Chris Mayer
Q&A
In today’s blog, I’ll answer some questions that came in response to my tweet. I got a lot of questions, some by email. More than 9 pages...
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Chris Mayer
- Jul 27
- 7 min
The best book I’ve read this year
My buddy Shree at SVN Capital sent me a link to a 60 Minutes interview with this bearded sage named Rick Rubin. If you don’t know much...
11,379 views
Chris Mayer
- Jun 16
- 8 min
The Wisdom of K
One of the great things about investing is how it mirrors so many other things in life. All the world’s wisdom from all the world’s...
11,965 views
Chris Mayer
- Apr 24
- 7 min
The Best Businesses To Own
Some interesting things that have blown across my desk of late… Sweden & Global Outperformers Dede Eyesan of Jenga Investment Partners...
17,253 views
Chris Mayer
- Mar 3
- 7 min
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....
12,267 views
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...
13,151 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...
21,851 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...
9,472 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...
10,359 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....
8,923 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...
7,893 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...
9,837 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...
20,446 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...
7,826 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...
15,075 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...
9,707 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...
13,853 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...
9,600 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...
15,920 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...
5,890 views
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