The bottom line, 100 baggers are achievable; we need to look in the right places for the characteristics described in the post. They will not appear out of thin air; finding them will take time and patience.

100-Baggers” of the Next Decade | Brownstone Finding the “100-Baggers” of the Next Decade | Brownstone

Chris Mayer: Definitely it’s. I find it’s been much easier to talk to people now than before. Strategies for portfolio composition Tilman Versch: Markets can be somehow brutal, so you have sometimes phases where things just go nowhere and then explode. When you feel confident about the company, how do you keep to that company even if there is nothing happening? Tilman Versch: Thank you for the good answer to the question from the chat and to our audience, you’re welcome to ask more questions in the chat window. I already saw two other questions I want to drop them in during our conversation. I also have a question that’s coming, already asked, and that’s coming from one of the people who wrote before our chat is how you kill ideas. There are a lot of ideas out there and what’s your way to decide, that’s interesting, I waste more time or just kill the idea. That’s one thing I think is important just to pay attention to language and particularly how we use these abstractions and we just pass over [unintelligible 00:08:44] as if they were real things and if you break them down and examine them, you find there’s not really much there. How to stay focusedTiming the market is hard, so don’t try. Instead, focus on the task and search the market for the best companies. Tilman Versch: Also screening is like a good idea of screening is to look what other good people do. What we asked you to look at is what this fund has in its portfolio. And while the recent volatility might have many investors anxious, I’d point out that all three examples survived and even thrived through past periods of market volatility.

100 baggers? - Good Investing Chris Mayer, how to hunt 100 baggers? - Good Investing

Tilman Versch: I have to question what makes you kill these ideas, but I also have another question. Maybe we answer both, but let’s start with a question from the chat because people have also your blog. They see your blog and it’s a good way to screen for ideas as well because you’ve written a lot of interesting content. You can find the link to the blog under this video so you can easily find it. Thanks to that you also made an RSS. I ask you for that and it’s great so it can be easier. Tilman Versch: Maybe let’s get to one question from the chat it’s from William Walsh and he liked your piece on visible mode. Last weekend was great. Create New Watchlist Create Create a new holdings portfolio Add Create + Add another position Close

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From 0 to 100K: How to Spot a 100-Bagger and Ride It to the

In fact, TSM’s chips are in our smartphones, watches, laptops, game consoles, and much more. Without them, these products simply couldn’t be manufactured. Baggers by Christopher Mayer is a wonderful, well-researched book with many great examples to inspire us to find great investments. Taiwan is a prize that would bring more wealth, economic growth, and outright power and control to China. It would have a chokehold to extract whatever it wanted from countries around the world. This is not some project that might happen in the future. This is something you can do right now. Here, we have a real business that literally “set up shop” in a digital metaverse. Gross profit margin is an indicator of the price customers are willing to pay for a product/service over its cost and serves as a measure of value added to the customer. Mayer quoted a study done by Matthew Berry, a former fund manager at Lane Five Capital: ‘If you can’t see how or where a company adds value for customers in its business model, then you can pretty sure it won’t be a 100-bagger.’ The study discovered that gross profit margins were surprisingly resilient — companies with high gross profit margins tended to keep their margins high, and companies with low gross profit margins remained low. These findings suggest that companies with high gross profit margins have a resilient, long-term advantage over their competitors, and are more likely to become 100-baggers.

The relationship between Taiwan and China is complex and has been a concern for decades. And the semiconductor shortage we’ve been facing has highlighted these tensions even further. Most semiconductor manufacturing is offshore, with the majority being in a handful of countries in Asia – specifically China, Taiwan, South Korea, Japan, Singapore, Malaysia, and, to a lesser extent, Thailand. The decisions to manufacture in the region were entirely driven by the historically low labor costs. Chris Mayer: Well, there hasn’t been a lot that’s been like too much of a positive surprise this year. It’s been pretty tough. What I’m excited about is there are several companies that– There are a couple I don’t want to mention yet because they’re maybe a little small, but let’s say in general the kinds of companies I’m talking about. I’ve found a handful of names where I have really good owners. I’ve got long runways where they’re going to compound at least double digits. I’m really excited just to follow their stories. I don’t think there’s any particular sector that I would point to as being particularly interesting. Anyway, I don’t want to give any of those couple specific names just now, but I don’t think of it necessarily on a sector basis. I think there are just some really good businesses I’m excited to own and we’ll see how their story plays out. Maybe I’ll write about them on the blog here soon.