100 BAGGERS: STOCKS THAT RETURN 100-TO-1

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This is my take on the investing book “100 Baggers: Stocks that Return 100-to-1 and How to Find Them”, written by Christopher Mayer. Finding just a single one of these may finance a retirement.
Playlist of more advanced stock market concepts: bit.ly/2QOANKP
Top 5 takeaways from 100 baggers:
0:00 Intro
01:30 1. Buy Puppies
03:38 2. Twin Engines
06:39 3. Owner-Operators
08:17 4. The Coffee Can Portfolio
10:52 5. Ignore The Macro Analyst
TL:DW:
- Focus on companies that still have a long road to travel, but make sure they currently are on the right path.
- Look for companies that can continue their growth for years to come, and where there is still room for higher valuation of multiples - the twin engines.
- Only board the plane if the operators are onboard too
- Avoid emotional errors by putting your stocks in the coffee can
- Turn off the news, stop checking the total value of your portfolio every day, smash that like button and focus on finding the future 100-baggers, no matter the market sentiment.
My goal with this channel is to help you make more money and improve your personal finances. How to become a millionaire? There are many ways to get there - investing in the stock market, becoming a stock trader, doing real estate investing, or why not becoming an entrepreneur? But whether you are interested in how to invest in stocks or investing strategies for creating passive income with rental properties - I hope to be able to provide you with a solution (or at least an idea) here. Warren Buffett - the greatest investor of our time - says that you should fill your mind with competing ideas and then see what makes sense to you. This channel is about filling your mind with those ideas. And in the process - upgrading your money-making toolbox.

[@Gaurav-lw2gs]

Video summary: Buy company with following traits 1. Small Caps upto 1 B in Market cap 2. Twin engine: Find High revenue growth stocks, getting high multiples ( PE PB PS) 3. Coffee Can approach: Buy right, sit tight. Hold for 10 years 4. Honest Management

[@raducuts1784]

Good Summary but i think its low multiples you dont want to pay stupid prices :D

[@blakewilliams3666]

10-26+ years

[@McFlashh]

@@raducuts1784 High P/E indicates that the share price will increase a lot in the future

[@mbeazy6637]

No music! Keep up the good work. At this rate I might meet my goal of “reading” 50 books this year!

[@TheSwedishInvestor]

Ahahah, that is wonderful Michael Browley! 😁 Thank you for your support!

[@samscott1714]

Dont count the numbers. Focus on how to apple knowledge instead

[@jinfin221]

So did you?

[@GageP9]

I love this channel and content. You choose a wide variety of books and illustrate them perfectly, thank you for assisting me in gaining knowledge in this field. You should be held in high regards in the KZbin community. Carry on and keep helping others!

[@TheSwedishInvestor]

Canon Payne you make my day! You should know that comments such as yours helps fueling me and this channel. I'm very thankful for your support 🌟

[@JP1234815]

Great video. One other factor to look out in a 100 bagger + is the dividend payment or lack of one! A few of the 100 baggers pay out no dividend (Monster Beverage, Berkshire Hathaway, Amazon) or have a very low payout ratio (Apple - 22% of net earnings), Microsoft 33% of net earnings). The rest of the net earnings are invested straight back into the company for more growth - this can mean many billions of dollars are reinvested back again compounding the company's growth.

[@vgsatwork]

I had read this book about 2 years back (along with Acquirers Multiple by Tobias Carlyle) and these have completely changed my perspective on stock. Today I have accidentally stumbled upon your channel and found this video. I have to say this video has been crisp, concise and captures the essence of the book. Nice work and I would probably be spending next couple of hours going through your other videos to get a gist of some of the well known finance books.

[@TheSwedishInvestor]

I appreciate this comment Srinivasan Govindarajan! Hope that you enjoy the rest too if you decide to check them out :)

[@dosubscribe2725]

But real question is howuch did you earn after reading that book?

[@pabloorue777]

13:51 I can't avoid to check my portfolio value every day! Haha but during last year I trained my "stomache" (like Peter Lynch said) and instead of selling, I bought to average down prices. Great information! Greetings from a very difficult financial country like Argentina! ⭐⭐⭐

[@IraqemUp]

I always come to watch your videos after I finish a finance book. I really liked this book and this is a great summary of it.

[@PcraftBr1234]

This is one of the best videos of summary a finance book i've seen. Keep going!!

[@ajvaswani6406]

I love your channel. Thanks for all the work that you do!

