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محتوای ارائه شده توسط Stig Brodersen and The Investor's Podcast Network. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Stig Brodersen and The Investor's Podcast Network یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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TIP608: Long-Term Compounding w/ Chris Mayer

1:03:02
 
اشتراک گذاری
 

Manage episode 401198817 series 1394353
محتوای ارائه شده توسط Stig Brodersen and The Investor's Podcast Network. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Stig Brodersen and The Investor's Podcast Network یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

On today’s episode, Clay chats with Chris Mayer about long-term compounding and a few of his holdings, including Constellation Software. Chris is well-known for his book, 100 Baggers, and has inspired thousands of readers to become better investors. If you’re interested in investing in multi-baggers, then this episode is a must-listen.

Chris is the author of 100 Baggers and the co-founder and portfolio manager of Woodlock House Family Capital.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:27 - A review of how Chris’s fund performed in 2023.

06:37 - Where Chris focuses much of his attention in managing a fund.

12:39 - How Chris discovered Constellation Software.

18:02 - How the competitive landscape for Constellation Software has developed over the years.

24:58 - The potential drawbacks of Constellation Software’s decentralized business model.

28:09 - Chris’s thoughts on Constellation Software’s ~60% increase in their share price over the past year.

28:53 - How Constellation 2.0 has developed in recent years.

33:04 - Why Constellation Software has started performing spinoffs.

39:42 - Whether Constellation will continue to do more spinoffs in the future or not.

37:05 - Why Chris decided to invest in the Constellation Software spinoffs in his fund (Topicus & Lumine).

39:32 - Why Topicus is targeting higher organic growth in their subsidiaries.

55:12 - Chris’s thoughts on the valuation of Constellation Software, Topicus, and Lumine.

61:56 - How Chris would consider allocating fresh capital today in his fund.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

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SPONSORS

Support our free podcast by supporting our sponsors:

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Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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880 قسمت

Artwork
iconاشتراک گذاری
 
Manage episode 401198817 series 1394353
محتوای ارائه شده توسط Stig Brodersen and The Investor's Podcast Network. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Stig Brodersen and The Investor's Podcast Network یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

On today’s episode, Clay chats with Chris Mayer about long-term compounding and a few of his holdings, including Constellation Software. Chris is well-known for his book, 100 Baggers, and has inspired thousands of readers to become better investors. If you’re interested in investing in multi-baggers, then this episode is a must-listen.

Chris is the author of 100 Baggers and the co-founder and portfolio manager of Woodlock House Family Capital.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

03:27 - A review of how Chris’s fund performed in 2023.

06:37 - Where Chris focuses much of his attention in managing a fund.

12:39 - How Chris discovered Constellation Software.

18:02 - How the competitive landscape for Constellation Software has developed over the years.

24:58 - The potential drawbacks of Constellation Software’s decentralized business model.

28:09 - Chris’s thoughts on Constellation Software’s ~60% increase in their share price over the past year.

28:53 - How Constellation 2.0 has developed in recent years.

33:04 - Why Constellation Software has started performing spinoffs.

39:42 - Whether Constellation will continue to do more spinoffs in the future or not.

37:05 - Why Chris decided to invest in the Constellation Software spinoffs in his fund (Topicus & Lumine).

39:32 - Why Topicus is targeting higher organic growth in their subsidiaries.

55:12 - Chris’s thoughts on the valuation of Constellation Software, Topicus, and Lumine.

61:56 - How Chris would consider allocating fresh capital today in his fund.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

880 قسمت

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