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

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 17 April 2022

⏱️ 82 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 - 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 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Oakcliff Capital’s, website. Walter Isaacson’s book, Einstein. Listen to our interview with Morgan Housel about The Psychology of Money or watch the video. Tune in to our interview with Gillian Zoe Segal or watch the video. Gillian Zoe Segal’s book, Getting There. SPONSORS Support our free podcast by supporting our sponsors: Bluehost Fintool PrizePicks Vanta Onramp SimpleMining Fundrise TurboTax Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:03.0	On today's show, I invited Brian Lawrence to join us.
0:05.8	His company, Oaklev Capital, has outperformed the S&P 500 since its inception on June 1,
0:11.2	2004.
0:12.2	By December 31, 2021, the S&P 500 had returned 392%, compared to Oaklev Capital returning
0:21.2	718% after fees.
0:25.0	So without further ado, sit back and learn from Brian Lawrence, one of the very best at
0:29.2	the Game of Stug Investing.
0:31.6	You are listening to the Investors Podcast, where we study the financial markets and read
0:39.6	the books that influence self-made billionaires the most.
0:42.8	We keep you informed and prepared for the unexpected.
0:55.0	Welcome to the Investors Podcast.
0:56.5	I'm your host, Dick Brodozen, and I'm here with Brian Lawrence from Oaklev Capital.
1:01.4	Brian, thank you so much for making time for us.
1:04.1	Big thanks for having me.
1:06.6	So Brian, preparing for this interview, it has been a pleasure reading your letters to
1:11.7	your shareholders.
1:13.2	And the first that I have here is from November 30, 2004, and outlines your investment thesis
1:18.5	and the five questions you want to answer before moving from cash into an equity position.
1:23.9	Would you please go through your process with the audience?
1:27.5	Happy to do that, Stig.
1:28.7	Just before I do, I'd just like to say how much respect I have for what you and your colleagues
	...

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