#316: How to Find 100-Bagger Stocks (w/ Neeraj Khemlani and Matthew Ankrom)
About this episode
Mike discusses with Neeraj Khemlani and Matthew Ankrom how to find and hold stocks capable of returning 100x.
This week, Mike sits down with Neeraj Khemlani and Matthew Ankrom, the minds behind The Coffee Can Investor , to discuss one of our favorite investing topics: finding and holding stocks capable of returning 100x. We open with Neeraj and Matthew walking us through the story behind the "coffee can" strategy. Inspired by an old investing experiment, Matt set out to build the ultimate long-term portfolio for his three daughters, a collection of businesses he hopes could one day be worth hundreds of millions of dollars. But what exactly makes a 100-bagger? Drawing on years of research, Matt explains the common traits shared by some of the greatest stock market winners of the last half-century. His research found that many were founder-led, generated recurring revenue, operated in seemingly boring industries, and consistently reinvested capital at high rates for decades. The vast majority weren't flashy consumer brands or cutting-edge tech companies. Instead, many were business-to-business operators providing mission-critical products and services, think nuts and bolts, seals and gaskets, and industrial supplies. Of course, finding a 100-bagger is only half the battle. Holding one is…
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