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.
52:26
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Quick takeaways
- Thorough research in small cap stocks reveals promising growth companies.
- Small caps offer attractive valuation discounts compared to large caps.
Deep dives
The Attraction of Small Cap Stocks
Small cap stocks offer a wealth of opportunities due to the vast number of companies in this space, allowing for thorough research and selection of promising growth companies. Wasatch Global Investors, specializing in small caps, values the ability to conduct in-depth fundamental research to identify companies with strong growth potential.
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