IN THIS EPISODE, YOU’LL LEARN:

• What is the intrinsic value of Fairfax Financial Holdings?
• What is the intrinsic value of Fairfax Africa?
• How to analyze and value an insurance company.
• How to analyze and value an investment holding company.
• Ask The Investors: Should I invest in preferred shares?

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

Intro  0:00  

You’re listening to TIP.

Preston Pysh  0:03  

Hey, how’s everyone doing out there? On today’s show, we bring back our friend Jake Taylor from Farnam Street investments and the author of “The Rebel Allocator.” 

Jake takes us on a deep dive intrinsic value assessment of the company Fairfax Financial Holdings. The purpose of these episodes is to give the audience a thorough discussion and analysis of companies so they can pick up on the key considerations and questions for other companies and a similar sector, or even for just a general analysis of a stock. 

Jake is a superb thought-leader and someone that demonstrates exemplary critical thinking skills. You’ll see all that throughout this episode. Without further delay, here’s our chat with Jake Taylor.

Intro  0:44  

You are listening to The Investor’s Podcast where we study the financial markets and read the books that influenced self-made billionaires the most. We keep you informed and prepared for the unexpected.

Stig Brodersen  1:04  

Hey, guys, welcome to The Investor’s Podcast. I’m your host, Stig Brodersen. As always, I’m accompanied by my co-host, Preston Pysh. We’re here today with Jake Taylor, CEO of Farnam Street Investments. Jake, thank you so much for joining us here today. 

Jacob Taylor  1:20  

Thanks for having me back on the program. 

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BOOKS AND RESOURCES

• Preston and Stig’s interview with Jake Taylor about The Intrinsic Value of Berkshire Hathway.
• The Investor Podcast Network’s interview with Jake Taylor on, The Rebel Allocator.
• Jake Taylor’s book, The Rebel Allocator – Read reviews of this book.
• Jake Taylor’s letters to his clients.
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• Email Jake Taylor at: fivegoodquestions@gmail.com.
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