Intro

In this insightful interview I spoke with fund manager Chris Mayer. Chris is an investment fund manager and author of many books including "100 Baggers: Stocks that Return 100 to 1 and How to Find Them". In this interview we talk everything from investment philosophy and when to sell to specific stocks like Constellation Software and Copart. We hope you enjoy!

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Show Notes

(0:50) — Investment Philosophy (1:45) — Concentration (4:08) — Margin of Safety (7:18) — Risk of Paying a Premium Multiple (10:02) — Buy & Hold or Sell? (17:33) — CSU Reinvestment Risk (24:02) — What Stocks Excite Chris the Most (28:26) — Is the Quality Sell-Off Justified? (33:31) — AI Risks (37:14) — Thoughts on Copart (51:00) — Research Process (1:02:44) — What Companies Will Be Impacted by AI (1:08:52) — How Do You Have Confidence in a Buy/Sell Decision? (1:13:05) — How Psychological Biases Affect Decision Making (1:16:55) — The Risk of Copying Successful Investors (1:22:03) — Why You Can Time the Market (1:24:36) — The Investor's Odyssey

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in securities discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/