We Study Billionaires - The Investor’s Podcast Network

RWH044: How To Beat The Market w/ Bryan Lawrence

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Apr 28, 2024

Bryan Lawrence, the mastermind behind Oakcliff Capital and a rarely-interviewed hedge fund manager, shares invaluable insights. He discusses his concentrated value investing strategy, the six crucial questions he asks when evaluating stocks, and lessons learned from investment legends like Buffett and Munger. Bryan highlights the importance of patience in investing and offers unique perspectives on navigating energy investments amidst ideological versus practical challenges. He also emphasizes the significance of relationships and personal happiness in achieving success.

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ANECDOTE

Buffett Meeting

Brian Lawrence met Warren Buffett in 2004 and learned that stock prices fluctuate by 80% yearly.
He initially doubted this but verified it using ValueLine data, discovering Buffett was right.

INSIGHT

Volatility Creates Opportunity

Volatility in stock prices presents opportunities for informed investors.
Even well-known companies like Google experience significant price swings despite widespread understanding of their business.

ANECDOTE

TransDigm Investment

TransDigm, an aircraft parts supplier, saw its stock plummet during the pandemic.
Lawrence recognized its resilience and bought heavily, profiting from the subsequent rebound.

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How Proust Can Change Your Life

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Douglas Stone

Bruce Patton

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Robert Cialdini

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RWH044: How To Beat The Market w/ Bryan Lawrence

Buffett Meeting

Volatility Creates Opportunity

TransDigm Investment

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