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Two Quants and a Financial PlannerAuthor: Excess Returns
Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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How to Avoid Selling Your Next 100-Bagger | Practical Lessons from Chris Mayer
Episode 123
Monday, 11 August, 2025
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
