In this episode, Leandro talks with Chris Mayer, author of 100 baggers and portfolio manager at the Woodlock House Family Capital Fund. Chris talks about his investment philosophy and both also discuss Copart (CPRT)

Welcome back to another episode! This time I was lucky enough to be joined by Lawrence Hamtil and Douglas Ott to discuss a relevant migration taking place in the US.

They recently uploaded a white paper on the topic discussing the industries and companies that could be most impacted by this trend. Here it is: https://andvariassociates.com/wp-content/uploads/2024/06/2024-06-Andvari-Fortune-Southern-migration.pdf

Lawrence and Doug also host (together with Devin Lasarre) an excellent and atypical podcast called 'Preferred Shares', which I definitely recommend following: https://open.spotify.com/show/0eAZkSKXiEhqT7o2nNplrO?si=172375d7111d498c

You can also listen to this podcast on Spotify: https://open.spotify.com/show/3IXMPlrhB3VOPTfTKBWJ2i?si=e40ad66bd0c14f8b

I'll also leave here a link to a webpage through which you can follow my writing: https://www.bestanchorstocks.com/ Don't forget to like the video and subscribe to the channel if you enjoy the episode. More to come!

All relevant links about me are here: https://t.co/d3PTtIpLbw

Podcast disclosure: Nothing said here is investing advice, the information is shared with educational purposes only. Do your own due diligence.

Public.com disclosure: Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. Investors must review the Options Disclosure Document (ODD): public.com/ODD. See Fee Schedule and Options Rebate & Referral T&Cs: public.com/disclosures. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC.

See terms of the Options Rebate Program. Rebate rates vary from $0.06-$0.18and may depend on time of enrollment and number of referrals. Rates are subject to change at any time.

Link to Best Anchor Stocks: https://www.bestanchorstocks.com/

Link to Crossroads Capital: https://www.crossroadscap.io/

Link to latest annual letter of Crossroads Capital: https://www.crossroadscap.io/investor-letters/annual-letter-to-investors-2023

Don't forget to follow the show and leave a review if you enjoy it!

Topics covered...

1. What Ryan considers a high-quality company
2. How Ryan applies the past to his process
3. Thoughts on Big Tech and competition from China
4. Thoughts on Index Concentration
5. Are markets efficient?
6. The importance of a catalyst when investing in small cap
7. The investment case on Vistry and thoughts on the UK stock market
8. Nintendo and how the thesis is playing out

Disclosure: Nothing shared here is investment advice, participants might have positions in the securities discussed. Do your own due diligence.

Public.com disclosure: Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. Investors must review the Options Disclosure Document (ODD): public.com/ODD. See Fee Schedule and Options Rebate & Referral T&Cs: public.com/disclosures. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC.

See terms of the Options Rebate Program. Rebate rates vary from $0.06-$0.18 and may depend on time of enrollment and number of referrals. Rates are subject to change at any time.