[@AmyK007]

Love, love, love these videos. Thanks so much for putting them together 👍👍👍

[@rahulsagarpv]

Amazing content, been watching your summary of books before and after I read a book. Brilliant! Regards from Germany

[@MichaelTaylor-nm6cx]

All of your videos are so amazingly helpful and valuable. Thank you so much for investing the time to help others.

[@t.j.5574]

Amazing summary! Subscribed. Such good stuff.

[@saadimarket]

you do a great job ! thank you for your work

[@benlamprecht6414]

Brilliant analysis. Thanks very much!

[@vbala0902]

Thank you for another awesome summary.

[@vanessamarlenesanchez2213]

Thank you very much, I love your videos and pronunciation. How do we realize whether the companies we are focus on are on the right path or not?

[@pablof78]

Little brazilian investor here salutes you, thanks!

[@wanghaowang5790]

Thanks for sharing

[@davidyates6189]

What a brilliant video - thank you!

[@ChristianChua]

Good job, thank you. The essence I was looking for and didn't have to read the whole book.

[@milindarkee]

Thanks for sharing this video.

[@GanpatiRam]

Thank you brother ❤

[@1stPersonStateConsciousness]

Glad I found this channel. Saves me hours and money 👍

[@TheSwedishInvestor]

Cheers Vaas! I'm glad you found it as well 😁 Thank you for the support!

[@ljquimpo903]

Really awesome content again mate!! Great job here!

[@TheSwedishInvestor]

Happy for the comment Lj Quimpo! Cheers and thank you for your suppor!

[@ToTheNines87368]

Great video. Just a little surprised that there is mention of the importance of high ROE and the companies willingness to reinvest back into the business, since it’s a key point of the book.

[@Marco-wz8xw]

Amaaaaazing video! I've been watching your videos for some time now and I like them, but this one brought a very new concept to me. I will definitely watch it again. Thank you.

[@syedabedin1736]

Very interesting video and thank you for the hard work you put into this so a newbie like can have ready resources to learn from. My question is since you made this video, what companies would my list as future 100 baggers? I am starting late with investing. But do have large amounts of sums to invest so just started doing my research. Is there a way I can DM you for some suggestion and questions please?

[@dashingdecentkhan]

This channel deserves million subscribers.

[@77magicbus]

Great advice.

[@absw6129]

I like the idea of twin engines, but I would add a few more things. Let's say the company doubles its sales but trades at the same multiple. That's a doubling in stock price. Then, the company doubles its net income margins. Keeping PE the same, that's a 4x. Then, the PE multiple rises to reflect the improvements in earnings. That's an 8x. Then, the company uses those new free cash flows to buy back half its shares. That's a 16x. Kind of an ideal scenario, but it goes to show what is possible by just doubling the revenue, if the other puzzle pieces fall into play. Of course, it would have to be the type of growth that creates value, and wouldn't apply to companies that grow their revenue by destroying their margins or taking on way too much debt.

[@MandhanAcademy]

Thanks

[@swarajchoudhari566]

Love your content 😍

[@TheSwedishInvestor]

Swaraj Choudhari 🙌

[@recoverfromdrawdowns1272]

Another helpful video

[@vidya014]

Twin Engines: The 1+1 > 2 ideas are correct. But the twin engines described in the video are somehow wrong. The absolute Dual Engines are: The Growth in Earning exceeds the Growth in Capital Invested & The Strength of ROIC exceeds the Cost of Capital Rate.

[@townlakecakes]

My daughter loves Minute Physics on KZbin and I hope you'll consider it a complement when I say the few videos I've watched so far are like the Minute Physics for investment books. Easy to follow. Easy to listen to. Imparts a lot of good info in an uncomplicated way. I'm a beginner in the retail markets but don't want to just point and guess. Your channel is helping me focus on the right investing strategy for my particular strengths and interests without having the read every single book out there. I haven't narrowed down which books I want to actually buy yet, but I'm on my way. Thank you!

[@TheSwedishInvestor]

Awesome to hear townlakescakes! I'm quite happy with that comparison I must say :) Cheers!

[@ashikelahi942]

You are awsome.....learning a lot..... Thank you from Bangladesh

[@HeThinksThatIThink]

Thanks!

[@mattrz7]

No music. Btw, another great job. Much respect from brazil

[@tanairai791]

Just Awesome 💯

[@clumeroo]

Am listening to the audiobook atm and can attest to its excellency! I intuitively thought it would advocate penny stocks but it's soooo much better than that!

