• Brett Schafer

Episode 113: Jake Taylor Talks Munger and Lessons of Solitude

Listen on:

  1. Spotify

  2. Apple Podcasts

Debrief

  1. The discussion with Jake Taylor this week was great. He has a decade+ of experience investing professionally, and is one of the modern experts on Charlie Munger and Warren Buffett. You can check him out on Value After Hours and get his book that we talk about on the show here.

  2. Speaking of Buffett and Munger, the Berkshire Hathaway annual meeting was this weekend, and as usual, it was a great listen if you are a value investor. We talked about stuff we learned from the meeting in the second-half of the show.

  3. Other topics this week include big tech earnings (and why we were wrong about the Law of Larger Numbers), Apple antitrust hearings, Stripe buying TaxJar, and Upslope Capital’s investment memo.

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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.

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