Chris MayerMay 96 minHold 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...
Chris MayerApr 46 minReal 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...
Chris MayerFeb 168 minA Good Filter For Finding WinnersI hope you are doing well and holding up through the market turmoil. Once again, the overall indexes mask the pain of the typical...
Chris MayerDec 7, 20216 minVolatility Takes a BiteThis morning, with another strong day for the fund in the offing, I was reflecting on the recent volatility and thought I’d share these...
Chris MayerNov 4, 20217 minWhat 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...
Chris MayerOct 6, 20216 minThe 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...
Chris MayerSep 7, 20217 minThe 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...
Chris MayerJul 27, 20216 minFire and IceAll the concern over inflation reminded me of the late Barton Biggs, the long-time strategist at Morgan Stanley. He used to write about...
Chris MayerJul 6, 20215 minInvesting 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...
Chris MayerJun 21, 20211 minFive Best Books for Finding Big WinnersThe people at Shepherd.com asked me to create a favorite book list on their site. Shepherd aims to create "an experience that is like...
Chris MayerJun 8, 20216 minBuying and SellingIn 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...
Chris MayerApr 26, 20215 minThe Century ClubCompanies have lifespans. And they seem to be shortening. In my book 100 Baggers, I included a couple of tables to show this. Here they...
Chris MayerApr 5, 20216 minQ&A: Finding 100-BaggersI get a number of emails about 100-baggers and I have noticed patterns, or recurring themes, to these questions. I’ll answer several of...
Chris MayerMar 26, 20216 minThe Medium is the MessageI’m finally reading Marshall McLuhan’s Understanding Media: The Extensions of Man, a book I have had my shelves for just over two years....
Chris MayerMar 12, 202110 minChange, Forgetting, Pizza & HappinessHappy 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...
Chris MayerFeb 18, 20215 minCutting Dividends to Create ValueThere are a variety of recipes for making a 100 bagger, but the most reliable uses just two ingredients like a kind of financial martini:...
Chris MayerFeb 3, 20215 minThe Lindy EffectI like old things -- old books, old buildings and old golf courses. Age gives them a depth of character and a certain quality that comes...
Chris MayerJan 19, 20216 minThe 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...
Chris MayerJan 6, 20217 minArt Imitates the Stock Market: Sixty Years on Wall Street Some sage once said there were bull market lessons and there were bear market lessons. In a bull market, you learn that everything you...
Chris MayerDec 8, 20206 minA Tale of Bubbles Past“In winter we lead a more inward life. Our hearts are warm and cheery, like cottages under drifts, whose windows and doors are half...