Rule #1 Finance Blog

With Investor Phil Town

InvestED: Ep. 208- Jacob Taylor Author of “The Rebel Allocator”

Why did Charlie Munger personally call Jacob Taylor?

This week, Phil and Danielle talk to Jacob Taylor, the author of The Rebel Allocator. Jake Taylor is the Chief Executive Officer of Farnam Street Investments. He’s also the host of the popular web series Five Good Questions.

Jake has an MBA in Finance and Accounting from UC Davis. While in school, Jake had a chance lunch with Warren Buffett which solidified his path toward being a professional value investor. Jake enjoys reading, health, fitness, staying active outdoors and finding adventure. He lives in Folsom, CA with his wife and 2 boys.

Jake wrote an investing book about capital allocation in an interesting way. The book is fiction. In the book, Jacob takes you through a story where the character learns, starting at the individual customer transaction level and built all the way up to M&A, share buybacks, and beyond. To keep from boring you, Jacob wrapped the lessons in a coming-of-age story of a college grad crossing paths with a wealthy Midwesterner. Imagine if The Karate Kid’s Mr. Miyagi was modeled after a certain well-known Oracle. Charlie Munger actually called Jacob when he read the book.

Join us for an extremely interesting episode with Jacob Taylor on the podcast today!

Show Notes:

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Phil Town is an investment advisor, hedge fund manager, 3x NY Times best-selling author, ex-Grand Canyon river guide and a former Lieutenant in the US Army Special Forces. He and his wife, Melissa, share a passion for horses, polo and eventing. Phil’s goal is to help you learn how to invest and achieve financial independence. You can follow him on google+, facebook, and twitter.