Stock Investing Masterclass w/ Bryan Lawrence (TIP440)

On today’s show, I invited Bryan Lawrence to join us. His company Oakcliff Capital has outperformed the S&P500 since its inception on June 1, 2004. By December 31, 2021, the S&P500 has returned 392% compared to Oakcliff Capital, returning 718% after fees.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:00:12 - What is the investment strategy of Oakcliff Strategy?
00:04:56 - How do you develop the conviction to invest in a company? / The investment thesis behind Charter Communications
00:15:19 - How does Bryan Lawrence generate investment ideas
00:24:43 - How outperforming the market still requires you to underperform the market at times
00:27:48 - What is Bryan Lawrence's competitive advantage
00:40:47 - How do you identify the right investment manager
00:45:14 - How do you align interest behind the investment manager and their clients
00:53:30 - Is there such a thing as an optimal fund size?
00:57:50 - How to evaluate skill set and fund size
00:59:17 - How should investors factor in inflation
01:06:50 - Balancing the right level of cash and why it has been 16% on average for Bryan.
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✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: link.chtbl.com/WSB440
🖊️ Access our free show notes and transcript here: www.theinvestorspodcast.com/e...
📖 BOOKS MENTIONED:
- Einstein by Walter Isaacson: amzn.to/3uxw1F8
- Getting There by Gillian Zoe Segal: amzn.to/3vem2DK
Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀
▶️ EPISODES MENTIONED:
- (TIP351) The Psychology Of Money w/ Morgan Housel: www.theinvestorspodcast.com/e...
- (TIP031) My Interview With Warren Buffett And Other Billionaires w/ Gillian Zoe Segal: www.theinvestorspodcast.com/e...
💡 OTHER RESOURCES:
- Stig's Twitter Account: / stig_brodersen
- Oakcliff Capital’s Website: oakcliffcapital.com/
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LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK:
₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: • ⚡️ Bitcoin Fundamentals 🔑
📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: • 💰 We Study Billionaires 🥇
🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: • 🏠 Real Estate 101 💵
💸Get introduced to the world of investing with our Millennial Investing podcast show: • 💸 Millennial Investing 🎯
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📥 Download Stig & Preston's 1-page checklist for finding great stock picks: www.theinvestorspodcast.com/f...
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❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.

[@alverzenongkhlaw5688]

Brilliant interview..this investor is very kind to share to us wannabes

[@jaareshiahq2106]

This was a really good podcast and gave a lot of foundational informational on investing for the long term
Good stuff

[@TheInvestorsPodcastNetwork]

Thank you for the kind words!

[@rduras]

That was really good and valuable insight into value investing processes. Will look now into his wife's book he mentioned. :-)

[@TheInvestorsPodcastNetwork]

Glad it was helpful, Robert!

[@shashwatdesai8117]

His letter to shareholders are not on his co. website, Please mention the link or source where to find them.

[@TheInvestorsPodcastNetwork]

Hi! Hope this helps: www.berkshirehathaway.com/letters/letters.html

[@James-ne8bo]

Good joke

[@fredbear2648]

Good luck with Carter.

[@Zockerbeatz]

Phenomenal episode!

[@TheInvestorsPodcastNetwork]

So happy to hear that!

[@emmalawrence9398]

This is my dad lol

[@abu4729]

After watching trader/investing videos for 2 years now, I've figured out what the final topic that all these traders need to address is on these talks: please show us at least 2 years of bull market win-loss and at least 2 years of bear market win-loss. We need to see total performance.

[@vin7808]

Great podcast, their analytical framework is worth copying. I checked out Charter, it is too leveraged for my liking.

[@TheInvestorsPodcastNetwork]

Thanks for watching, Vin!