100 Baggers: Stocks that Return 100-to-1 and How to Find Them

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The key is to seek companies with economic moats that allow them to outgrow other companies and dominate their industries. Industry stability is another factor in determining the durability of a moat. No moat is permanent and competitors may eventually figure out their way across. Also, Mayer does not consider great management a moat in itself.

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

Additionally, I’ve been reluctant to get involved with roll-ups, where these companies do a lot of acquisitions but I’ve changed that recently. As I wrote down the blog, there are some companies that have been very skilled at acquiring lots of companies, Constellation Software is one that I’ve written about I do not own. HEICO, of course, is another skill acquired. Brown & Brown is an insurance broker that I own, has proven to be a very good acquisition over a long period of time. Those are some ways to kill ideas. Tilman Versch: There’s one question related to the 100-bagger mentality about cutting your winners. When do you do it? Or do you even do it? Right now, metaverse real estate is in its earliest stages of growth. Yet ultimately, it will change how we shop, communicate, work, and entertain ourselves. Tilman Versch: That’s also a good pitch to build up for the next question. It’s how you’re building positions. Do you like tranches? Do you buy over time or how do you build positions? When do you make exceptions to your… when you’re doing it if you make any exceptions? Welcome to our weekly mailbag edition of The Bleeding Edge. All week, you submitted your questions about the biggest trends in technology.

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And it’s not just TSM… Other Taiwan-based companies are key suppliers and manufacturers for the semiconductor industry as well. Tilman Versch: Thanks for this answer. I also want to welcome all our new viewers. If you like what we are talking about here, please leave a like so that the video can be seen by many people. I want to say hello to Dennis Hong who is also soon on the live stream. 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: To give a start, I want to ask you for an introduction because you’re the first time on our channel, it’s great to have you here. I just want to ask you what’s interesting that other investors should know about you and what makes a good investment for you as a beginning question.

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

The other important part about staying focused is that you have to really manage your time, even on social media. Hunting 100-baggersChris Mayer: Well, it’s a very simple way, not a very simple way, but there’s one way where I look at roll-ups and that is hopefully you have a long history. I’ve done this before, where you take a company, you look at the last 10 years and you see how much they’ve put towards acquisitions, and then you see what the return has been on those acquisitions. A simple way to do it to start is, you could say over a 10-year period company spent however much on CapEx and how much on acquisitions, and then you can also see free cash flow per share return, free cashflow went up however much percent. You can see the changes. You try to get a sense of what their return has been on those acquisitions. The other way is if a company is earning a pretty stable return on invested capital over that time, or look at some return metrics ROA, ROE, ROI, CEOs kinds of things.

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At a high level, a metaverse is a virtual world where people can go and do many of the things they would otherwise do in the real world. Metaverses today have property rights, businesses, live events, and robust economies. Tilman Versch: Sounds good. Before we could go into details, I want to post a disclaimer but before that, I want to ask you, you have this great bookshelf behind you. I was in Hong Kong at the time of the British handover to mainland China. Many were fearful of what might come once the handover was complete. There are a lot of businesses that are not really that good they’re just mediocre. When you see businesses their return on assets is low single digits, the only way they get into a double-digit return on equity is they’re using a lot of debt. Businesses that don’t really have much of competitive advantage for there are lots of competitors and it’s nothing particularly special about it. Those businesses are easy to kill. There aren’t that many really good businesses around. Those ones are easy to kill, if there’s any whiff of that there might be some fraud or any whiff that there are accounting issues, I stay away from those, overly complicated things.

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Tilman Versch: Then maybe let me try to reframe those questions. What were positive surprises for you this year as an investor? Tilman Versch: A question from the chat or annotation by Yens was about dividends and their role for 100 baggers. Maybe you can say something about these two points, dividends, and 100 baggers. 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.