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100 Baggers: Stocks that Return 100-to-1 and How to Find Them

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Revenue growth remains necessary to achieve 100-bagger status; it will not happen without revenue growth. A bonus is if the revenue growth filters down the income statement to earnings. Because as the growth filters down, it helps expand the P/E multiple. I think a lot of people talk about the edge, and they don’t really have an edge. It’s difficult to really have an edge analytically because we’re all doing the same stuff. Chris Mayer: I want to make it big or I just want to either or that or get it off or get it out. That’s just the way or how I think about it. I like investing with companies that have high insider ownership. I think it brings the alignment with shareholders closer together.

100 Baggers: What Are They, Where Can I Find Them (With Examples)

Families are generally a positive for me when there’s large family ownership in the business because there’s empirical research on this, too, that families, in general, are good stewards of capital because they tend to be less levered, and less aggressive. They are more willing to invest long-term and not play the quarterly earnings game. Of course, there are always exceptions but I’m thinking of several of my holdings where there’s a family involved, and they’ve been good stewards over a long period of time. Just wanted your opinion on metaverse real estate. I heard that it will be more like a coordinate that takes you to a certain spot. It won’t be like walking around on the street looking at shops and buildings. Is there any truth to that?

Bleeding Edge

Tilman Versch: Markets can be somehow brutal, so you have sometimes phases where things just go nowhere and then explode. When you feel confident about the company, how do you keep to that company even if there is nothing happening? Tilman Versch: It’s interesting to take this idea with me. Thanks already to the viewers for the questions you’ve handed in. I already saw them and I’m happy to receive more questions from Chris because this day is all about the questions from the audience and I already received a lot of questions. What I want to ask and also in the metaphor of the bookshelf you have behind you, think about the current time we are in, we had a big bookshelf somehow on the internet and there’s a lot of information, a lot of offers and with your time you can only read one book at once. The question is how you stay focused in this time. It’s coming from a Mega cap. Best wishes to you. Chris Mayer: Well, there hasn’t been a lot that’s been like too much of a positive surprise this year. It’s been pretty tough. What I’m excited about is there are several companies that– There are a couple I don’t want to mention yet because they’re maybe a little small, but let’s say in general the kinds of companies I’m talking about. I’ve found a handful of names where I have really good owners. I’ve got long runways where they’re going to compound at least double digits. I’m really excited just to follow their stories. I don’t think there’s any particular sector that I would point to as being particularly interesting. Anyway, I don’t want to give any of those couple specific names just now, but I don’t think of it necessarily on a sector basis. I think there are just some really good businesses I’m excited to own and we’ll see how their story plays out. Maybe I’ll write about them on the blog here soon. To find 100 baggers, we must move beyond the large-cap companies such as utilities or more mature companies such as McDonald’s, Walmart, or IBM. Note that I could also have included an EPS growth rate over the last 10 years, but in that case, we would probably have already missed out on some of the growth.

100 Baggers - Woodlock House Famil Hold Fast: Tips for 100 Baggers - Woodlock House Famil

We want to find a company with a disruptive business model or product. And that the company continues reinvesting its earnings in the business to become even more competitive. I don’t think in terms this market is cheap. I try to focus more on the individual companies and you have to of course consider where they’re operating. A company that is trading at 10 times earnings in a tough market, might not be so much cheaper than a company trading 20% in an easier market. I just don’t think about it in terms of geographies that much. I don’t have as helpful an opinion there as I might’ve one time. Dividends and 100-baggers Tilman Versch: A question from the chat or annotation by Yens was about dividends and their role for 100 baggers. Maybe you can say something about these two points, dividends, and 100 baggers. Tilman Versch: Thank you for the good answer to the question from the chat and to our audience, you’re welcome to ask more questions in the chat window. I already saw two other questions I want to drop them in during our conversation. I also have a question that’s coming, already asked, and that’s coming from one of the people who wrote before our chat is how you kill ideas. There are a lot of ideas out there and what’s your way to decide, that’s interesting, I waste more time or just kill the idea.If companies like Apple, NVIDIA, Advanced Micro Devices (AMD), Qualcomm, and others can’t get their chips from TSM, the market would collapse. Then maybe wait. Then work to build that position up over the next coming months. Usually, I have a full position on certainly before years up and to make exceptions for that definitely. Taiwan Semiconductor Manufacturing Company (TSM) makes about 92% of the world’s most advanced semiconductors. It also makes around 60% of the less advanced chips our cars need.

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