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The SynopsisAuthor: Speedwell Research, LLC
Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Interview. Chris Mayer on Finding Quality Compounding Stocks
Wednesday, 8 April, 2026
In this insightful interview I spoke with fund manager Chris Mayer. Chris is an investment fund manager and author of many books including "100 Baggers: Stocks that Return 100 to 1 and How to Find Them". In this interview we talk everything from investment philosophy and when to sell to specific stocks like Constellation Software and Copart. We hope you enjoy! You can find a video version of this podcast on YouTube here *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com -*-*-*-*-*-*-*-*-*-*- Show Notes (0:50) — Investment Philosophy (1:45) — Concentration (4:08) — Margin of Safety (7:18) — Risk of Paying a Premium Multiple (10:02) — Buy & Hold or Sell? (17:33) — CSU Reinvestment Risk (24:02) — What Stocks Excite Chris the Most (28:26) — Is the Quality Sell-Off Justified? (33:31) — AI Risks (37:14) — Thoughts on Copart (51:00) — Research Process (1:02:44) — What Companies Will Be Impacted by AI (1:08:52) — How Do You Have Confidence in a Buy/Sell Decision? (1:13:05) — How Psychological Biases Affect Decision Making (1:16:55) — The Risk of Copying Successful Investors (1:22:03) — Why You Can Time the Market (1:24:36) — The Investor's Odyssey -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more! Sign up for Speedwell's free newsletter and weekly memos here AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here. *~*~*~*~* Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in securities discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
