What I’ve Learned About 100 Baggers

Dear Reader,

I was at the MicroCap Leadership Summit, where I delivered a talk about what I learned in my study of 100 baggers. (Slides attached, if you’d like to take a look.) The masthead is Bonner Private Portfolio because Focus was not officially out yet when I gave my talk.

The organizer of the conference was Ian Cassel, who just wrote a book with Sean Iddings, called Intelligent Fanatics Project. It’s similar to my own 100 Baggers, as it looks at eight case studies of extraordinary successes.

These include Southwest Airlines, which I’ve also highlighted. It delivered an annual return of 25% for 30 years!

If you’re curious to know more about the book, let me know and I’ll write up some notes to share with you. Drop me a line at [email protected].



Chris Mayer
Editor, Chris Mayer’s Focus

Download Presentation PDF