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
00:39:27 – How do you identify the right investment manager
00:43:54 – How do you align interest behind the investment manager and their clients
00:52:10 – Is there such a thing as an optimal fund size?
00:56:30 – How to evaluate skill set and fund size
00:57:57 – How should investors factor in inflation
01:05:29 – Balancing the right level of cash and why it has been 16% on average for Bryan.
? Get the freshest roasted and ethically sourced beans from America’s best local roasters with Trade Coffee. Plus, a total of $30 off your first order and free shipping — that’s more than 40 cups of coffee for free! To get started, take the quiz at https://drinktrade.com/TIP, and start the journey to your perfect cup.
?? Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://link.chtbl.com/WSB440
?? Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/beating-the-sp500-since-2004-w-bryan-lawrence
? BOOKS MENTIONED:
– Einstein by Walter Isaacson: https://amzn.to/3uxw1F8
– Getting There by Gillian Zoe Segal: https://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: https://www.theinvestorspodcast.com/episodes/psychology-of-money-w-morgan-housel/
– (TIP031) My Interview With Warren Buffett And Other Billionaires w/ Gillian Zoe Segal: https://www.theinvestorspodcast.com/episodes/interview-with-warren-buffett-and-other-billionaires-with-gillian-zoe-segal/
? OTHER RESOURCES
– Oakcliff Capital’s, website: https://oakcliffcapital.com/
– Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios, TIP Finance: https://www.theinvestorspodcast.com/tip-finance/
– Check out our Starter Packs: https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/
? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?
LISTEN ? TO OTHER SHOWS FROM OUR NETWORK:
? If you’re interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ
?Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU
? Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn
?Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W
? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?
FOLLOW US ON SOCIAL MEDIA?:
? Facebook: https://www.facebook.com/groups/theinvestorspodcast/
? Linkedin: https://www.linkedin.com/company/the-investor’s-podcast/
? Twitter: https://twitter.com/TIP_Network
? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?
? Download Stig & Preston’s 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/form-youtube-checklist/
? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?
? 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.