Talking Billions with Bogumil Baranowski

Christopher Mayer: 100 Baggers, and General Semantics Revisited & Expanded


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It's Chris' third time on the show -- check out the earlier episodes, both are among the top ten all-time downloads.

My guest today is Chris Mayer, he is a professional investor, best-selling author, expert on general semantics and more.

He is a portfolio manager and co-founder of Woodlock House Family Capital, and the author of 100 bagger, How do you know, Dear Fellow Time Binder, World Right Side Up, and Invest Like a Dealmaker.

It’s his third time on the show — consider listening to the previous two episodes before or along with this. It’s always such a joy to speak with Chris, and this episode is no different. Enjoy!

Summary

In this conversation, Chris Mayer discusses the nuances of investing, emphasizing the importance of clear communication with investors, the long-term perspective of family wealth, and the evolution of investment research. He highlights the significance of patience in compounding, the role of catalysts in stock performance, and the need to embrace uncertainty.

Chris also contrasts dynamic and static value investing, explores the impact of passive investing on market dynamics, and reflects on how general semantics has influenced his investment thinking. In this conversation, Chris and Bogumil explore the themes of lifelong learning, the importance of humility in understanding knowledge, and the principles of investing that should be passed down to future generations.

They discuss the mindset of an immortal investor, the impact of news on market perceptions, and the significance of quality over startup risks in investment strategies. The conversation also delves into cultivating patience in an impatient world, the nature of success and failure, and the subjective understanding of quality in business.

Podcast Program – Disclosure Statement

Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

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Talking Billions with Bogumil BaranowskiBy Bogumil Baranowski

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