TIP317: Intrinsic Value Assessment of Fairfax w/ Jake Taylor (Business Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 4 October 2020

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jake Taylor takes us on a deep dive intrinsic value assessment of the company Fairfax Financial Holdings. The purpose of these episodes is to give the audience a thorough discussion and analysis of companies so they can pick up on the key considerations and questions for other companies and a similar sector, or even for just a general analysis of a stock. IN THIS EPISODE, YOU’LL LEARN: What is the intrinsic value of Fairfax Financial Holdings? What is the intrinsic value of Fairfax Africa? How to analyze and value an insurance company. How to analyze and value an investment holding company. Ask The Investors: Should I invest in preferred shares? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Preston and Stig’s interview with Jake Taylor about The Intrinsic Value of Berkshire Hathway. The Investor Podcast Network’s interview with Jake Taylor on, The Rebel Allocator. Jake Taylor’s book, The Rebel Allocator – Read reviews of this book. Jake Taylor’s letters to his clients. Tweet directly to Jake Taylor. Email Jake Taylor at: fivegoodquestions@gmail.com. Subscribe to our newsletters about the current market conditions. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. 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Transcript

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0:00.0	You're listening to TI-P.
0:03.0	Hey, how's everyone doing out there?
0:05.8	On today's show, we bring back our friend, Jake Taylor, from Pharnum Street Investments
0:10.1	and the author of the Rebel Alligator.
0:12.6	Jake takes us on a deep dive in intrinsic value assessment of the company Fairfax Financial
0:17.2	Holdings.
0:18.2	The purpose of these episodes is to give the audience a thorough discussion and analysis
0:21.7	of companies so they can pick up on the key considerations and questions for other companies
0:26.2	in a similar sector or even for just general analysis of a stock.
0:30.6	Jake is a superb thought leader in someone that demonstrates exemplary critical thinking
0:34.7	skills and you'll see all that throughout this episode.
0:38.2	So without further delay, here's our chat with Jake Taylor.
0:41.2	You are listening to the Investors Podcast where we study the financial markets and read
0:49.5	the books that influence self-made billionaires the most.
0:52.7	We keep you informed and prepared for the unexpected.
0:59.7	Hey guys, welcome to the Investors Podcast.
1:07.2	I'm your host, Jake Brodison and as always, I'm accompanied by my co-host Preston Pish.
1:12.4	We are here today with Jake Taylor, CEO of Pharnum Street Investments.
1:17.4	Jake, thank you so much for joining us here today.
1:20.2	Thanks for having me back on the program.
1:22.7	You know, Jake, we are excited to invite you back here on the show and our listeners probably
1:26.6	remember you from the outstanding analysis you did of Berkshire Halloway back on episode
	...

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