Chris Mayer
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...
Search
Chris Mayer
- Jun 21
- 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...
0 views
Chris Mayer
- May 9
- 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...
0 views
Chris Mayer
- Apr 4
- 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...
0 views
Chris Mayer
- Feb 16
- 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...
0 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...
0 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...
0 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...
0 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...
0 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...
0 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...
0 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...
0 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...
0 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...
0 views
Chris Mayer
- Apr 5, 2021
- 6 min
Q&A: Finding 100-Baggers
I get a number of emails about 100-baggers and I have noticed patterns, or recurring themes, to these questions. I’ll answer several of...
0 views
Chris Mayer
- Mar 26, 2021
- 6 min
The Medium is the Message
I’m finally reading Marshall McLuhan’s Understanding Media: The Extensions of Man, a book I have had my shelves for just over two years....
0 views
Chris Mayer
- Mar 12, 2021
- 10 min
Change, Forgetting, Pizza & Happiness
Happy Friday! I have a few things I’ve been sitting on, but rather than develop each idea more fully, I’ve decided to publish them all at...
0 views
Chris Mayer
- Feb 18, 2021
- 5 min
Cutting Dividends to Create Value
There are a variety of recipes for making a 100 bagger, but the most reliable uses just two ingredients like a kind of financial martini:...
0 views
Chris Mayer
- Feb 3, 2021
- 5 min
The Lindy Effect
I like old things -- old books, old buildings and old golf courses. Age gives them a depth of character and a certain quality that comes...
0 views
Chris Mayer
- Jan 19, 2021
- 6 min
The Best Investors of All Time
Who are the best investors of all time? You probably thought of Warren Buffett or Peter Lynch or John Templeton or other renowned money...
0 views