100Baggers

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THE OUTSIDERS: THE BEST CEOS 101 Leonard is also a big shareholder, with a stake worth over C$400 million. “And he is very protective of shareholders,” the Globe notes. “Since 2007, Constellation has not issued a single share.” It’s an incredible story. Constellation is a worthy Outsider for that second edition. Ah, but there will be no second edition, Thorndike said. That’s too bad. We won’t be able to read Thorndike’s analysis of the next crop of Outsiders. But we can invest in them.
CHAPTER 9: SECRETS OF AN 18,000-BAGGER If people weren’t so often wrong, we wouldn’t be so rich. — Charlie Munger at the 2015 Berkshire Hathaway annual meeting Along with more than 40,000 other people, I was in Omaha, NE, for the Berkshire annual meeting, which also celebrated the 50th anniversary of the company. Here Warren Buffett (age 84) and Charlie Munger (age 91) held court. The two super investors answered questions from the audience and opined on just about everything. Berkshire Hathaway is a must study for any investor, whatever you think of Warren Buffett the man. The stock has risen more than 18,000-fold, which means $10,000 planted there in 1965 turned into an absurdly high $180 million 50 years later. How the old buzzard did it is the subject of a minilibrary of books. The latest is The Warren Buffett Philosophy of Investment, by Elena Chirkova. Chirkova’s book is notable because she wrote it in Russian and published it in Russia, where it became a bestseller. Chirkova is an associate professor of finance in Moscow. It’s tough to hoe fresh ground in Buffett-land, but she does a great job with one key point most people overlook. And that’s Berkshire’s use of leverage.
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100 BAGGERS STOCKS THAT RETURN 100-
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In memory of Thomas W. Phelps, auth
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CONTENTS Chapter 1: Introducing 100
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2 100-BAGGERS You should read this
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4 100-BAGGERS year by year—that m
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6 100-BAGGERS of compounding, to fo
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8 100-BAGGERS some new insights, si
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10 100-BAGGERS These principles I w
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12 100-BAGGERS I have had my share
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14 100-BAGGERS fears. The list of r
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16 100-BAGGERS The idea is simple:
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18 100-BAGGERS Here’s Kerber: The
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20 100-BAGGERS (Lowenstein is also
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22 100-BAGGERS only when you are in
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24 100-BAGGERS earned around $21 mi
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26 100-BAGGERS But Biggs was someth
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28 100-BAGGERS unlikely, given all
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30 100-BAGGERS It seems to me a bet
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32 100-BAGGERS He looked at 19 such
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34 100-BAGGERS MTY’s path to cove
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36 100-BAGGERS Years it takes for 1
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38 100-BAGGERS Martelli’s study,
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40 100-BAGGERS Another trap is that
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CHAPTER 5: THE 100-BAGGERS OF THE L
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THE 100-BAGGERS OF THE LAST 50 YEAR
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THE 100-BAGGERS OF THE LAST 50 YEAR
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Page 80 and 81: 76 100-BAGGERS about $80 per share.
Page 82 and 83: 78 100-BAGGERS “That’s exactly
Page 84 and 85: 80 100-BAGGERS But he has no intere
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Page 88 and 89: OWNER-OPERATORS: SKIN IN THE GAME 8
Page 96 and 97: CHAPTER 8: THE OUTSIDERS: THE BEST
Page 98 and 99: THE OUTSIDERS: THE BEST CEOS 95 Eac
Page 100 and 101: THE OUTSIDERS: THE BEST CEOS 97 bou
Page 102 and 103: THE OUTSIDERS: THE BEST CEOS 99 •
Page 106 and 107: 104 100-BAGGERS “The amount of le
Page 108 and 109: 106 100-BAGGERS The Berkshire Hatha
Page 110 and 111: 108 100-BAGGERS Next was Canadian f
Page 112 and 113: CHAPTER 10: KELLY’S HEROES: BET B
Page 114 and 115: KELLY’S HEROES: BET BIG 113 The f
Page 116 and 117: CHAPTER 11: STOCK BUYBACKS: ACCELER
Page 118 and 119: STOCK BUYBACKS: ACCELERATE RETURNS
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Page 122 and 123: 122 100-BAGGERS houses, items that
Page 124 and 125: 124 100-BAGGERS has no moat. See wh
Page 126 and 127: 126 100-BAGGERS The beverage indust
Page 128 and 129: 128 100-BAGGERS gross margin. “Am
Page 130 and 131: 130 100-BAGGERS It seems to me a bo
Page 132 and 133: 132 100-BAGGERS The problem with th
Page 134 and 135: 134 100-BAGGERS “Boredom”—as
Page 136 and 137: 136 100-BAGGERS The same kind of ar
Page 138 and 139: 138 100-BAGGERS How can you deal wi
Page 140 and 141: 140 100-BAGGERS Market-Research Fir
Page 142 and 143: 142 100-BAGGERS Many investors watc
Page 144 and 145: 144 100-BAGGERS Note how the consen
Page 146 and 147: 146 100-BAGGERS The results showed
Page 148 and 149: 148 100-BAGGERS ideas often come fr
Page 150 and 151: 150 100-BAGGERS A similar compariso
Page 152 and 153: 152 100-BAGGERS this investment is
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CHAPTER 14: IN CASE OF THE NEXT GRE
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IN CASE OF THE NEXT GREAT DEPRESSIO
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CHAPTER 15: 100-BAGGERS DISTILLED:
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100-BAGGERS DISTILLED: ESSENTIAL PR
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APPENDIX THE 100-BAGGERS (1962-2014
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APPENDIX: THE 100-BAGGERS (1962-201
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