- 106
- 142 783
Jacob Taylor
United States
Registrace 15. 09. 2014
After a chance lunch with Mr. Buffett, I’ve dedicated years to studying what makes Warren and Charlie so successful. Although they were both blessed with exceptionally high IQs, I believe their astounding wisdom comes from reading so many damned books. Their real competitive advantage is that they’ve simply out-read everyone else. Want to be the smartest person in the room? It’s simple. Read more. It’s a truly egalitarian hack that’s available to any of us who dedicate the time.
In this weekly series, I ask authors five good questions and publish the interviews for you. My goal is to use new technologies (like the internet) to inspire us toward the older (but more thoughtful) technology of books. Sometimes we need more than 140 characters to sort things out. 😉
I hope you enjoy learning from some of the biggest thinkers out there!
In this weekly series, I ask authors five good questions and publish the interviews for you. My goal is to use new technologies (like the internet) to inspire us toward the older (but more thoughtful) technology of books. Sometimes we need more than 140 characters to sort things out. 😉
I hope you enjoy learning from some of the biggest thinkers out there!
5GQ: Adam Mead - The Complete Financial History of Berkshire Hathaway
In this week's episode of Five Good Questions, we're interviewing Adam Mead about his new book, The Complete Financial History of Berkshire Hathaway.
Adam Mead is CEO and Chief Investment Officer of Mead Capital Management, LLC, and founder of WatchlistInvesting.com.
His book, The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger’s Conglomerate Masterpiece (Harriman House, 2021) was released in April. Extras and research material can be found at brkbook.com.
Five Good Questions:
1. There’s an unbelievable amount of financial data and analysis pulled together into this book. What was the process of sorting through and organizing so much information?
2. Which decade for Berkshire was the most impressive to you?
3. Much of Berkshire’s success can be tied to insurance. What are some of your observations after deep-diving into their insurance operations for decades?
4. The effects of compounding are so small at the beginning, they’re almost imperceptible. Have you noticed any patterns that might help you detect the next Berkshire early in its formation?
5. How has writing this book made you a better investor?
Adam Mead is CEO and Chief Investment Officer of Mead Capital Management, LLC, and founder of WatchlistInvesting.com.
His book, The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger’s Conglomerate Masterpiece (Harriman House, 2021) was released in April. Extras and research material can be found at brkbook.com.
Five Good Questions:
1. There’s an unbelievable amount of financial data and analysis pulled together into this book. What was the process of sorting through and organizing so much information?
2. Which decade for Berkshire was the most impressive to you?
3. Much of Berkshire’s success can be tied to insurance. What are some of your observations after deep-diving into their insurance operations for decades?
4. The effects of compounding are so small at the beginning, they’re almost imperceptible. Have you noticed any patterns that might help you detect the next Berkshire early in its formation?
5. How has writing this book made you a better investor?
zhlédnutí: 925
Video
5GQ: William Green - Richer, Wiser, Happier
zhlédnutí 1,7KPřed 3 lety
In this week's Five Good Questions, we're interviewing William Green about his new book Richer, Wiser, Happier. This book is based on hundreds of hours of interviews that he’s conducted over the last 25 years with a pantheon of legendary investors-everyone from Sir John Templeton to Charlie Munger, Howard Marks to Joel Greenblatt, Ed Thorp to Nick Sleep. William has written for many publication...
5GQ: Eric Jorgenson - The Almanack of Naval Ravikant
zhlédnutí 914Před 3 lety
In this week's Five Good Questions, we're interviewing Eric Jorgenson about the book The Almanack of Naval Ravikant. Eric Jorgenson is a product strategist and writer. In 2011, he joined the founding team of Zaarly, a company dedicated to helping homeowners find home service providers they can trust. His business blog, Evergreen, educates and entertains more than one million readers. You can fi...
5GQ: Tim Koller - Valuation
zhlédnutí 1,4KPřed 3 lety
In this week's Five Good Questions, we're interviewing Tim Koller about the 7th edition of Valuation. Tim Koller is a core leader of the Corporate Finance Practice at McKinsey. During his more than 28 years of consulting, Tim has served clients globally on value creation, corporate strategy, capital-markets issues, and M&A transactions. Tim is the lead author of Valuation: Measuring and Managin...
5GQ: Mike Michalowicz - Fix This Next
zhlédnutí 398Před 4 lety
In this week's Five Good Questions, we're interviewing Mike Michalowicz about his book Fix This Next. Mike Mi-KAL-o-wits is the author of Profit First, Clockwork, Surge, The Pumpkin Plan, and his newest release Fix This Next. By his 35th birthday, Mike had founded and sold two companies - one to private equity and another to a Fortune 500. Today he is running his third multi-million dollar vent...
5GQ: Matt Ridley - How Innovation Works
zhlédnutí 456Před 4 lety
In this week's Five Good Questions, we're interviewing Matt Ridley about his new book How Innovation Works. Matt Ridley's books have sold over a million copies, been translated into 31 languages and won several awards. His TED talk "When Ideas Have Sex" has been viewed more than two million times. He writes a weekly column in The Times (London) and writes regularly for the Wall Street Journal. ...
