How to Avoid Selling Your Next 100-Bagger | Practical Lessons from Chris Mayer episode artwork

EPISODE · Aug 11, 2025 · 54 MIN

How to Avoid Selling Your Next 100-Bagger | Practical Lessons from Chris Mayer

from Two Quants and a Financial Planner · host Excess Returns

In this special episode, Matt Zeigler and Bogumil Baranowski take you on a deep-dive mixtape journey through the best moments from their past three years of conversations with author and investor Chris Mayer. From the brutal patience required to ride out dead money periods to why the lack of a catalyst might be a feature, not a bug—this episode is packed with timeless investing wisdom. Whether you're chasing a hundred bagger or trying to hold through volatility, Mayer’s philosophy will challenge and inspire you.🔑 Topics Covered:Why “dead money” is often harder than drawdownsThe real challenge of holding long-term winnersThe myth of catalysts and the power of compoundingHow great businesses reveal their edge over timeThe emotional toll of patience—and how to cultivate itAligning capital with the right investor mindsetWhat Buffett’s evolution teaches us about reinvestment riskWhy most investors can’t handle uncertainty—and how that creates opportunityHow great investors and great CEOs think in decades, not quarters⏱️ Timestamps:00:00 Intro + Episode Setup02:07 Dead Money vs. Drawdowns10:00 Waiting Without a Catalyst18:15 The Real Test of Holding25:00 Aligning with Long-Term Capital35:00 Buffett and Value Investing 2.044:00 Management and Short-Term Thinking50:00 The True Meaning of Patience54:18 Outro + Closing Thoughts

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How to Avoid Selling Your Next 100-Bagger | Practical Lessons from Chris Mayer

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