at UC Davis’s MBA program, we did a study where we examined the performance of investing gurus vs. various value investing studies (Tweedy Browne, Magic Formula, What Works on Wall Street etc.).  It was amazing how the studies trounced even the pros.  One reason is likely liquidity, the bigger pros couldn’t get into smaller investments that the study did, which could constrain returns.  But another hypothesis I had was that because the studies are so mechanically driven and only sell after certain time periods, perhaps the studies participated in some of the market irrationality to the upside for a given stock.  A guru would have taken advantage of the downside irrationality of a low P/E, but then sold out before it ever got to an extreme high P/E.  How does this fit into your “coffee can” approach. Your book is full of off-the-beaten path stories, including a tontine.  What the hell is a tontine? ;) We all know about Graham and Buffett, but what made Keynes such a great investor? Buffett has a great article from way back in the day called “How Inflation Swindles the Equity Investor.”  It’s early Buffett, so it’s a little technical, but I thought you did a great job of simplifying it in your book and explaining how light-asset businesses are a better bet in inflationary environments.  Can you walk us through your reasoning?  

Chris Mayer is the Investment Director of Bonner &amp; Partners, a financial research firm.  He is the author of Invest Like A Dealmaker: Secrets from a former banking insider, World Right Side Up: Investing Across Six Continents and, most recently, <a href="http://amzn.to/1nqgTUt" rel="nofollow" target="_blank">100 Baggers: Stocks that Return 100-to-1 and How to Find Them</a>. Five Good Questions: <ol> <li>What are some of the key ingredients that might point to a 100x investment return?  Do we just have to depend on luck and strike oil or benefit from a big pharmaceutical drug approval, or is there any skill involved?</li> <li>When I was teaching at UC Davis’s MBA program, we did a study where we examined the performance of investing gurus vs. various value investing studies (Tweedy Browne, Magic Formula, What Works on Wall Street etc.).  It was amazing how the studies trounced even the pros.  One reason is likely liquidity, the bigger pros couldn’t get into smaller investments that the study did, which could constrain returns.  But another hypothesis I had was that because the studies are so mechanically driven and only sell after certain time periods, perhaps the studies participated in some of the market irrationality to the upside for a given stock.  A guru would have taken advantage of the downside irrationality of a low P/E, but then sold out before it ever got to an extreme high P/E.  How does this fit into your “coffee can” approach.</li> <li>Your book is full of off-the-beaten path stories, including a tontine.  What the hell is a tontine? ;)</li> <li>We all know about Graham and Buffett, but what made Keynes such a great investor?</li> <li>Buffett has a great article from way back in the day called “<a href="http://fortune.com/2011/06/12/buffett-how-inflation-swindles-the-equity-investor-fortune-classics-1977/" rel="nofollow" target="_blank">How Inflation Swindles the Equity Investor</a>.”  It’s early Buffett, so it’s a little technical, but I thought you did a great job of simplifying it in your book and explaining how light-asset businesses are a better bet in inflationary environments.  Can you walk us through your reasoning?  </li></ol>

5GQ Christopher Mayer - 100 Baggers