100 BAGGERS: STOCKS THAT RETURN 100-TO-1

As an Amazon Associate I earn from qualified purchases.

This is my take on the investing book “100 Baggers: Stocks that Return 100-to-1 and How to Find Them”, written by Christopher Mayer. Finding just a single one of these may finance a retirement.


Top 5 takeaways from 100 baggers:
0:00 Intro
01:30 1. Buy Puppies
03:38 2. Twin Engines
06:39 3. Owner-Operators
08:17 4. The Coffee Can Portfolio
10:52 5. Ignore The Macro Analyst

TL:DW:

- Focus on companies that still have a long road to travel, but make sure they currently are on the right path.
- Look for companies that can continue their growth for years to come, and where there is still room for higher valuation of multiples – the twin engines.
- Only board the plane if the operators are onboard too
- Avoid emotional errors by putting your stocks in the coffee can
- Turn off the news, stop checking the total value of your portfolio every day, smash that like button and focus on finding the future 100-baggers, no matter the market sentiment.

My goal with this channel is to help you make more money and improve your personal finances. How to become a millionaire? There are many ways to get there – investing in the stock market, becoming a stock trader, doing real estate investing, or why not becoming an entrepreneur? But whether you are interested in how to invest in stocks or investing strategies for creating passive income with rental properties – I hope to be able to provide you with a solution (or at least an idea) here. Warren Buffett - the greatest investor of our time - says that you should fill your mind with competing ideas and then see what makes sense to you. This channel is about filling your mind with those ideas. And in the process – upgrading your money-making toolbox.

[mbeazy]

No music! Keep up the good work. At this rate I might meet my goal of “reading” 50 books this year!

[GageP]

I love this channel and content. You choose a wide variety of books and illustrate them perfectly, thank you for assisting me in gaining knowledge in this field. You should be held in high regards in the YouTube community. Carry on and keep helping others!

[JP]

Great video. One other factor to look out in a 100 bagger + is the dividend payment or lack of one! A few of the 100 baggers pay out no dividend (Monster Beverage, Berkshire Hathaway, Amazon) or have a very low payout ratio (Apple - 22% of net earnings), Microsoft 33% of net earnings). The rest of the net earnings are invested straight back into the company for more growth - this can mean many billions of dollars are reinvested back again compounding the company's growth.

[vgsatwork]

I had read this book about 2 years back (along with Acquirers Multiple by Tobias Carlyle) and these have completely changed my perspective on stock. Today I have accidentally stumbled upon your channel and found this video. I have to say this video has been crisp, concise and captures the essence of the book. Nice work and I would probably be spending next couple of hours going through your other videos to get a gist of some of the well known finance books.

[Gaurav-lwgs]

Video summary:
Buy company with following traits
1. Small Caps upto 1 B in Market cap
2. Twin engine: Find High revenue growth stocks, getting high multiples ( PE PB PS)
3. Coffee Can approach: Buy right, sit tight. Hold for 10 years
4. Honest Management

[vidya]

Twin Engines:

The 1+1 > 2 ideas are correct.

But the twin engines described in the video are somehow wrong.

The absolute Dual Engines are:

The Growth in Earning exceeds the Growth in Capital Invested
&
The Strength of ROIC exceeds the Cost of Capital Rate.

[townlakecakes]

My daughter loves Minute Physics on YouTube and I hope you'll consider it a complement when I say the few videos I've watched so far are like the Minute Physics for investment books. Easy to follow. Easy to listen to. Imparts a lot of good info in an uncomplicated way. I'm a beginner in the retail markets but don't want to just point and guess. Your channel is helping me focus on the right investing strategy for my particular strengths and interests without having the read every single book out there. I haven't narrowed down which books I want to actually buy yet, but I'm on my way.
Thank you!

[rahulsagarpv]

Amazing content, been watching your summary of books before and after I read a book. Brilliant! Regards from Germany

[pabloorue]

13:51 I can't avoid to check my portfolio value every day! Haha but during last year I trained my "stomache" (like Peter Lynch said) and instead of selling, I bought to average down prices. Great information! Greetings from a very difficult financial country like Argentina! ⭐⭐⭐

[PcraftBr]

This is one of the best videos of summary a finance book i've seen. Keep going!!

[dashingdecentkhan]

This channel deserves million subscribers.

[pablof]

Little brazilian investor here salutes you, thanks!

[StillmanSpinningSteel]

Glad I found this channel. Saves me hours and money 👍

[ToTheNines]

Great video. Just a little surprised that there is mention of the importance of high ROE and the companies willingness to reinvest back into the business, since it’s a key point of the book.

[clumeroo]

Am listening to the audiobook atm and can attest to its excellency! I intuitively thought it would advocate penny stocks but it's soooo much better than that!

[IraqemUp]

I always come to watch your videos after I finish a finance book. I really liked this book and this is a great summary of it.

[MichaelTaylor-nmcx]

All of your videos are so amazingly helpful and valuable. Thank you so much for investing the time to help others.

[shweeppsm]

No music please. Your voice is the best ever..

Requesting
Retire young Retire Rich
By Robert kiyosaki
Please🙏🏽🙏🏽🙏🏽🙏🏽

[absw]

I like the idea of twin engines, but I would add a few more things.

Let's say the company doubles its sales but trades at the same multiple. That's a doubling in stock price.

Then, the company doubles its net income margins. Keeping PE the same, that's a 4x.

Then, the PE multiple rises to reflect the improvements in earnings. That's an 8x.

Then, the company uses those new free cash flows to buy back half its shares. That's a 16x.

Kind of an ideal scenario, but it goes to show what is possible by just doubling the revenue, if the other puzzle pieces fall into play. Of course, it would have to be the type of growth that creates value, and wouldn't apply to companies that grow their revenue by destroying their margins or taking on way too much debt.

[t.j.]

Amazing summary! Subscribed. Such good stuff.