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#35 The 100 Bagger Hunter

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Content provided by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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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46 episodes

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#35 The 100 Bagger Hunter

Behind the Balance Sheet

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Manage episode 418496099 series 2973097
Content provided by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

46 episodes

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