Li Lu Top 10 Holdings – Q4 2021, Buys FB, BAC

Johnny HopkinsLi LuLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Li Lu Top 10 Holdings – Latest 13F

Johnny HopkinsLi Lu, Top 10 HoldingsLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Li Lu: China Is One Of The Best Markets For Value Investors

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In an interview earlier this year with Bruce Greenwald, Li Lu discussed why China is one of the best markets for value investors. The interview was transcribed on roiss.substack.com. Here’s an excerpt from the interview: Bruce: Where do you see the unique challenges and opportunities of value investing in China? Li … Read More

Li Lu: The Right Temperament

Johnny HopkinsBruce Greenwald, Li LuLeave a Comment

In his latest fireside chat with Bruce Greenwald, Li Lu discusses the temperament required to be a successful investor. Here’s an excerpt from the chat: It is a hallmark of a good investor that you can sit through watching your portfolio down by 50 and not being affected at all. … Read More

Li Lu: “The Market Is A Mechanism That Discovers Your Weaknesses. Any Fault/Defect You Have Will Be Magnified Infinitely, To The Point Of Complete Destruction.”

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One of our favorite investors to follow here at The Acquirer’s Multiple is Li Lu, Founder and Chairman of Himalaya Capital.  In 2015 Li Lu did a value investing lecture at Peking University titled – The Prospect of Value Investing in China, in which he provided a number of fantastic value … Read More