[@clumeroo]

Definitely recomend!

[@drydessert4198]

great video

[@BS-qn3jf]

No music. Love your videos

[@deanberger9597]

Legit info, fancy vid, liked and subbed! lol keep up the great work!

[@TheSwedishInvestor]

I'm happy to hear that! Welcome to the channel Berg's Corner! 😁

[@user-sb3ds9om4c]

I think you don't understand what means lol

[@tamekkaknuth9612]

Happy thanksgiving!!

[@the_larsonfamily7640]

Love this channel... I sub

[@rowanwood5397]

thanks

[@FinestFinance]

A lot of useful information, thank you 🤓 Happy hunting!

[@TheSwedishInvestor]

Cheers Finest FInance! 🙌

[@guillaumeoberson5380]

hi great video! When talking about great CEO's He cites Thorndikes who says that it is Cashflow that determines value not Earnings. How do you understand that? should we still look at earnings or just analyze pure cashflow? best regards

[@salfulman978]

xcellent..subscribed!

[@user-cu7pj9oy7g]

Thank you!)

[@TheSwedishInvestor]

🌟

[@zkrforever]

Great vedio. Keep up!

[@thebohosuite]

thanks bro

[@TheSwedishInvestor]

😁👌

[@lostmarxbro]

Excellent

[@mileswales6295]

Looking at these video and I realized all in in Nio

[@spinoffer2576]

Im so grateful to you. Please keep up the good work. And if you can please cover Supermoney by Adam Smith. Thanks

[@TheSwedishInvestor]

Consider Supermoney added to my list of suggestions 😁

[@spinoffer2576]

The Swedish Investor thank you so much

[@danudesh8331]

Hi, Great video. By any chance do you have any video/ links on tools which I use to filter out companies in the stock exchange based on the Earnings, P/E, dividend, ...... ? Highly appreciate

[@PassiveIncomeTom]

That is really interesting. I first heard about 10 baggers in Peter Lynch's book, One Up on Wall Street which I recommend to anyone interested in stocks.

[@TheSwedishInvestor]

It is indeed a really good one! 🙌

[@AlfonsoTorres796]

Great!

[@kingbrouwer1534]

Hey swedish investor, im following ur channel for a couple of months now and im wondering. It would be nice that, for instance for this video, would provide some example stocks which you think fall in the category you're talking about. Gr, a Dutch follower

[@TheSwedishInvestor]

King Brouwer, I appreciate that you've been following the channel for so long 🙌 Thank you for the suggestion, I will think about it in the future videos, and see if it can be done in a way that is educating, and not just handing over a "stock tip". Because in investing, I really think that you must make your own decisions. That's why the videos focus 100% on helping one develop his/her own toolkit. I think there's a biblical proverb which goes like this (I may have made my own interpretation): "Give a man a stock tip and he'll be wealthy for a day. Teach a man to invest and he'll be wealthy for a lifetime." Cheers 😁

[@adi-kr6sh]

is this book also teach you how to analyze it fundamentaly? is there more books like this?

[@adarshgmani]

Amazing

[@shweeppsm2656]

No music please. Your voice is the best ever.. Requesting Retire young Retire Rich By Robert kiyosaki Please🙏🏽🙏🏽🙏🏽🙏🏽

[@matthewminors236]

Hi Swedish investor, I am wondering if you could let us know of some ways of finding whether a manager is good other than looking at just their owner percentage in the company if you know of any. Thanks in advance :)

[@yzxz9012]

But the book lear you what to look for a company? like earnings, revenue, eps and things like this

[@behumble8436]

Sar I am from India you are great

[@Frank020]

Hi, can this work if I mostly add shares every time I have money?? Because it starts cheap, but later gets pricy.

[@ai7783]

its all about market cap find market cap that is like 1b below

[@kelvinadimas8851]

can u explain to me in point of number 2 takeaways i still don't get it

[@Kharmatos13]

Domino's Pizza in 2008 at 3 bucks to 2020 at 300 bucks and a 3 dollar a share dividend. For the time travels out there.

[@Billionaireben]

a 10 bagger is a grand slam, a home run with 3 men on base to start (aka bases loaded.) The man on 3rd gets a base, 2nd gets 2 and 1st gets 3; add in your 4 for a home run and you have 10 bases.

[@wellyatomy9472]

Hello from Indonesia

[@yohaneslee2878]

Which animation u using?

