Jul 17 2019 49 mins 18
In episode 165, we welcome our guest, Chris Mayer. Meb starts off asking Chris about his background, then shifts to the subject of 100 baggers. Chris provides insight into his work on analyzing companies that have returned 100-to-1. He discusses the broad characteristics of 100 baggers, and the patience required to get through the challenging journey of the roughly 20 years he expects it to take for those kinds of companies to earn that return. Next, Chris talks about the Bonner family, the founding of Woodlock House Family Capital, and the fund he’s running. Meb then asks Chris to walk through his world view. Chris talks about resisting trying to create some type of narrative, and picking through opportunities as they come. He discusses his current regional exposure, as well as a few names he’s written about recently and the opportunities he’s seeing there. Chris then expands on his process, and how he doesn’t rely on screens as much as a watchlist he has built and his own research. As the conversation winds down, Chris covers transparency, the process of writing, and how it has forced him to organize his thoughts. Hear all this and more in episode 165, including some recommended resources, and Chris’s most memorable investment.
