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Innehåll tillhandahållet av Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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#35 The 100 Bagger Hunter

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Manage episode 418496099 series 2973097
Innehåll tillhandahållet av Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Chris Mayer is the founder of Woodlock House Family Capital and the author of 100 Baggers: Stocks that Return 100-to-1 and How to Find Them. He has written several other books and formerly wrote an investing newsletter which led him to travel the world seeking investment ideas.

Studying the universe of 100 Baggers has led Chris to a clear set of investing principles which mean his universe of investible ideas is extremely limited and his fund owns just 11 stocks.

Our discussion covers his respect for family owned businesses, his emphasis on corporate culture and his focus on the very long term. He even rejected an institutional investor as a client because they wanted monthly performance.

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48 episoder

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#35 The 100 Bagger Hunter

Behind the Balance Sheet

57 subscribers

published

iconDela
 
Manage episode 418496099 series 2973097
Innehåll tillhandahållet av Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Chris Mayer is the founder of Woodlock House Family Capital and the author of 100 Baggers: Stocks that Return 100-to-1 and How to Find Them. He has written several other books and formerly wrote an investing newsletter which led him to travel the world seeking investment ideas.

Studying the universe of 100 Baggers has led Chris to a clear set of investing principles which mean his universe of investible ideas is extremely limited and his fund owns just 11 stocks.

Our discussion covers his respect for family owned businesses, his emphasis on corporate culture and his focus on the very long term. He even rejected an institutional investor as a client because they wanted monthly performance.

Show notes

  continue reading

48 episoder

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