We Study Billionaires - The Investors Podcast

On today’s episode, Clay is joined by Richard Lawrence. Richard is the Founder and Executive Chairman of Overlook Investments, a leading value-oriented investment firm in Asia that he founded in 1991. Over a 30-year time period, Overlook compounded capital at 14.3% per year — a remarkable record of growth that is a testament to their consistent ability to find and invest in Asia’s best companies. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:53 - Why the 1980s was the most transformative period in Asia’s history. 04:03 - Key lessons that Richard learned from his father, who owned an investment firm in New York. 07:10 - Why Richard prefers to invest in the most simple businesses. 12:23 - What Richard learned from having his apartment ransacked after publicly calling out a management team his firm invested in. 13:17 - What was happening during the Asian financial crisis that made it an economic nightmare for businesses all throughout Asia? 22:33 - Why Richard regrets ever listening to Buffett’s advice on igno