[@derkaptin1611]

if it takes 26 years for the average 100 bagger you could "simply" do 19,4% annually and you will get the same results without the struggle of having to decide now, which company might be one of the best stock picks for for the next almost 3 decades though 19,4% annually might be just as difficult

[@chanwhanlow1567]

It's exponential curve, so average is not applicable

[@permakulturkanal]

Clean Power Capital hot!!

[@multibaggerswings]

Great

[@TheSwedishInvestor]

🌟

[@pelatihfinansial]

The one about "ignoring macro analyst". I feel like it is subject to "survivorship bias". The surviving company that actually be a hundred bagger is of course in the big picture doesnt care by the macro, but there will be also many company with good management, healthy growth et cetera but died because of major change in policy.

[@commentWhatnow]

In my view it is not macro policy but if a company in China moves into your market. The Solar panels business was headed towards 100 bagger until China companies stole the technology and under cut the price. In the communications sector Huawei was about to take over the sector until they were banned. If a Chinese company goes after a product they will undersell it until the company that developed the product dies.

[@gooaomsin]

365 companies were used to draw the conclusions. It would be interesting to know how many made it to the 100 baggers and how many failed to deliver.

[@DrGates-vc1nx]

All of them. This is about them.

[@thebradmanofmuskoka]

exactly! How much does this return over buying an etf or a good piece of real estate. What are the chances that none of these will produce? I don't feel like gambling.

[@philrodgers2167]

Can you do the Phelps book, 100 to 1 in the stock market also? ❤

[@christopherfrost3333]

What brokerage would you use to find small puppies ? Also how much money do you think would make a difference for those companies?

[@TheSwedishInvestor]

If you are sticking to the strategy of this book it means that your holding period will be very long. This in turn means that brokerage fees etc plays a much smaller role, so you could basically go with anything. For the second question, I guess that you must invest a number which you think is significant once you've multiplied it with 100 ;)

[@peterbell2060]

Classic!

[@OrenLikes]

5:13 I thought a high p/e shows that the stock is over-bought = too expensive = bad

[@invcark]

What a wonderful presentation!!! Love it!! Nobody explains about baggers anymore they just talk nonsense and promote very bad companies. Take for example NIO and PLTR I believe the KZbinrs that promote these stocks are very irresponsibles. But people must learn to learn first with the right investors and invest later.

[@goingefishingteam6741]

Kung Erik

[@InvestingEducation]

I usually invest in growth megacaps but i am becomin open to including some promising 100 bagger stocks for up to 5% of the portfolio

[@kingtrader8748]

Mr. Robinson uses robots for mining bitcoin and trading forex, so reach him on WhatsApp [phone] for best trading techniques and bot analysis for making much profit. And avoid trading on your own and losing your money

[@TheSwedishInvestor]

Just be careful ... When you succeed - they'll make up 83% in that case 😏

[@InvestingEducation]

@@TheSwedishInvestor haha if they do they would hav probably acquired atleast large cap status and a moat too then.

[@gergelypapp2085]

Hi! Sorry my english is not so good. You should draw the puppy line around 1 billion USD market cap?

[@randombanana640]

yea market cap < 1 billion USD

[@gergelypapp2085]

@@randombanana640 Thank you!

[@Finlaymacnab]

Doing this exact thing with Tesla.

[@sa6ab]

Yeah, 100 bagger sounds really special until you hear the 26 years on average :) that mean its about 20% annual return which is of course amazing and pretty non-hassle for a set and forget simple business you believe in at all weather. Having said that you don't have to restrict yourself to this type of investment as it is absolutely possible to find value and other types of investments with expected return of 20% annually. But they do require higher turnover...

[@jackwheeler5218]

How do you summarize so many books so well, you surely can’t be reading all of them

[@danguee1]

Great - no music. Please keep it that way!

[@MrLama]

Can you please summarize the book "Cracked it how to solve big problems and sell solutions like a top strategy consultant" that would be great help because i can't find it in my country.

[@TheSwedishInvestor]

Let's see if more people ask for this one 👍 Thanks for your suggestion Mr. Lama

[@MrLama]

@@TheSwedishInvestor If you do it that would very very great help for me.. Thanks for the reply brother 🍻

[@mahirhaque1801]

Why did enphase?

