Chris Mayer
Footnotes to Phelps (100 to 1)
Below are some ideas I’ve been noodling on, but that are too short for a blog post of their own. So, I’m stringing them together here....
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Chris Mayer
- Jan 17
- 7 min
How Many Stocks Should You Own?
How to think about the construction of a portfolio? I’m just talking about a portfolio of stocks, not a full asset allocation. There is...
10,092 views
Chris Mayer
- Dec 7, 2022
- 7 min
100-Bagger
I received a package this week – a three-ringed binder documenting a 100-bagger. Peter O’Keefe, of O’Keefe Stevens Advisory, compiled...
17,789 views
Chris Mayer
- Nov 15, 2022
- 7 min
Notes from Stockholm
Observations on my recent trip, in no particular order. In Sweden, there are a number of what investors call “serial acquirers.” I own...
7,734 views
Chris Mayer
- Sep 21, 2022
- 6 min
A Safe Place to Hide
“As a money manager, I have frequently looked at an investment decision that I felt had a high probability of success on a three-year...
9,316 views
Chris Mayer
- Sep 1, 2022
- 6 min
Ouch
“Ouch.” That’s how Jeff Bezos started his 2000 letter to shareholders. Amazon’s stock was down 80% when he wrote his letter....
8,362 views
Chris Mayer
- Aug 3, 2022
- 7 min
Dare To Be Naïve
A few thoughts on a desultory Wednesday afternoon... Cash, Called Strikes and Never Missing a Flight I think there is a tension...
7,587 views
Chris Mayer
- Jun 21, 2022
- 6 min
Make Haste Slowly
In today’s blog post: Investment wisdom from an old latin phrase, a favorite of a certain Roman Emperor and motto of the Medicis. Does it...
9,396 views
Chris Mayer
- May 9, 2022
- 6 min
Hold Fast: Tips for 100 Baggers
(Name that movie: This image is from what movie? I'll give you the answer at the end). I often get some questions along the lines of “do...
18,523 views
Chris Mayer
- Apr 4, 2022
- 6 min
Real Estate as Inflation Hedge
[Below is an edited excerpt from my Q1 letter]. With inflation on everyone’s mind, you may be interested to know how real estate can help...
7,257 views
Chris Mayer
- Feb 16, 2022
- 8 min
A Good Filter For Finding Winners
I hope you are doing well and holding up through the market turmoil. Once again, the overall indexes mask the pain of the typical...
13,997 views
Chris Mayer
- Dec 7, 2021
- 6 min
Volatility Takes a Bite
This morning, with another strong day for the fund in the offing, I was reflecting on the recent volatility and thought I’d share these...
9,546 views
Chris Mayer
- Nov 4, 2021
- 7 min
What Makes A Great Investor?
I’m going to try something new here by writing a diary-like entry in real-time money management. (Please excuse any typos). Maybe this is...
13,493 views
Chris Mayer
- Oct 6, 2021
- 6 min
The Greatest Industry in the History of Mankind?
"Insurance policies... are the most complex contract that you'll ever enter into without the help of a lawyer." - Hyatt Brown, Chairman...
9,232 views
Chris Mayer
- Sep 7, 2021
- 7 min
The First Rule of Compounding
“The first rule of compounding: Never interrupt it unnecessarily.” - Charlie Munger I love this Munger quote. (h/t to @LiviamCapital). I...
14,968 views
Chris Mayer
- Jul 27, 2021
- 6 min
Fire and Ice
All the concern over inflation reminded me of the late Barton Biggs, the long-time strategist at Morgan Stanley. He used to write about...
5,778 views
Chris Mayer
- Jul 6, 2021
- 5 min
Investing Abroad
“There are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some...
5,839 views
Chris Mayer
- Jun 21, 2021
- 1 min
Five Best Books for Finding Big Winners
The people at Shepherd.com asked me to create a favorite book list on their site. Shepherd aims to create "an experience that is like...
3,786 views
Chris Mayer
- Jun 8, 2021
- 6 min
Buying and Selling
In today’s post, I’m going to share a few short thoughts on different subjects: 1. My call with investors - the inflation scare and other...
7,933 views
Chris Mayer
- Apr 26, 2021
- 5 min
The Century Club
Companies have lifespans. And they seem to be shortening. In my book 100 Baggers, I included a couple of tables to show this. Here they...
7,501 views
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