Рет қаралды 24,066
I had a fun conversation with Chris W. Mayer of Woodlock House Family Capital. Here is a transcript of this conversation: www.good-investing.net/2022/0...
We have discussed the following:
00:00 Introduction
4:26 Chris' book recommendations
9:10 How to focus
12:20 Select what to read
13:22 Hunting for 100 baggers
17:19 Copying other investors
18:11 Revisiting ideas from his blog
21:44 Killing ideas
24:18 Importance of management
26:19 Change of family generations
28:40 Family ownership and minority shareholders
29:40 Joe Biden as president
31:27 US vs EM
33:58 Dividends and hundred baggers
36:20 Networking in times of Corona
38:50 Position sizing
42:45 Selling winners - or not?
44:22 What Chris is currently excited about
45:52 Positive suprises in this year
48:55 Invisible Moats
51:38 Longterm vision for Woodlock House Family Capital & Edge as a professional investor
56:30 Position building
58:55 Changes when owning a stock
1:00:10 Selling
1:01:30 Holding stocks when nothing happens
1:04:15 SaaS companies
1:06:40 Length of your research process
1:09:08 Hunting grounds for stocks
1:11:30 More book ideas
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
#valueinvesting #100baggers #longterminvesting
More
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
⭕ Apply to the Plus community: good-investing.net/plus/
🙏🏻 Join the Supporters Club: good-investing.net/supporters...
📈 IB - our recommended broker *: good-investing.net/ib/
↗️ Smartbroker - our recommended broker for Germans *: good-investing.net/smartbroker/
📶 TIKR - our data tool *: tikr.com/goodinvesting
📃 Disclaimer: good-investing.net/imprint/di...
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Affiliate Link = *