Chris Mayer's 100 Bagger Portfolio REVEALED
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- เผยแพร่เมื่อ 2 มี.ค. 2023
- Chris Mayer, author of 100 Baggers, has dedicated countless hours to studying the characteristics of multibagger stocks.
With a little detective work I was able to compile all 10 of his current holdings so we can take a peek behind the curtain!
Follow Chris's blog here: www.woodlockhousefamilycapita...
View the spreadsheet here: docs.google.com/spreadsheets/...
Chris on Twitter: / chriswmayer
![[TH] 2024 PMSL SEA GF D3 | Summer | มาร่วมเป็นพยาน กับวินาทีแชมป์!](http://i.ytimg.com/vi/JCYvEsFlwx8/mqdefault.jpg)
Haha, see I should have practiced! Let's try again. 4x in 4 years... that's a double every 2 years. 100 bagger in ~14 years :)
Why don't you interview Chris Meyer? I think it would be excellent. You know more about his books and tweets than any of the other youtubers. I have listened to most of them who have interviewed him. I think you look better without the baseball cap.
A cagr of 41.42% for those many years. Insane if that happens
Brad curious if you own Teqnion yet? I am thinking about owning it
Haha, I also did this calculation again in my head as soon as the video ended. It's understandable that you might slip up when you're on the spot on camera, though. Thanks again for the great content, Brad.
Hi Brad, good job collecting these, I treated my kids to their first Evolution share today, I have another one for your collection, Chris owns some Dino Polska, this cropped up for me in an interview with his buddy Shree Viswanathan, who also has a bit of Evolution and Copart, they've been exchanging ideas for a bit
I'm a full-time investor, resident between Australia & Japan. This channel is unquestionably one of the best. Thank you Stock Compounder. I was hoping to see more microcaps in this video. It's hard to imagine, say, old Dominion marcap 39b go up 100x. I wonder what price CM paid for these stocks.
Another Australian that appreciates this channel
CM Said in an Interview that je dont Need to find Stocks going 100 x he would be Fine of they 30 x or 20 x … old dominion is already on the run maybe its More like that
He sold out of DOM. Mentioned it recently in a tweet.
Thank YOU for you research Brad, wonderful video and so happy to see more of you lately!
I love the way you think deeper than the surface for understanding on compounding and other nuances in stock performances. Sometimes just one way of comparing things can make a huge difference in returns that are actuated.
Thanks Brad, great content. I follow a number of different investing and trading channels, and I think that yours is one of the better ones, and is quite underrated.
Wonderful research Brad 👍👍
Just followed you and Chris both on Twitter ☺️
Awesome video Brad. Would love to see more investors like this that aren’t easily tracked. Thanks!
Amazing video... I get two things.. First, Mayer is a true compounder acording to actual figures, not just the book he wrote... Second, his main driver for return (I call them gradients of investor's return and I identify 5 or even 6) is Growth, and by a long shot over buybacks and Multiple increase... Definitely a great list to watch closely, specialy those in the swedish market. Cheers!
Your super investor videos are really valuable. Thanks man.
He mentioned dino polska as one of his holdings in one of his recent podcasts
Thanks Brad, pure quality.
Glad you enjoyed it my friend 🍻
Another high value video. Brad’s on fire lately.
He also owns Lumine, another spinoff from Constellation and Dino Polska, a rural grocery chain in Poland.
Great video Brad. would love to know your thoughts currently about how you would like to structure your portfolio after learning more over the last few years.
Hey Brad - are going to an update or a refresh to this video anytime soon? I would love to see it. Keep up the good work!!
Hi Brad thanks for this. How did you do the multiple change calculation? Thanks Again
Great work once again Brad - You da Man!
😉🍻
Thanks Brad love your videos
Thanks for this video. FYI Copart does not actually salvage the parts. They just sell the cars in an auction to the auto salvagers.
Thank for a great video, really fun to watch. I do have the book aswell, nut havent read it in years, maybe i should re-read it. Been looking at the stocks mentioned. some seem a litte expensive.
Could be great to se what you make out of them Brad? Can you make a video on what 3 stock in the list, you see the biggest future potential in.
For the swedish stocks i need to take a deeper dive in to them. there is also danish stock DSV (transportation) still has a lot of potential, up 185% in 5 years, and stil running.
Wonderful content as always. Just a bit of correction in that mental calculation knowing very well how hard it is. 4x every 4 years would mean 16x in 8 years, 64x in 12 years and over 100x in just 16 years. Crazy enough 😀
I still think the smaller caps are the go. I’d say he’s actually looking for 10x at best in the larger caps, and would be happy with that; who wouldn’t? I own Topicus myself. I see the track record being in Constellation Software there. Same model but in Europe, and Leonard as a common denominator. Can they do it again?
Great video.!
Regarding market cap.... I am currently studying every single micro/small cap stock one by one as Buffett did when he was young. The issue with small caps today, is that most of them are poor quality dieing companies, that should not really exist. Today, any new quality small company, is qept private way longer until there is no more meat on the bone and than it gets an IPO at an egregious price. Its quite sad that in the last 10-20 years this has happened. Chris Mayer speaks about this issue in another podcast. He is also not finding many quality small caps
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That's exactly my analysis, too. Precisely the same. Very hard to find good quality small caps in a growing phase that have decent multiples
@@MrFrescocotone @danuuutz2992: whats the solution? according to both of your analyses: what 3 stocks that you guys came across are your best bet ?
@@MrFrescocotone I recently found ACLS which looks like a solid small cap stock and recently opened a position in them using the stock screener through Charles Schwab for small or mid cap information technology companies with a current ratio above 1, ROE above 20% and ROIC above 10%. Their PEG is also under 1. Seems like they still have room for growth so hoping it's a multibagger.
@btw-hl9id they look interesting, but their P/FCF yield is still not very attractive, unless you believe that next year their revenue and EPS growth will resume
Hi Brad, thanks for the video. Any idea if Chris is based in the UK or USA?
US
Thought $CSU had another spinoff recently. Might be his 10th stock unless he sold. As far as cloning goes, I think most investors would do better following Chris than most 13-Fs as he can still fish in smaller ponds.
He owned $tpl at some point. Did he sell?
Hi Brad, I have just heard Chris Mayer say his son owns Dominoes in a TH-cam interview… 👍🏼
I didn’t know he had a son!
Chris Mayer on how to pick “100 bagger stocks” investors hour
At 1 hour and 7 minute 👍🏼 maybe worth a watch if you haven’t seen it and get chance.
Great channel!
Dominos 🍕has gone from pretty ok to garbage 🤮
Pretty sure he owns TPL as well
He sold it.
Yo @BradKaellner : Your Dominos is WRONG. He owns Dino Supermarket chain in Poland.
Dino Polska SA. Its DINO not Dominos.
You are doing God’s work! Thank you.
Indeed. This is what I call good analyses
he sold exor?
That would make sense. I didn't find it that compelling, I didn't see how they'd continue creating value.
Did he sold Fairfax India?
to catch a 100xbagger you need to creative smart, which i am )
It shows via your username 💯🎯
@@BradKaellner oh, thanks 😊 i didnt thought you reply. And btw awesome 👏 video and indeapth research. So on todays perspective, whats your take on hiw to catch even a 10bagger? What best metric, outlook, forecast, estimates or trackrecord to find a company with outstanding mezrics with bright future perspectives? I like to discuss this topic if you dont mind?