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

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Tilman Versch: I have to question what makes you kill these ideas, but I also have another question. Maybe we answer both, but let’s start with a question from the chat because people have also your blog. They see your blog and it’s a good way to screen for ideas as well because you’ve written a lot of interesting content. You can find the link to the blog under this video so you can easily find it. Thanks to that you also made an RSS. I ask you for that and it’s great so it can be easier. Tilman Versch: Then maybe let me try to reframe those questions. What were positive surprises for you this year as an investor? I don’t think if you’re really going to be a long-term investor that you should necessarily worry too much about the outcome of who’s going to be president. 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. Tilman Versch: I hope we meet one day in Omaha because my plan was going there. I would have loved to meet you but…

Reflections on 100 Baggers - Woodlock House Famil Reflections on 100 Baggers - Woodlock House Famil

This is important because semiconductors are used in many different industries. They are the “brains” of all electronics. The U.S. government has referred to computer chips as “essential to modern-day life.” Gross profit margin is an indicator of the price customers are willing to pay for a product/service over its cost and serves as a measure of value added to the customer. Mayer quoted a study done by Matthew Berry, a former fund manager at Lane Five Capital: ‘If you can’t see how or where a company adds value for customers in its business model, then you can pretty sure it won’t be a 100-bagger.’ The study discovered that gross profit margins were surprisingly resilient — companies with high gross profit margins tended to keep their margins high, and companies with low gross profit margins remained low. These findings suggest that companies with high gross profit margins have a resilient, long-term advantage over their competitors, and are more likely to become 100-baggers. on the World Wide Web), in whole or in part, is strictly prohibited without the express written permissionThere are a lot of businesses that are not really that good they’re just mediocre. When you see businesses their return on assets is low single digits, the only way they get into a double-digit return on equity is they’re using a lot of debt. Businesses that don’t really have much of competitive advantage for there are lots of competitors and it’s nothing particularly special about it. Those businesses are easy to kill. There aren’t that many really good businesses around. Those ones are easy to kill, if there’s any whiff of that there might be some fraud or any whiff that there are accounting issues, I stay away from those, overly complicated things. Statistically, the majority of 100-bagger companies started out small. (It would be difficult for an Apple (NASDAQ: AAPL) to grow 100 times from its current size.) As always, thank you for taking the time to read today’s post, and I hope you find something of value in your investing journey.

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

Openstreetmap Foundation, St John’s Innovation Centre, Cowley Road, Cambridge CB4 0WS, United Kingdom I was in Hong Kong at the time of the British handover to mainland China. Many were fearful of what might come once the handover was complete.Now, there’ll be a lot written about that as we get closer to the election, people will come up with their Biden portfolio and their Trump portfolio, but I don’t really think of it that way unless there was something that would be like an obvious target. I’m trying to think of an example where you might be particularly scared. If a politician had it out for a particular industry and you might be a little more cautious. I don’t know for sure, but depending on how the US election goes, you’re still probably going to have a divided government and it’s not so easy for one person to just do what they want. Chris Mayer: Oh, software as a service. I think those things can be great businesses. I don’t own anything in that sector right now, so I don’t know that my opinion is worth much there. Obviously, it’s a great business. It’s just always a matter for me of what’s the evaluation or how much can you pay. Advice for younger investors Ironically, they were correct in their concerns, as we have seen. But they were wrong about the time frame. China took its time over the course of more than two decades to slowly and methodically take complete control and take away freedoms. This is a slow, methodical process that continues to unfold today.