Investing by the Books: #2 Jake Taylor: The Multidisciplinary Allocator
Investing By The Books
2021-08-10
09:00
Allocating capital is one of management’s most important jobs. Still, many decisions are suboptimal for shareholders. Why is that? In this episode, Jake Taylor - author of The Rebel Allocator - shares valuable insights on capital allocation and investment strategy. We also talk about biases, pricing power, and how to use a multidisciplinary approach in life and investing.
EP
NS
Eddie Palmgren
Niklas Sävås
Episode Notes
Articles Mentioned
Text interview with Jake Taylor – Investing by the Books (2018)
Books Mentioned
20:52 High Output Management – Andrew Grove (1983)
31:27 Intelligent Fanatics – Sean Iddings, Ian Cassel (2016)
45:08 The Half-Life of Facts – Samuel Arbesman (2012)
50:33 The One Thing – Gary Keller (2013)
53:34 Subtract – Leidy Klotz (2021)
1:13:36 The Complete Financial History of Berkshire Hathaway – Adam Mead (2021)
Companies Mentioned
20:25 GEICO
29:16 Coca-Cola, Procter & Gamble, Dollar Shave Club, Gillette
31:29 Berkshire Hathaway, 3G Capital, Capital Cities / ABC (Tom Murphy)
32:06 Constellation Software, Vitec Software
38:03 Berkshire Hathaway
More on Jake Taylor:
Jake’s book: The Rebel Allocator
Jake’s podcast: https://twitter.com/5_GQs
Jake’s podcast: https://greenbackd.com/value-after-hours-podcast/
Jake’s twitter: https://twitter.com/farnamjake1
Jake’s website: Farnam Street Investments
What is Investing by the Books?
Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.
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What is Redeye?
Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Learn more about Redeye
DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit https://www.redeye.se/about-us/governance
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Through life and investing, we believe books are an excellent source to better understand oneself, other investors, and the world. Our podcast could be valuable if you:
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