About this deal
I always carve off some time and usually that time is at night to try to read things that just I’m interested in, carve out time for biographies or books on philosophy or other topics like that. That means you have to think about a lot of other things as well, like competition and growth potential and the ability to withstand economic cycles, etc. There are similar, there are some differences between them, what you favor, but what’s remarkable about them is their asset-light mostly franchise businesses.
100 Baggers – Christopher Mayer | JM Finn Book review: 100 Baggers – Christopher Mayer | JM Finn
He had to purchase some sneakers up front for several hundred dollars, and he has been walking a lot. Right now, STEPN earns fees of 4% on marketplace transactions, 6% on sneaker minting, and 8% on sneaker rentals. I think that’s one way to look at it is to say, “Has this person been involved in the business when they were very young? Anyway, I don’t want to give any of those couple specific names just now, but I don’t think of it necessarily on a sector basis. One of the really interesting sections is where O’Keefe has compiled the Value Line pages for NVDA during its 100x run.Tilman Versch: Also screening is like a good idea of screening is to look what other good people do. You don’t want to have that happen when you love a name and you’ve got 25, 30% in it and it doesn’t work.
100-Bagger - Woodlock House Famil 100-Bagger - Woodlock House Famil
It’s been good talking to you and I know I’ve come across you on Twitter before, so it was good to meet you, sort of, on Zoom.
That’s always a good way to get in because you can distinguish yourself with your analysis and over time, and maybe you’ll get picked up somewhere, maybe somebody will be interested.