The 100 Year Thinkers: Long-Term Compounding in a Short-Term World

In a world where most investors think in quarters, The 100-Year Thinkers looks out over decades. Hosted by Matt Zeigler, Bogumil Baranowski, Robert Hagstrom, and Chris Mayer, this monthly roundtable tackles enduring businesses, the owner’s mindset, and the mechanics of compounding—capital allocation, moats, and valuation through cycles. Calm, practical insights for building portfolios that last in a short-term world.

The 100 Year Thinkers: Long-Term Compounding in a Short-Term WorldMay 04, 202601:16:28

The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate

This episode of 100 Year Thinkers brings together Chris Mayer and Ian Cassel for a deep discussion on long-term stock picking, microcap investing, business quality, AI disruption, management teams, an...

The 100 Year Thinkers: Long-Term Compounding in a Short-Term WorldMarch 23, 202601:11:46

46 Firms. 100 Years. Half of All Market Wealth | The Hidden Math of 100 Baggers

This episode brings together Robert Hagstrom and Chris Mayer to explore how investors should think about base rates, extreme outcomes, and the realities of long-term wealth creation in markets. Applyi...

The 100 Year Thinkers: Long-Term Compounding in a Short-Term WorldFebruary 21, 202601:15:40

This Hasn’t Happened Since 1999 | The 100 Year Thinkers on Why Safe Stocks Have Become Dangerous

In this episode of Excess Returns, Matt Zeigler and Bogumil Baranowski continue their conversation with Robert Hagstrom and Chris Mayer, diving deeper into general semantics and what it means for inve...

The 100 Year Thinkers: Long-Term Compounding in a Short-Term WorldJanuary 23, 202601:14:18

The Labels That Destroy Returns | Chris Mayer and Robert Hagstrom on How Language Misleads Markets

When Robert Hagstrom and Chris Mayer sit down together, the conversation goes far beyond stock picking. Join them, along with Matt Zeigler and Bogumil Baranowski to explore how investors think, how la...