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

<p><strong>IN THIS EPISODE, YOU'LL LEARN:</strong></p><ul><li>01:06 - What is the investment strategy of Oakcliff Strategy?</li><li>05:50 - How did Bryan develop the conviction to invest in a company and the investment thesis behind Charter Communications.</li><li>16:13 - How does Bryan Lawrence generate investment ideas.</li><li>29:37 - How outperforming the market still requires you to underperform the market at times.&nbsp;</li><li>32:42 - What is Bryan Lawrence's competitive advantage.</li><li>44:22 - How do you identify the right investment manager.</li><li>48:48 - How do you align the interest behind the investment manager and their clients.</li><li>1:01:03 - Is there such a thing as an optimal fund size?&nbsp;</li><li>1:05:23 - How to evaluate skill set and fund size.</li><li>1:06:50 - How should investors factor in inflation.</li><li>1:14:23 - Balancing the right level of cash and why it has been 16% on average for Bryan.&nbsp;</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES:</strong></p><ul><li>Oakcliff Capital’s, <a href="https://oakcliffcapital.com/" rel="noopener noreferrer" target="_blank"><strong>website.</strong></a></li><li>Walter Isaacson’s book, <a href="https://www.amazon.com/Einstein-Life-Universe-Walter-Isaacson/dp/0743264746?_encoding=UTF8&amp;qid=1648722237&amp;sr=1-1&amp;linkCode=ll1&amp;tag=tipnetwork-20&amp;linkId=7b711da500b223b02e60ec54e954b9b9&amp;language=en_US&amp;ref_=as_li_ss_tl" rel="noopener noreferrer" target="_blank"><strong>Einstein</strong></a><strong>.</strong></li><li>Our interview with Morgan Housel about <a href="https://www.theinvestorspodcast.com/episodes/psychology-of-money-w-morgan-housel/" rel="noopener noreferrer" target="_blank"><strong>The Psychology of Money</strong></a><strong>.</strong></li><li>Our interview with <a href="https://www.theinvestorspodcast.com/episodes/interview-with-warren-buffett-and-other-billionaires-with-gillian-zo