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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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/e...
(TIP031) My Interview With Warren Buffett And Other Billionaires w/ Gillian Zoe Segal: https://www.theinvestorspodcast.com/e...

OTHER RESOURCES:
Stig's Twitter Account:   / stig_brodersen  
Oakcliff Capital’s Website: https://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 1page checklist for finding great stock picks: https://www.theinvestorspodcast.com/f...

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