The Ultimate Guide to Finding 100 Baggers | Lessons From Chris Mayer (TIP633)

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Күн бұрын

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@WeStudyBillionaires 4 ай бұрын

📌 Check out this video next: kzbin.info/www/bejne/bpqkk4uprKiXf6M ⚠ IMPORTANT: Please beware of cyber scams and phishing attacks. We will never ask for your contact info in the comments section. Kindly report suspicious accounts you see below. Thank you!

@Allen-L-Canada 4 ай бұрын

A lesson I learned from this video: I often confused about the following two situations: 1) buying a temporarily hyped-up company at a historic high price in FOMO. 2) buying a long-track-record consistent high quality company at a historic high price. They both buying at a high price, but the latter will more probabable to achieve long-term success than the first. Therefore, buying a company at ts historic high price is not always a bad move. Of course, waiting for a dip, or correction would be great, but most of the high quality companies seldom have those. Thanks, Clay!

@motivational7531 4 ай бұрын

This is me with NVIDIA, waiting for a dip forever because I don't want to chase

@WeStudyBillionaires 4 ай бұрын

Glad you enjoyed the episode! 💡

@sacha_msky Ай бұрын

@@motivational7531 well nvidia is down 20 percent now, i hope that you waited

@francoiscros9260 3 ай бұрын

Hello Clay and thank you for these wonderful lessons. For topicus, shouldn't we calculate the FCF that we receive, excluding minority management interests? 1,48 billion seems to include them. (43:40 on the video) I find 1.09 billion by discounting the expected flows from 2024 at 20% for 10 years that come back to us, so I think the discount is less important today.

@clayfinck 3 ай бұрын

That is right -thank you for flagging this! The minority interest looks to deduct ~4% from the FCF.

@fssrk1 4 ай бұрын

Great points. Think many people think from a value investing perspective so want cheap or undervalued stocks. Growth stocks are rarely at a discount and usually at 52 week highs. How do you evaluate a growth stock that will keep compounding? High gross Margins, high ROIC, consistent and growing free cash flow, increasing revenues at least 15% a year, stock buy backs only when it is cheap for the company to use the money that way, competitive advantage or moat that other companies have difficulty to get into same area, high insider ownership, long growth runway 15-20 year to achieve 100 bagger status, most would have to be a microcap or small cap to have enough long runway to grow. It’s much harder to increase growth in larger cap companies than small caps.

@WeStudyBillionaires 4 ай бұрын

Thanks so much for watching! 🙏

@nunofreitas8838 4 ай бұрын

Where can we see Chris portfolio?

@PhoMaiZF 2 ай бұрын

you can just google

@thegreattheone 3 ай бұрын

Great lessons. The backdrop section was amazing.

@WeStudyBillionaires 3 ай бұрын

So happy to hear that! ♥

@HarneersInvestingChannelCheema 4 ай бұрын

What are the 11 stocks in Chris Meyers portfolio?

@ElLotdog 4 ай бұрын

Google his name and 13f

@HarneersInvestingChannelCheema 4 ай бұрын

@@ElLotdog Googled it there is no current 13F for his investment vehicle Woodlock Family Capital. If you find it let me know.

@MeBee-fl2ow 4 ай бұрын

I know CRPT, DNP, LIFCO, BRO, CSU, TOPI, TEQ...

@sebfox2194 4 ай бұрын

@@MeBee-fl2ow Also, Lumine.

@HarneersInvestingChannelCheema 4 ай бұрын

@@MeBee-fl2ow Maybe Clay could fill in the names that are missing.

@mohlini1 3 ай бұрын

Yeah but re Copart, Chris also mentions that buying cos at lower Mc easier to 100x not at 50bn where it currently is at. That means if I bought Copart now even to get 10x it has to grow to 500bn. How many cos can achieve that and not to mention the concave relationship between P&Q so need more buyers and prolly longer time to achive 10x for the later comers. The math doesnt add up. Good for early entries not for later ones. Odds are significantly lower as it gets bigger. So only suckers will get in? Happy to be corrected mate! Love your channel btw.

@herkulys 3 ай бұрын

hey i have been hearing to your podcast lately and i´ve been wanting to start investing as soon as possible but i have no clue where and how to start, can you maybe recommend some websites or apps that are good for investing? thank you very much

@WeStudyBillionaires 3 ай бұрын

Hi there! Check out our stock investing course to get started: theinvestorspodcast.podia.com/how-to-get-started-with-stocks 🙌

@77magicbus 4 ай бұрын

Clay, I love your coverage of Chris Mayer and stocks in general. However, Copart may be about to be disrupted in terms of their moat. Tesla has damn near got the full self driving thing perfected. Yes, it may not be for 2 to 5 years until it is fully operational. But it is going to happen. I believe sooner rather than later. Chris doesn't seem to be worried about it, however. I like most his stocks but I have to think for myself on that one. Tesla is spending over 10 Billion this year on FSD!!! It is going to happen.

@Tendomcgoobin 4 ай бұрын

LOL!!