Panelists: Li Lu, CBS '96, Founder and Chairman, Himalaya Capital Bruce C.N. Greenwald, Founding Director, Heilbrunn Center for Graham and Dodd Investing at Columbia Business School; Professor, Columbia Business Shool
Пікірлер: 17
@svencarlin17933 жыл бұрын
I have made a video summary, even if there is so much knowledge that this is impossible to summarize. Anyway, this will sure help: 4:20 How did your investment philosophy change over the last 28 years? It didn’t 12:20 What kind of businesses to look for, characteristics? (above average returns on capital) 15:45 MOAT - Economies of scale, duration and what other elements? (Allocation of capital) 21:10 Is size a key factor for having a moat? NO 23:30 In what other ways do you do things differently from most other value investors? 25:50 What is long-term ownership and how do you buy more when stocks crash 50%? 26:30 The market today? 28:10 The role of management 29:20 Specific things you learned about management over time? 35:58 Stable companies in crises 38:00 Better to be a generalist or specialist 40:19 Evolution of markets - Asian and Chinese role in the future 41:32 Reliability of Chinese data 45:29 Service sector in China 47:29 Where to find the best value investing opportunities in China? 51:39 Development of Chinese financial markets 55:08 Investing in local services in China 58:28 New trends in investing - bitcoin, 5G, AI 1:02:58 Opportunities in new technologies 1:03:58 Renewable energy, BYD, Tesla 1:07:06 How to start value investing 3 key factors 1:13:56 What would you have done differently in your career 1:22:10 Discrimination of Asian Americans
@popeyestrong1233 жыл бұрын
Thank you for the great summary!
@Value-Investing3 жыл бұрын
@@popeyestrong123 happy to hear it is helpful!
@channel-xj7rp3 жыл бұрын
@@Value-Investing Your CBS interview summary of the removed post was how I got here. Thanks for the video summary!
@ronchow20663 жыл бұрын
Thank you very much
@KidFreshie2 жыл бұрын
Sven this is why I subscribe to you: you're here with me scouring the internet for gems like this video. Always looking for key insight and always learning. And adding incredible value like your summary you've posted here. Nice work Sven! Thank you!
@MiguelLara-gj4hi3 жыл бұрын
Li Lu is one of the best investors in the world. Thanks for sharing!
@ryanschultz388 Жыл бұрын
Outstanding interview. Thank you
@ims7865 Жыл бұрын
great interview
@JamesToler2 жыл бұрын
Terrific interview. Thank you for the value add!
@TheAlsavov2 жыл бұрын
Why was it so important to finish at a certain time and interrupt him mid-sentence?
@bartoszdobroslaw97742 жыл бұрын
Great stocks and I just bought in on them, but I'm interested in making short term profit, let say turn a $150K to $500k in 6months, I'd appreciate tips on how what stocks to buy to make this much profit.
@bartoszdobroslaw97742 жыл бұрын
@maria sandra That sounds great and how do i connect with her ?
@bartoszdobroslaw97742 жыл бұрын
@maria sandra Okay i just found her website and left a message for her. thanks.