Chris Mayer
Q&A, Part 2
Hello and happy Friday. I mentioned I would do another Q&A to get to answer more questions. You'll find Q&A Part 2 below. But… I wanted...
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Chris Mayer
Oct 9, 20234 min read
Drawdowns
Below is a short excerpt from my Q3 letter to investors of Woodlock House. I thought you might find it a useful reminder to help in...
16,464 views
Chris Mayer
Sep 12, 202311 min read
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...
11,423 views
Chris Mayer
Jul 27, 20237 min read
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...
15,668 views
Chris Mayer
Jun 16, 20238 min read
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...
13,774 views
Chris Mayer
Apr 24, 20237 min read
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...
22,677 views
Chris Mayer
Mar 3, 20237 min read
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....
14,468 views
Chris Mayer
Jan 17, 20237 min read
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...
14,960 views
Chris Mayer
Dec 7, 20227 min read
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...
25,392 views
Chris Mayer
Nov 15, 20227 min read
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...
11,112 views
Chris Mayer
Sep 21, 20226 min read
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...
11,374 views
Chris Mayer
Sep 1, 20226 min read
Ouch
“Ouch.” That’s how Jeff Bezos started his 2000 letter to shareholders. Amazon’s stock was down 80% when he wrote his letter....
9,474 views
Chris Mayer
Aug 3, 20227 min read
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...
8,230 views
Chris Mayer
Jun 21, 20226 min read
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...
10,479 views
Chris Mayer
May 9, 20226 min read
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...
24,272 views
Chris Mayer
Apr 4, 20226 min read
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...
8,288 views
Chris Mayer
Feb 16, 20228 min read
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...
16,443 views
Chris Mayer
Dec 7, 20216 min read
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...
9,926 views
Chris Mayer
Nov 4, 20217 min read
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...
14,349 views
Chris Mayer
Oct 6, 20216 min read
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...
10,251 views
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