We Study Billionaires - The Investors Podcast

On today’s show, Stig Brodersen chats with Bryan Lawrence. 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: 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 - Balanci