5GQ: Bogumil Baranowski - Money, Life, Family
zhlédnutí 468Před 4 lety
In this week's Five Good Questions, we're interviewing Bogumil Baranowski about his book Money, Life, Family. Bogumil K. Baranowski is a New York City-based investment professional with almost fifteen years of experience. He is a founding partner of Sicart Associates, a boutique investment firm catering to families and entrepreneurs on both sides of the Atlantic and the Pacific. He is the autho...
The Hikecast 10: Bill Brewster
zhlédnutí 330Před 4 lety
The Hikecast is a show where interesting people take me on their favorite hikes or walks and we talk about big ideas in an unconstrained format. No planned agendas, just deep conversations, recorded out in nature. The idea is for you to put on The Hikecast and get outside to simulate taking a hike with us. I want you to feel like you're there with us out in nature. Care to join us on a hike? :)...
5GQ: Alan Klement - When Coffee and Kale Compete
zhlédnutí 1,8KPřed 4 lety
In this week's Five Good Questions, we're interviewing Alan Klement about his book When Coffee and Kale Compete. Alan Klement helps individuals, teams, and companies become great at making and selling products that people will buy. His own experience as an entrepreneur helps make him effective at helping others. Five Good Questions 1. Perhaps you could explain what Job to Be Done (JTBD) and Cus...
5GQ: Robert Greifeld - Market Mover
zhlédnutí 143Před 4 lety
In this week's Five Good Questions, we're interviewing Robert Greifeld about his book Market Mover. Robert Greifeld is the former CEO and Chairman of Nasdaq, Inc. He is currently Chairman of Virtu Financial, a leading financial technology and trading firm, Managing Partner and Co-Founder at Cornerstone Investment Capital, a financial technology investment firm, and a Board Member at Capital Roc...
The Hikecast 9: Nyle Bayer
zhlédnutí 77Před 4 lety
The Hikecast is a show where interesting people take me on their favorite hikes or walks and we talk about big ideas in an unconstrained format. No planned agendas, just deep conversations, recorded out in nature. The idea is for you to put on The Hikecast and get outside to simulate taking a hike with us. I want you to feel like you're there with us out in nature. Care to join us on a hike? :)...
5GQ: Jon Vroman - The Front Row Factor
zhlédnutí 96Před 4 lety
In this week's Five Good Questions, we're interviewing Jon Vroman about his book The Front Row Factor. Jon Vroman is a husband and father, who also happens to be the founder of FrontRowDads.com and host of the Front Row Dads podcast. His mission is to help high-performing entrepreneurial men be family men with businesses, not businessmen with families. In addition to his business and family, Jo...
5GQ: John Browne - Make, Think, Imagine
zhlédnutí 195Před 4 lety
In this week's Five Good Questions, we're interviewing Lord John Browne about his book Make, Think, Imagine. John Browne trained as an engineer, was CEO of BP from 1995 to 2007 and remains an influential leader in the energy business. He is Chairman of the Crick Institute, a Fellow of the Royal Society, past President of the Royal Academy of Engineering and former Chairman of Tate. He is a coll...
5GQ: Mark Simpson - Excellent Investing
zhlédnutí 585Před 4 lety
In this week's Five Good Questions, we're interviewing Mark Simpson about his book Excellent Investing. Mark is a UK-based deep value investor and author with over 15 years of experience investing in individual securities. He writes about finding sources of edge in the market, investor psychology, avoiding investment mistakes and building better portfolios. Five Good Questions 1. Why do you thi...
5GQ: Maya Peterson - Early Bird
zhlédnutí 379Před 4 lety
In this week's Five Good Questions, we're interviewing Maya Peterson about her book Early Bird. amzn.to/2FUuQWM Maya Peterson is a current high school student who values the power of investing young, so she wrote a book about it called "Early Bird: The Power of Investing Young" and works to educate those around her about the power of compounding with talks and workshops. Five Good Questions: 1....
5GQ: Gautam Baid - The Joys of Compounding
zhlédnutí 3,4KPřed 5 lety
5GQ: Gautam Baid - The Joys of Compounding
5GQ: Ashley Goodall - Nine Lies About Work
zhlédnutí 294Před 5 lety
5GQ: Ashley Goodall - Nine Lies About Work
5GQ: Brandon Miller - Play to Their Strengths
zhlédnutí 168Před 5 lety
5GQ: Brandon Miller - Play to Their Strengths
5GQ: Betsy Atkins - Be Board Ready Part 2
zhlédnutí 100Před 5 lety
5GQ: Betsy Atkins - Be Board Ready Part 2
5GQ: Betsy Atkins - Be Board Ready Part 1
zhlédnutí 223Před 5 lety
5GQ: Betsy Atkins - Be Board Ready Part 1
5GQ: Kenneth Jeffrey Marshall - Good Stocks Cheap
zhlédnutí 2,3KPřed 5 lety
5GQ: Kenneth Jeffrey Marshall - Good Stocks Cheap
5GQ: Brent Beshore - The Messy Marketplace
zhlédnutí 523Před 5 lety
5GQ: Brent Beshore - The Messy Marketplace
Thank you so much :)
If you slow the speed to .75 it is much more understandable.
