Disclosure certainty 4/5 debate potential 1/5

Overlook visits 400 companies yearly, analyzes 30-40, and buys three to five

Richard Lawrence · Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21) · Aug 14, 2017 · at 31:53

Richard Lawrence, founder of Overlook Group, outlines his firm's research funnel and selectivity when evaluating Asian equities.

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“One of them is we visit 400 companies a year. We do analysis on 30 to 40, and we end up buying three or four or five.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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