Collection: Li Lu

Collection: Li Lu - #8 'Should You Specialize o...
[Transcript] BRUCE GREENWALD: Do you prefer to be a generalist or a specialist investor and would one work better in the Chinese market than another? LI LU: Well, in a...
Collection: Li Lu - #8 'Should You Specialize o...
[Transcript] BRUCE GREENWALD: Do you prefer to be a generalist or a specialist investor and would one work better in the Chinese market than another? LI LU: Well, in a...

Collection: Li Lu - #7 'How to Profit During a ...
[Transcript] BRUCE GREENWALD: So you’ve lived through in your 23 years running Himalaya, a number of major financial crises, the Asia crisis in ’97, the tech bust in 2000, the...
Collection: Li Lu - #7 'How to Profit During a ...
[Transcript] BRUCE GREENWALD: So you’ve lived through in your 23 years running Himalaya, a number of major financial crises, the Asia crisis in ’97, the tech bust in 2000, the...

Collection: Li Lu - #6 'How You Should Invest i...
[Transcript] BRUCE GREENWALD: Okay, so what about the market today? I mean, it seems highly valued. I mean, if you look at fixed income, it seems unprecedented. That said, does...
Collection: Li Lu - #6 'How You Should Invest i...
[Transcript] BRUCE GREENWALD: Okay, so what about the market today? I mean, it seems highly valued. I mean, if you look at fixed income, it seems unprecedented. That said, does...

Collection: Li Lu - #5 'What Makes Li Lu Differ...
[Transcript] BRUCE GREENWALD: As of today, how do you view this differently, would you say from most other investors? Are there things that you look at specifically? Are there ways...
Collection: Li Lu - #5 'What Makes Li Lu Differ...
[Transcript] BRUCE GREENWALD: As of today, how do you view this differently, would you say from most other investors? Are there things that you look at specifically? Are there ways...

Collection: Li Lu - #4 'The Only Constant in Bu...
[Transcript] BRUCE GREENWALD: Ok, can I actually talk a little bit about those businesses, I mean, in limiting competition and I think Charlie Munger is the master of this, we’re...
Collection: Li Lu - #4 'The Only Constant in Bu...
[Transcript] BRUCE GREENWALD: Ok, can I actually talk a little bit about those businesses, I mean, in limiting competition and I think Charlie Munger is the master of this, we’re...

Collection: Li Lu - #3 'What does Li Lu Invest ...
[Transcript] BRUCE GREENWALD: Okay, so, in this concentration, in sort of now investing in great businesses, can you be specific about what kind of business you look for? What are...
Collection: Li Lu - #3 'What does Li Lu Invest ...
[Transcript] BRUCE GREENWALD: Okay, so, in this concentration, in sort of now investing in great businesses, can you be specific about what kind of business you look for? What are...