Finding Quality Compounding Stocks: Chris Mayer Interview

In this insightful interview I spoke with fund manager Chris Mayer. Chris is an investment fund manager and author of many books including "100 Baggers: Stocks that Return 100 to 1 and How to Find Them". In this interview we talk everything from investment philosophy and when to sell to specific stocks like Constellation Software and Copart. We hope you enjoy! ** Free trial and *15% off of a Fiscal.AI subscription through this link here: https://fiscal.ai/drewcohen/ ~*~ I worked at Goldman Sachs and an investment fund that managed hundreds of billions of dollars. In this channel I will teach you everything I know, including how to analyze a business, how to invest, the differences between bad and good businesses, and other finance topics. Follow us to learn 1) how to become a better investor and 2) how to analyze and understand business! ~*~ Chapters 0:00 — Intro 1:33 — Investment Philosophy 2:27 — Concentration 4:50 — Margin of Safety 8:00 — Risk of Paying a Premium Multiple 10:44 — Buy & Hold or Sell? 18:15 — CSU Reinvestment Risk 24:44 — What Stocks Excite Chris the Most 29:08 — Is the Quality Sell-Off Justified? 34:13 — AI Risks 37:56 — Thoughts on Copart 51:42 — Research Process 1:03:26 — What Companies Will Be Impacted by AI 1:09:34 — How Do You Have Confidence in a Buy/Sell Decision? 1:11:39 — How Psychological Biases Affect Decision Making 1:17:37 — The Risk of Copying Successful Investors 1:22:45 — Why You Can Time the Market 1:25:18 — The Investor’s Odyssey ~*~*~*~*~*~ Drew Cohen is a Registered Investment Advisor and he also runs an investment research firm that caters to professional investor and hedge funds. You can find out more about the research firm at www.SpeedwellResearch.com Drew also has a podcast called The Synopsis. The Synopsis is aimed toward professional investors and covers stocks, investing, and various other topical business news. Follow the Podcast on Spotify here: https://open.spotify.com/show/3lGqHRK... Follow the Podcast on Apple here: https://podcasts.apple.com/us/podcast... ~*~*~*~*~*~ Nothing here is financial advice. See channel disclaimers. ~*~*~*~*~*~ #investing #stockmarket #finance