MI Rewind: Investing Like Warren Buffett w/ Jake Taylor
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 30 September 2022
⏱️ 66 minutes
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| 0:00.0 | You're listening to TIP. On today's show, we continue to revisit some of my favorite podcast from |
| 0:06.5 | the past in this millennial investing rewind. If you've missed our previous rewind episodes, |
| 0:12.7 | we've started to reshare some older episodes that are my favorites for a few reasons. One, |
| 0:18.6 | we get a bunch of new listeners each week, so the new listeners may not |
| 0:22.4 | have heard this episode before. Two, even if you've been listening for a while, you may have |
| 0:27.8 | missed this episode when it originally came out. Or three, even if you've heard it before, |
| 0:33.1 | it can be a great episode to learn from again. If you've already heard this episode or you're not |
| 0:38.0 | interested in hearing it, feel free to just skip it. There's no harm in that, and you can pick up |
| 0:42.2 | with our new episodes next week. All right, guys, that's all I had for you for this new intro. Everything |
| 0:48.1 | going forward is going to be from the original show. Hope you guys enjoy it. |
| 0:59.0 | On today's episode, I sit down to chat with Jake Taylor. |
| 1:05.5 | Jake is the CEO of Farnham Street Investments, author of the Rebel Allicator, one of the hosts of Value After Hours, the host of the author interview series, Five Good Questions, and was an adjunct professor |
| 1:12.6 | at UC Davis's Graduate School of Management. He's also a Warren Buffett style value investor |
| 1:17.9 | and has been on TIP's flagship show We Study Billionaires on a number of occasions. During the episode, |
| 1:24.6 | I chat with Jake about how an encounter with Warren Buffett changed his life. |
| 1:28.7 | Why capital allocation is so important for both businesses and investors. |
| 1:33.1 | How Jake is positioning his portfolio in these expensive market conditions. |
| 1:37.3 | Why Berkshire Hathaway's recent underperformance shouldn't concern investors at all? |
| 1:41.9 | Why the valuation of many growth companies likely aren't |
| 1:44.9 | sustainable? What Jake wishes he could go back and tell his 20-year-old self, and much, much more. |
| 1:51.2 | I've really enjoyed this conversation with Jake as he delivers an incredible amount of |
| 1:55.2 | investing wisdom. Now, without further delay, let's dive right into this week's episode with |
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