Investing in Charter: A Deep Dive

This chapter examines the investment case for Charter, a key player in internet services, highlighting its competitive advantages and market dynamics. It discusses how misconceptions about emerging technologies have created unique investment opportunities while emphasizing the importance of understanding business fundamentals and cash flows. The narrative also explores strategies for long-term investment success amidst market volatility, detailing research processes and networking as critical components of informed investing.

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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.

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