The Long View JB Taylor: Small Caps Haven’t Been This Cheap in 25 Years
Mar 5, 2024
JB Taylor, CEO of Wasatch Global Investors, discusses the undervaluation of small cap stocks and the potential for high growth opportunities. He explores investment strategies in the small-cap space and the dominance of mega-cap stocks. The podcast also delves into the investment approach, market dynamics, international investing, embracing mistakes for growth, the success story of O'Reilly Automotive, and the importance of long-term investing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Navigating Small Caps in a Market Dominated by Big Players
02:19 • 14min
Investment Approach and Market Dynamics
16:42 • 21min
Embracing Mistakes for Growth and Long-Term Investing Success
37:32 • 5min
The Growth Story of O'Reilly Automotive and the Importance of Long-Term Holding
42:29 • 2min
Driving Growth Through Strategic Investments
44:18 • 5min
Importance of Independence and Long-term Perspective in Investments
49:10 • 3min