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📔100 Baggers Book Review: Indian Case studies (Navin Kotak etc.)

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This book is about 100baggers. These are stocks that return $100 for every $1 invested. That means a $10,000 investment turns into $1 million. Chris Mayer can help you find them. It sounds like an outrageous quest with a wildly improbable chance of success.

Time Stamps:
Introduction: (0:00)
Framework (Three Legged Stool): (0:48)
Book Review (7 important Lessons): (5:06)
Incremental returns on Capital: (5:59)
Drivers of Earnings Growth: (7:30)
What is Capital Allocation? Along with Case Studies: (12:30)
Two engines of 100 Baggers: (18:34)
Importance of studying Value Chain (IEX, Alkyl Amines, CCL Products, etc.): (23:20)
Agent Management vs Owner Operator: (29:06)
Sources of Risk: (33:44)
Different Sources of Competitive Advantage: (35:57)
Common Elements for 100 Baggers: (38:34)
Future Opportunities in India: (40:22)

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posted by vanessannefanju