Episode 194

MI125: Investing Like Warren Buffett w/ Jake Taylor

Clay Finck chats with Jake Taylor about how an encounter with Warren Buffett changed his life, why capital allocation is so important for both businesses and investors, how Jake is positioning his portfolio in these expensive market conditions, why Berkshire Hathaway’s recent underperformance shouldn’t concern investors at all, why many growth companies are trading at valuations that are likely not sustainable, what Jake wishes he could go back and tell his 20 year old self, and much, much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

December 16, 20211h 2m

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Show Notes

IN THIS EPISODE, YOU’LL LEARN:

00:37 - How encountering Warren Buffett changed Jake’s life.
09:36 - Jake’s motivation for writing The Rebel Allocator.
28:22 - Why Berkshire Hathaway’s recent underperformance shouldn’t concern investors at all.
30:41 - What Jake wishes he could go back and tell his 20 year old self.
50:18 - How Jake is positioning his portfolio in these expensive market conditions.
55:57 - How Jake thinks about holding cash in his portfolio.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Get a FREE audiobook from Audible.
Read the 9 Key Steps to Effective Personal Financial Management.
Check out our Investing Starter Packs about business and finance.
Learn about our Investing Starter Packs on real estate.
Jake Taylor’s book, The Rebel Allocator.
Tobias Carlisle’s book, Deep Value.
Benjamin Graham’s book, The Intelligent Investor.
Clayton Christiansen’s book, The Innovator's Dilemma.
Related Episode: MI042: Warren Buffett Value Investing w/ Gary Mishuris.
Related Episode: MI072: Why Warren Buffett Might Be Wrong w/ Matthew Piepenburg.

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Read this episode’s transcript and full show notes on our website.

Connect with Jake: Website | Twitter | LinkedIn

Connect with Clay: Twitter

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