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Chris Mayer - I Do Think The Biggest Challenge…Is Keeping It, Holding On To It | #165

Chris Mayer - I Do Think The Biggest Challenge…Is Keeping It, Holding On To It | #165

FromThe Meb Faber Show


Chris Mayer - I Do Think The Biggest Challenge…Is Keeping It, Holding On To It | #165

FromThe Meb Faber Show

ratings:
Length:
52 minutes
Released:
Jul 17, 2019
Format:
Podcast episode

Description

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.
Released:
Jul 17, 2019
Format:
Podcast episode

Titles in the series (100)

Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com. And to learn about Cambria’s suite of ETFs and other investment offerings, please visit CambriaFunds.com.