Hi Jacob/Edward, thank you this is great!
Thankyou. This guy is special.😇. I thought I had the speed at 1.75. But he just talks fast and runs syllables together.
Great questions. You did your homework here.
The thing with the low cost producers is that there is always cheaper competition that can suddenly emerge from developing markets. This doesn't work in case of GEICO and insurance business but if you think you have a cheap place to buy clothes such as Asos, there can always come even cheaper Shein, when costs are outsourced outside the country. Low cost producer is a good moat, but not in every industry. I think it does well in insurance, where you incur costs in the country where you sell, where you need government permission (such as financials). I would be very careful with that in case of manufacturers.
How to sack people for the benefit of billionaires. Shameful.
Look at India for great momentum in equities.
Agreed, get him back on for his latest book
Soon time to have him back on for his new book! Also worth rebooting this pod - especially given that you will have a better cam/mic.
Great interview!
If you only read one book on investing, Excellent Investing is the one! Mark has done a lot of research in addition to accounts of his own experiences. Very readable I couldn’t put it down. A few people I know will be getting this for Christmas.
Great stuff again. Thx Jacob
Amazing interview. Lot of wisdom distilled and many anecdotes about great men. The final part on equanimity with emotions (the handshake with every emotion that comes...) was very beautiful and Jake is such a good listener and avid learner that he let William expand all he wanted.
We literally had a presidential candidate in 2020 that ran on Automation and AI. Too bad the establishment media and the DNC blacklisted Andrew Yang. Martin has a new book coming out in June. 'Rule of the Robots.'
Catching up on my episodes of 5GQ... a great episode Jake. I recently started browsing through Marshall's book. I liked the way he laid out the discussion of capital employed. I need to go back and read the whole thing, but your question on intangibles came up in a search. His answer was good. I'm trying to reconcile Buffett's comments about looking at a business ex. goodwill/intangibles.
Jake, I just found your channel via the MOOC Mindshift! Can't wait to explore your videos
same here
Great chat gents - really enjoyed the nerding out ;)
This was loads of fun. Thanks Jake!
As a Berkshire fanatic and buffet admirer I read the book and loved it
Thank you!
Ohhh boy.... I am so impressed with the content and concept (5GQ) that I decided to buy your book.... I am more into books than kindle but unfortunately, hardcopy/paperback version is not available in India.
This is what society needs right now.
This is a very underrated book. As an investor it was so beautiful ☺️
Great work Jake!
Good interview, Jake. I think I've watched all William's interviews about the new book and 5 good questions got the best out of him. I find his work fascinating.
Great interview Jake! Thanks for letting him talk with little interruption. Those make the best talks
Great interview :) Just got Rebel Allocator on Audible btw. Also if you want a stock tip check out Helios Tower's as a play on the growth of Africa and also a deep value land play CRESY
About time, Jake. Great to see the series back!!!
Ha, we'll see. Doing a weekly VAH podcast takes most of the energy I have for sitting in front of a camera and microphone. :)
@@jacobtaylor5759 I just read this as, HikeCast is back in production.
i like the book a lot. Thanks for the interview!
Great video! Thanks for posting
Manjistha Seeburn
When you doing another catch-up hike?
Great interview! I bought the book for a friend that likes to invest, but I want to get one for me.
Jake, have you read the book? If yes, how is it ?
I read every book before the interview. :) I thoroughly enjoyed it. Plan to re-read before too long.
What’s the book?
Good stuff Jake. Sharp guy. Must be cool to have him as your friend.
Have the book on Audible, listened to it last year and I'm going to want a hard copy. Great book. Thanks Jake.
excellent
Why no views!?
Interesting to watch this vid in June 2020... Also to hear this 14:04 🤔
Great interview. Matt Ridley is a great source of information and knowledge and his books are must read for anyone trying to be wise. I've been following your podcast for quite some time and I've discovered great books and great insights. I also like a lot your participation in Value after hours. I bought and read your book last year, which I liked a lot. It was a fictional reminder of a lot of austrian school explanations of the market process with wisdom from the Buffett-Munger way. Thanks and congratulation on putting it together in such an entertaining format.
I feel seen. ;) Joking aside, thank you for the nice words.
Great insight... How could you manage to take interview of all most all great investors leaving Buffett and charlie... How?
Can you tell me the name of the website he mentions @ 12.53
This Bill guy is great. You should do a regular thing with him.
Animals have feelings, you can healthily be a vegetarian if you take a b complex and iron supplements.
Thank you.
I just discovered your channel and will definitely buy your book.
Wow, this is a gem. Surprised to see so fewer views.
I just finished his 2nd edition of deep value investing. Enjoyed it very much. The examples given were easily understood. One comment though, I will find it incredibly helpful if he can spell out some kind of framework that he used. Although in the examples, he gave a good idea of his decision making process, it wasn’t structured for a takeaway. But honestly, I still love this book and will give it 4.5 stars!
Hi your book was a great read!
top quality bakchodi
Wow so much to learn from this video. Its something il watch over multiple times. Thanks for putting up guys.