Is There a Qualitative Factor in Valuing a Business?

Analyzing management doesn't necessarily have to be qualitative. It does make sense that you're putting more emphasis on the management, which is like a quantitative factor. "I will put myself in management shoes and say what would I have done if I had their ability to redeploy capital"

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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.
27:19 - How Jake is positioning his portfolio in these expensive market conditions.
29:42 - Why Berkshire Hathaway’s recent under-performance shouldn’t concern investors at all.
44:42 - What Jake wishes he could go back and tell his 20 year old self.
58:37 - 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.
Jake Taylor’s book, The Rebel Allocator.
Tobias Carlisle’s book, Deep Value.
Benjamin Graham’s book, The Intelligent Investor.
Related Episode: Warren Buffett Value Investing W/ Gary Mishuris - MI042.
Related Episode: Why Warren Buffett Might Be Wrong W/ Matthew Piepenburg - MI072.
Read the 9 Key Steps to Effective Personal Financial Management.

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Connect with Clay: Twitter

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