Chris Mayer
Cheap with a Catalyst
The S&P500 hit a new all-time high last week. Yet, as always, there are still quality assets on sale. Below, we take a look at one...
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Chris Mayer
Jun 13, 20197 min read
The “Structure” of a 33-Bagger (and Counting)
With news of big mergers – UTX-Raytheon, the failed (thus far) Fiat Chrysler-Renault merger – it may pay to think about the challenges of...
3,016 views
Chris Mayer
Jun 6, 20197 min read
Best investing books you’ve never heard of
John Neff died this week. He was the manager of the Windsor Fund for more than 30 years. During that time, he delivered an average annual...
4,232 views
Chris Mayer
May 30, 20196 min read
Don’t Do These 5 Things
Okay, so May has been kinda rough for us long-only investors… What to do? Well, let’s invert the question, as Charlie Munger would say....
1,987 views
Chris Mayer
May 22, 20195 min read
Another Conglomerate Breakup?
One of the interesting side-benefits of owning holding companies is that you wind up following the holding companies’ own investments....
2,102 views
Chris Mayer
May 13, 20197 min read
Earnings Updates + The Best New Book I’ve Read This Year
Below, I’ll touch on a couple of earnings reports from ideas I’ve written about here on the blog. And, with all the volatility of late, I...
2,449 views
Chris Mayer
May 6, 20194 min read
Notes from Omaha
Below are some notes from Omaha – a few thoughts on the Berkshire meeting, a look at a new fund dedicated to the “pets economy” and what...
2,763 views
Chris Mayer
Apr 26, 20196 min read
The Anatomy of a 100-Bagger
“The Anatomy of a 100-Bagger” was the title of a talk by Warren Kanders, moderated by Dan Roller of Maran Capital Management, at the...
4,387 views
Chris Mayer
Apr 19, 20196 min read
IBKR Annual Meeting Notes
I was at Interactive Brokers' (IBKR) annual meeting in New York on Thursday. I enjoyed seeing Thomas Peterffy (the founder and now...
2,747 views
Chris Mayer
Apr 13, 20197 min read
Notes from Toronto
I’m back from the Fairfax Financial annual meeting in Toronto. I headed up two days earlier to attend conferences and other stuff around...
4,857 views
Chris Mayer
Apr 4, 20199 min read
The Next Berkshire Hathaway
In my study of 100-baggers since 1962, Berkshire Hathaway came out on top. It’s no wonder that investors are ever watchful for “the next...
10,714 views
Chris Mayer
Mar 28, 20195 min read
Price’s Growth Stock Philosophy
In today’s post, we take a look at a new book: T. Rowe Price: The Man, The Company and The Investment Philosophy by Cornelius Bond... In...
1,752 views
Chris Mayer
Mar 21, 20196 min read
Are you trying too hard?
I was cleaning out some old files – the physical kind – and I ran across one of my favorite investment speeches of all time: “Trying too...
2,370 views
Chris Mayer
Mar 14, 20199 min read
My favorite real estate stock
In today’s post, we take a look at my favorite real estate stock, plus some notes from my reading of Prem Watsa’s annual letter as well...
2,989 views
Chris Mayer
Mar 7, 20195 min read
How to Live the Rest of Your Life
In today’s post, you will find advice from one of our late sages, plus a look at an unusual stock buyback and the curious valuation of...
2,119 views
Chris Mayer
Feb 28, 20198 min read
Just Six Stocks
It’s earnings season and I’ve been busy reading over 10-Ks, transcripts and the like. But I still find time to read other things. Below,...
4,380 views
Chris Mayer
Feb 21, 20199 min read
A Contrarian Buy in Shipping
Ideally, I’d love to find ten great stocks I could leave alone for ten years – or longer – or enjoy great returns. But real life isn’t so...
2,797 views
Chris Mayer
Feb 14, 20197 min read
The Art of Execution
An under-appreciated skill can turn a good investor into a mediocre one – and vice versa. We’ll take a look, plus the mailbag on Thomas...
4,168 views
Chris Mayer
Feb 7, 201910 min read
Greetings from St. Moritz
Greetings from St. Moritz Switzerland… I went for a walk this morning and took the above picture. I’m here for MOI Global’s Ideaweek....
2,219 views
Chris Mayer
Jan 31, 20196 min read
Making sense of insider buys/sells
Next week, I’m off to Switzerland for MOI Global’s Ideaweek. I’m looking forward to meeting with other investors and sharing ideas. You...
2,092 views
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