David Barr chats with Chris Mayer, Portfolio Manager of the Woodlock House Family Capital fund and co-founder of the firm.
Subtitle: A deep dive into making a 100x return on investment.
In this episode David Barr, President, CEO and Portfolio Manager, chats with Chris Mayer, Portfolio Manager of the Woodlock House Family Capital fund and co-founder of the firm. They discuss Chris’ novel 100 Baggers: Stocks that Return 100-to-1 and How to Find Them, including his motivation to write the book, themes from key chapters and how his knowledge from experiencing COVID-19 would influence the book if he wrote it today. They also cover names that they both hold in their portfolios and the key principles Chris turns to when looking for the next “100 bagger”.
Key Takeaways
| [01:07] | 100 to 1 in the Stock Market by Thomas Phelps and how the book inspired Chris to write 100 Baggers. |
| [07:16] | The “coffee can portfolio” and the tools that Chris uses to hold stocks for the long-term when other investors thinking is short-term. |
| [11:43] | The “dry powder” that typically makes owner-operators more successful at building wealth in companies. |
| [16:23] | Investment opportunities that Chris is seeing in Europe. |
| [17:21] | How writing 100 Baggers changed Chris’ investment process and how the book covers position sizing. |
| [23:28] | How the COVID-19 pandemic would shape a chapter in 100 Baggers if it were written today. |
| [25:43] | Some names that David and Chris both hold in their portfolios, including Texas Pacific. |
| [31:25] | The key principles Chris follows to find a 100 bagger - not a simple checklist. |
| [35:39] | Some book recommendations from Chris and a discussion about when his next book may be. |
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