[@muhammadmalami7775]

Pls my man help me how can I get the key points on a book I read some books 📚but it's now that I am understanding what the book is talking about help me Pls

[@TheSwedishInvestor]

This is my method of doing it: 1. Read book + highlight 2. Write down key insights from highlights 3. Categorize key insights 4. See if the categories boils down to some nice takeaways

[@MrL702]

Given the time period needed for these types of investment, you would be far better off buying ETFs that track and index.

[@redvermont1558]

Nope. You will not get rich buying an index. If you bought Apple/Amazon 15 years ago, even with a small amount of money, you're probably rich now.

[@MrL702]

@@redvermont1558 statistically speaking, youll make far more off an index then you will chasing the next apple or amazon

[@yli97]

@@MrL702 I agree. Furthermore, it must be considered that one invests only a fraction of his/her capital in a potential 100 bagger, for example 10%, so that, even in the lucky case in which this happens, he will have obtained a 10 bagger. With an ETF, on the other hand, larger capitals can be invested and the final return will be better than the theoretical one of 100x on a single stock.

[@romalawal1289]

SYME is a 100 bagger without a scintillating doubt

[@Dilbert0123]

Super! I wonder how some people are so patient for 26 years average and others are not - its the temperament. Not the intellect - 26 years is long and one needs to resist thousands of Venusses….one deserves a Prize after that…

[@jamesthompson7282]

Good summary video - value for your 14 minute investment. But the book by Chris Mayer uses a lot of both sound & flawed logic. Logical fallacies abound. For instance, survivor bias: drawing inferences from past history where you assume you made the right decision, back then. But that's bullshit: hindsight is 100% but you don't have that until LATER. What about timing? Different issue: having both sales growth & earnings strength + multiples growth means you have a strong company. But the market should be pricing that into the stock. If you're growing both sales & valuation by 100%, you generally see the market putting high value on them. The stock isn't cheap. So the analysis tells you what you want, helps you pick a target. Then the price has to be right, & that's more likely subject to the vicissitudes of the market. You wait till external events crush the whole market, suck down even superior companies so you can buy them cheap. That means you really do have to time the market, something everyone says investors can't generally do. Buy & hold works, right? You need to buy & hold, count on long-term capital appreciation as a company's strategy & execution pays off over time + compounding of investments kicks in. Sounds great. Buffett did this. "Buy right, then sit tight: this is how to make money in 100 baggers." (10:40) Sure. Buffett proves it. But Buffett's returns weren't amazing before he turned 60. The secret of Buffett's success: don't die. He's doing the 'not dying' part really well, pushing towards 100, so sure, buy & hold compounding returns have hit the steep part of the exponential curve for him then had a 30 year run. Most of us will need our money by the time we hit 65 & will be drawing it down: Buffett didn't. Most of us won't have 40 years to go after 60. Buffett did. Bully for Buffett, but I'm not sure his experience can be extrapolated to my situation or yours. Hindsight is 100% There's useful ideas in the book & this video offers a painless summary - if you can figure out how to apply those lessons to your circumstances now, & avoid much of the investment counsel. Don't get sucked into the typical garbage logic trope of investment books: picking someone really successful, explaining how if you were him & made the same right decisions when he did, you'd be successful too. Of course you would. Doesn't mean those decisions were obvious (or everyone else would have had equal success). Doesn't mean the same decisions are obvious today - circumstances are different, to start with. Doesn't mean outcomes will work out the same way going forward from today. Companies we invest in won't repeat their successes the same way. And we're all subject to external circumstances that will be different this time. An obvious example: what if someone had given you an opportunity to buy into one of only two producers of neon gas 5 years ago, pointing out it was absolutely crucial for semiconductor production? Done so at a good price? Sounds good, right? And it was, right up until Putin's artillery wiped out Mariople & destroyed the entire business with an invasion. And you don't even have to find yourself on the losing side: if you purchased the juggernaut of the fruit & veg business in the 1920s, United Fruit, you had the incredible blue chip stock of the US 1920s. Even WW2 wouldn't derail them, right? Wrong. United Fruit is gone. Picking lessons like this from hindsight - stock in trade for investment books - is a logical fraud. Push back Am I full of shit? Argue back & point out what I've overlooked or gotten wrong. I'm interested, legitimately DO want to improve. Just not too impressed with much of what I find in investment counsel. I keep seeing what appear to me to be obvious logical fallacies that produce good sales stories (for book authors & esp investment managers who charge me too much) but won't benefit me.

[@agaashagaash6320]

11:35

[@AcesizOfficial]

🙌🏽🇬🇧