Chris Mayer
One of my favorite ideas
Volatility creates opportunity because the value of a business simply doesn’t change as much as its stock price does. I’ve always been...
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Chris Mayer
Jan 17, 20197 min read
What Index Funds Can't Do
Jack Bogle died yesterday... I hardly need to tell you about him. As Warren Buffett wrote in his 2017 annual letter: “If a statue is ever...
1,785 views
Chris Mayer
Jan 10, 20197 min read
“Bucky,” a 235-bagger and volatility
Buckminster Fuller, the essays of Murray Stahl and financial curiosities of various sorts are the subjects of today’s post. And yes – to...
3,429 views
Chris Mayer
Jan 3, 201910 min read
The Coffee Can Portfolio and 100-Baggers
I recently had lunch with Preston Athey, who used to manage the T. Rowe Price Small-Cap Value Fund. In his 20+ years at the helm, his...
13,292 views
Chris Mayer
Dec 23, 20186 min read
Notes from Value Invest NYC
Greetings from Piney Point, MD. We rented a house down by the water, where our family took up residence for Christmas. Piney Point is...
5,539 views
Chris Mayer
Dec 20, 20185 min read
What's it all about?
Before I start posting regularly, let’s get the preliminaries out of the way and answer a couple of questions you might have: What can I...
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