Bryan Lawrence
Founder of Oakcliff Capital, an investment firm that has outperformed the S&P 500 since 2004. Employs a concentrated value investing strategy focused on understanding great businesses at attractive valuations.
Best podcasts with Bryan Lawrence
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687 snips
Apr 28, 2024 • 2h 10min
RWH044: How To Beat The Market w/ Bryan Lawrence
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.
19 snips
Apr 17, 2022 • 1h 17min
TIP440: Beating the S&P500 since 2004 w/ Bryan Lawrence
In this engaging conversation, Bryan Lawrence, founder of Oakcliff Capital, shares insights on his firm's impressive performance since 2004, outpacing the S&P 500. He explains his concentrated value investing strategy and how he evaluates potential investments, like Charter Communications. Bryan discusses the importance of cash reserves and navigating market volatility while revealing how outperformance sometimes requires short-term setbacks. His unique insights on aligning interests between managers and clients provide a fresh perspective for any investor.
