Clay is joined by Richard Lawrence, the Founder and Executive Chairman of Overlook Investments, a leading investment firm in Asia.

Over a 30-year period, Overlook compounded capital at 14.3% per year, showcasing their consistent ability to find and invest in Asia’s best companies.

IN THIS EPISODE YOU’LL LEARN:
0:00:00 - Intro
0:01:14 - Richard’s visit to Hong Kong in 1985
0:04:43 - Lessons from Richard’s father
0:06:53 - Why Richard joined the investment business
0:08:15 - Investing in simple businesses
0:10:53 - The story of Richard’s apartment getting ransacked
0:15:15 - Asian financial crisis
0:25:21 - Why you shouldn’t ignore the macro environment
0:29:27 - How Richard delivered exceptional returns to his investors
0:35:11 - How to identify pricing power in a fantastic business
0:37:41 - Richard’s best investment: Taiwan Semiconductor
0:40:57 - Why Richard prefers dividends over share buybacks
0:45:07 - Richard’s letter to Warren Buffett
0:47:39 - Betting big on China
0:52:26 - The current macro situation in China
0:59:09 - China’s biggest misconceptions
1:00:59 - Richard’s relationship with Jeremy Grantham
1:05:51 - Environmental issues
1:09:41 - Outro

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▶️ RELATED EPISODES:
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📖 BOOK MENTIONED:
- The Model by Richard H. Lawrence Jr.: [ Ссылка ]

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