About this episode

Drew Cohen interviews fund manager Chris Mayer about investment strategies and specific stocks.

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! You can find a video version of this podcast on YouTube here *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com -*-*-*-*-*-*-*-*-*-*- Show Notes (0:50) — Investment Philosophy (1:45) — Concentration (4:08) — Margin of Safety (7:18) — Risk of Paying a Premium Multiple (10:02) — Buy & Hold or Sell? (17:33) — CSU Reinvestment Risk (24:02) — What Stocks Excite Chris the Most (28:26) — Is the Quality Sell-Off Justified? (33:31) — AI Risks (37:14) — Thoughts on Copart (51:00) — Research Process (1:02:44) — What Companies Will Be Impacted by AI (1:08:52) — How Do You Have Confidence in a Buy/Sell Decision? (1:13:05) — How Psychological Biases Affect…

People in this episode

Host: Drew Cohen

Guest: Chris Mayer

Topics covered

• investment philosophy
• compounding stocks
• risk management
• buy and hold strategy
• AI impact on investing
• psychological biases in investing

Keywords

• investment
• stocks
• fund manager
• compounding
• risk
• AI
• psychological biases
• buy/sell decision

Mentioned in this episode

Organizations: Speedwell Research, YouTube, Speedwell

Books & works: 100 Baggers: Stocks that Return 100 to 1 and How to Find Them

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