TIP440: Beating the S&P500 since 2004 w/ Bryan Lawrence

IN THIS EPISODE, YOU'LL LEARN:
01:06 - What is the investment strategy of Oakcliff Strategy?
05:50 - How did Bryan develop the conviction to invest in a company and the investment thesis behind Charter Communications.
16:13 - How does Bryan Lawrence generate investment ideas.
29:37 - How outperforming the market still requires you to underperform the market at times. 
32:42 - What is Bryan Lawrence's competitive advantage.
44:22 - How do you identify the right investment manager.
48:48 - How do you align the interest behind the investment manager and their clients.
1:01:03 - Is there such a thing as an optimal fund size? 
1:05:23 - How to evaluate skill set and fund size.
1:06:50 - How should investors factor in inflation.
1:14:23 - Balancing the right level of cash and why it has been 16% on average for Bryan. 


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES:
Oakcliff Capital’s, website.
Walter Isaacson’s book, Einstein.
Our interview with Morgan Housel about The Psychology of Money.
Our interview with Gillian Zoe Segal.
Gillian Zoe Segal’s book, Getting There.
New to the show? Check out our We Study Billionaires Starter Packs.
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