100 Baggers: Stocks That Return 100-to-1 and How To Find Them
2015
Framework
by
Christopher W. Mayer
A framework by investor Chris Mayer for identifying public companies with the potential to become 100-baggers—stocks that return $100 for every $1 invested. Inspired by Thomas Phelps’ 1972 classic, 100 to 1 in the Stock Market, Mayer modernizes the approach by highlighting early financial signals like high ROIC and emphasizing the discipline of holding great businesses for a decade or more.
Buy a CopyJermaine's Notes
June 2023
Complements "100 to 1 In The Stock Market" by Thomas Phelps. 100x returns take time, so be patient. Read 2015 paperback.
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100 to 1 in the Stock Market
June 2023
A framework by Investor Thomas Phelps for spotting public companies with the potential to deliver 100-to-1 returns—turning $1 into $100—by identifying traits that enable long-term compounding. Drawing from dozens of case studies through 1971, he offers a practical checklist and explores the psychology and discipline required to hold for such extraordinary gains.
Great for understanding early characteristics of long term compounding companies. Originally published in 1972. Read 2015 paperback.
Investing for Growth
July 2023
A framework-driven book by Terry Smith, founder of Fundsmith Equity Fund. This curated collection of two decades’ worth of investment letters and essays lays out his core philosophy: buy high-quality businesses in public markets, hold them long-term, and ignore market noise.
Strong focus on free cash flow yield and return on capital employed—Terry explains why they matter. He’s a straight shooter who breaks down key growth investing concepts with clarity and real examples. A good complement for fans of Buffett’s style, but with a stronger tilt toward growth. Read 2020 hardcover.
Common Stocks and Uncommon Profits and Other Writings
June 2023
A framework book by Philip Fisher, a pioneer of investing in growth companies in the stock market. Fisher shares his principles for generating above-average returns by identifying high-quality companies with strong long-term growth potential and holding them over time. He explains his “Scuttlebutt” research method and outlines his 15-point checklist for evaluating companies. The book presents his approach in clear language that the average investor can understand.
Warren Buffett “sought out Phil Fisher” after reading this book. Buffett adopted many of Fisher’s principles when he shifted from buying fair companies at cheap prices to buying great companies at fair prices. This is a classic investment book filled with timeless principles. I liked Fisher’s “Scuttlebutt” research method, which encourages gathering firsthand insights to gain an edge beyond financial statements. Originally published in 1958, the book was republished in 1996 and 2003.