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How to Avoid Selling Your Next 100-Bagger | Practical Lessons from Chris Mayer

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Manage episode 499516270 series 3614383
Content provided by Excess Returns. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Excess Returns or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this special episode, Matt Zeigler and Bogumil Baranowski take you on a deep-dive mixtape journey through the best moments from their past three years of conversations with author and investor Chris Mayer. From the brutal patience required to ride out dead money periods to why the lack of a catalyst might be a feature, not a bug—this episode is packed with timeless investing wisdom. Whether you're chasing a hundred bagger or trying to hold through volatility, Mayer’s philosophy will challenge and inspire you.

🔑 Topics Covered:

  • Why “dead money” is often harder than drawdowns

  • The real challenge of holding long-term winners

  • The myth of catalysts and the power of compounding

  • How great businesses reveal their edge over time

  • The emotional toll of patience—and how to cultivate it

  • Aligning capital with the right investor mindset

  • What Buffett’s evolution teaches us about reinvestment risk

  • Why most investors can’t handle uncertainty—and how that creates opportunity

  • How great investors and great CEOs think in decades, not quarters

⏱️ Timestamps:
00:00 Intro + Episode Setup
02:07 Dead Money vs. Drawdowns
10:00 Waiting Without a Catalyst
18:15 The Real Test of Holding
25:00 Aligning with Long-Term Capital
35:00 Buffett and Value Investing 2.0
44:00 Management and Short-Term Thinking
50:00 The True Meaning of Patience
54:18 Outro + Closing Thoughts

  continue reading

122 episodes

Artwork
iconShare
 
Manage episode 499516270 series 3614383
Content provided by Excess Returns. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Excess Returns or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this special episode, Matt Zeigler and Bogumil Baranowski take you on a deep-dive mixtape journey through the best moments from their past three years of conversations with author and investor Chris Mayer. From the brutal patience required to ride out dead money periods to why the lack of a catalyst might be a feature, not a bug—this episode is packed with timeless investing wisdom. Whether you're chasing a hundred bagger or trying to hold through volatility, Mayer’s philosophy will challenge and inspire you.

🔑 Topics Covered:

  • Why “dead money” is often harder than drawdowns

  • The real challenge of holding long-term winners

  • The myth of catalysts and the power of compounding

  • How great businesses reveal their edge over time

  • The emotional toll of patience—and how to cultivate it

  • Aligning capital with the right investor mindset

  • What Buffett’s evolution teaches us about reinvestment risk

  • Why most investors can’t handle uncertainty—and how that creates opportunity

  • How great investors and great CEOs think in decades, not quarters

⏱️ Timestamps:
00:00 Intro + Episode Setup
02:07 Dead Money vs. Drawdowns
10:00 Waiting Without a Catalyst
18:15 The Real Test of Holding
25:00 Aligning with Long-Term Capital
35:00 Buffett and Value Investing 2.0
44:00 Management and Short-Term Thinking
50:00 The True Meaning of Patience
54:18 Outro + Closing Thoughts

  continue reading

122 episodes

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