In his recent interview with The Value Perspective, Jake Taylor discusses some examples of how to avoid your blind spots. Here’s an excerpt from the interview: JT: Let’s jump back into the Google example. What I missed for the next five or six years from 2015 was that I was … Read More
Jake Taylor: Which Type Of Investor Are You?
In his latest shareholder letter, Jake Taylor asks the question in a quick quiz – Which Type Of Investor Are You? Here’s an excerpt from the letter: Would you rather be associated with Stock Chart A that went up more than 500% in 15 months? Or Stock Chart B that … Read More
Jake Taylor: Return On Investing Capital Is Like Weightlifting
In his recent interview on the Infinite Loops Podcast, Jake Taylor explains why return on investing capital is like weightlifting. Here’s an excerpt from the interview: But to go back to return on invested capital, that’s really important when it comes to growth. So when you think about a business … Read More
Jake Taylor: Getting On Base
In his latest January 2022 Letter, Jake Taylor discusses the importance of getting on base in investing. Here’s an excerpt from the letter: One of the keys to successful investing is to get out of your own head. Psychologist Daniel Kahneman would call this “finding the outside view.” An outside … Read More
Jake Taylor: The Stoic Path To Investing
In his recent interview on the Millennial Investing Podcast, Jake Taylor discussed the importance of having a stoic mentality in investing. Here’s an excerpt from the interview: Taylor: But at the same time, a big part, I think of figuring out how to be a good investor is actually understanding … Read More
Jake Taylor: How To Know If You’re A Skillful Or Lucky Investor
In his recent interview on the InvestED Podcast, Jake Taylor, co-host on our Value After Hours Podcast provided a great hack on how to know if you have skill or you’re just lucky in investing. Here’s an excerpt from that interview: Taylor: One of the most difficult things in this … Read More
Jake Taylor: What Is The Intrinsic Value Of Berkshire Hathaway
Here’s a great interview with Value After Hours Podcast co-host Jake Taylor on The Investors Podcast discussing his intrinsic valuation of Berkshire Hathaway. Here’s an excerpt from the interview: Well I think there are different ways of doing it. I tend to be more on the simplistic side of my … Read More
Why Has Value Investing Underperformed?
https://www.youtube.com/watch?v=H7_QJyxr2W0?start=2331 During his recent interview with Tobias, Jake Taylor of Farnam Street provides some great insights into why he thinks value investing has had such a rough time lately, saying: Jake – I think it’s a confluence of factors. I don’t know honestly. If I had to assign how much … Read More
Dispersion In Investing – The Gap Between The Best and Worst Stocks Is Closing
https://www.youtube.com/watch?v=H7_QJyxr2W0?start=2477 During his recent interview with Tobias, Jake Taylor of Farnam Street discusses how the dispersion (gap) between the best and worst stocks is disappearing, saying: So one thing we’ve talked about before I know is this idea of dispersion. So you have the average of how expensive the market … Read More
How To Identify Great Capital Allocators
https://www.youtube.com/watch?v=H7_QJyxr2W0?start=777 During his recent interview with Tobias, Jake Taylor of Farnam Street discusses how investors can spot great capital allocators, saying: – But having said all that yeah there’s so many great cap allocators out there. You know obviously Buffett and Munger are the gold standard at Berkshire. But you … Read More
(Ep.2) The Acquirers Podcast: Jake Taylor – Charlie Munger and The Rebel Allocator
In Episode 2 of the The Acquirers Podcast, Tobias chats with Jacob “Jake” Taylor of Farnam Street Investments. During the interview Jake talks about his new book – The Rebel Allocator, and discusses the secret sauce of business success and investment returns – good capital allocation. He also provides some … Read More