Chris Mayer
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...
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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...
13,734 views
Chris Mayer
- Jan 6, 2021
- 7 min
Art 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...
3,963 views
Chris Mayer
- Dec 8, 2020
- 6 min
A 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...
7,527 views
Chris Mayer
- Nov 24, 2020
- 2 min
100 Baggers: The Lost Chapter
I’ve written four books so far. For each, there has been stuff left on the cutting room floor, as they say in film. What happens is, you...
8,507 views
Chris Mayer
- Nov 11, 2020
- 6 min
Quality Shareholders
So, what’s a quality shareholder and why does it matter? A quality shareholder (or QS) is one who buys large stakes (relative to their...
4,235 views
Chris Mayer
- Oct 29, 2020
- 6 min
Financial History as Teacher
"There is no better teacher than history in determining the future … There are answers worth billions of dollars in a $30 history book."...
4,015 views
Chris Mayer
- Oct 20, 2020
- 6 min
Reflections on 100 Baggers
My book 100 Baggers has been translated in Korean and Mandarin and most recently published in a Malaysian edition. As part of these...
17,523 views
Chris Mayer
- Oct 7, 2020
- 5 min
The Scarcity of Industrial Land
Here’s an idea I’ve been thinking about this week: the scarcity of industrial land near big markets. It’s getting harder and harder in...
5,282 views
Chris Mayer
- Sep 23, 2020
- 6 min
The Big Picture
A dialogue on the big picture... Q: What do you think about the economy? A: We don’t talk much about the economy around here. I’d rather...
4,218 views
Chris Mayer
- Sep 9, 2020
- 6 min
How They Did It: Halma, Plc
Sometimes I think a company’s success starts very early in its history. It is either set on a good foundation, or it isn’t. I suspect a...
7,318 views
Chris Mayer
- Aug 26, 2020
- 7 min
Compounding, Coffee Cans and More
I was on a recent podcast with Steve Symington [Link] and he brought up a question that many investors ask me. Before I get to the...
7,294 views
Chris Mayer
- Aug 14, 2020
- 5 min
Extinction & Survival
“Extinction is the rule. Survival is the exception.” - Carl Sagan There’s been a lot of talk about how the pandemic has accelerated many...
2,755 views
Chris Mayer
- Aug 4, 2020
- 5 min
Technopoly
“Our inventions are wont to be pretty toys, which distract our attention from serious things. They are but improved means to an...
4,020 views
Chris Mayer
- Jul 16, 2020
- 9 min
Pandemic Investing, Ideas to Consider
Yesterday, I was on a panel with the FT’s John Plender as part of a series of online workshops hosted by the Lorange Network. (Link)...
5,340 views
Chris Mayer
- Jul 7, 2020
- 6 min
The Alchemy of Stock Market Performance
What makes a stock go up? I mean, what makes it really go up. Not just for a few months or a year, but over a period of a decade or more?...
4,542 views
Chris Mayer
- Jun 23, 2020
- 6 min
Invisible Moats
The most basic recipe for a 100-bagger calls for a business with a high return on capital. Then you mix in a lot of years. Put that...
8,079 views
Chris Mayer
- Jun 12, 2020
- 5 min
On Music, Value and Guessing
“With the unknown, one is confronted with danger, discomfort and worry; the first instinct is to abolish these painful sensations. First...
2,453 views
Chris Mayer
- Jun 2, 2020
- 6 min
100x: Almost There
“A constellation is nothing more than an arbitrary grouping of stars.” - Carl Sagan The story goes that Alfred Korzybski once strolled...
5,984 views
Chris Mayer
- May 20, 2020
- 9 min
Position Updates + A Useful Idea
Below, I update a couple of positions: Exor and Howard Hughes. And further down below, I answer a question posed on Twitter: “What is one...
4,697 views