VALUE: After Hours (S07 E12): Buyout and venture capital investing in Japan and China: Our trip to Tokyo and Shanghai

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor discuss: Reflections on Japan: Investing Culture & Net-Nets Capital Allocation & Tokyo Stock Exchange Reforms Buyout Firms in Japan: An Undervalued Opportunity Long-Only and Activist Investors in Japan Cultural Philosophy & Long-Term Thinking Transition to Shanghai: … Read More

Jake Taylor: How To Avoid Your Blind Spots

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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: Getting On Base

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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

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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

Why Has Value Investing Underperformed?

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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

How To Identify Great Capital Allocators

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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