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What I Learned From Chris Mayer | 100 Baggers & How Do
What I Learned From Chris Mayer | 100 Baggers & How Do You Know? Insights w/ Clay Finck (TIP633)
#Learned #Chris #Mayer #Baggers
“We Study Billionaires”
Clay shares the most important lessons heβs learned from Chris Mayer.
Chris Mayer is the author of 100 Baggers and the co-founder and portfolio manager of Woodlock House Family Capital.
IN THIS EPISODE YOUβLL LEARN:
00:00:00 – Intro
00:03:37 – Cloning
00:08:29 – Humility
00:09:58 – 100…
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Chris is holding Shopify with ROIC of -14.671%, any ideas what's his thesis there?
Where we can see the portfolio of Chris?
Clay, I love your coverage of Chris Mayer and stocks in general. However, Copart may be about to be disrupted in terms of their moat. Tesla has damn near got the full self driving thing perfected. Yes, it may not be for 2 to 5 years until it is fully operational. But it is going to happen. I believe sooner rather than later. Chris doesn't seem to be worried about it, however. I like most his stocks but I have to think for myself on that one. Tesla is spending over 10 Billion this year on FSD!!! It is going to happen.
The GOAT
Only Eledator offers good returns from copy trading. And I don't see the point of working with some other risky platforms…
Great points. Think many people think from a value investing perspective so want cheap or undervalued stocks. Growth stocks are rarely at a discount and usually at 52 week highs.
How do you evaluate a growth stock that will keep compounding? High gross Margins, high ROIC, consistent and growing free cash flow, increasing revenues at least 15% a year, stock buy backs only when it is cheap for the company to use the money that way, competitive advantage or moat that other companies have difficulty to get into same area, high insider ownership, long growth runway 15-20 year to achieve 100 bagger status, most would have to be a microcap or small cap to have enough long runway to grow. Itβs much harder to increase growth in larger cap companies than small caps.
A lesson I learned from this video: I often confused about the following two situations: 1) buying a temporarily hyped-up company at a historic high price in FOMO. 2) buying a long-track-record consistent high quality company at a historic high price. They both buying at a high price, but the latter will more probabable to achieve long-term success than the first. Therefore, buying a company at ts historic high price is not always a bad move. Of course, waiting for a dip, or correction would be great, but most of the high quality companies seldom have those. Thanks, Clay!
What are the 11 stocks in Chris Meyers portfolio?