Li Lu
Li Lu (Himalaya Capital Management Founder) - Value Investing in China (Apr 2021)
Li Lu's value investing approach emphasizes understanding businesses, adapting to technological changes, and navigating China's dynamic economy for long-term success. Value investors can navigate technological advancements by seeking resilient companies led by adaptable management teams or investing in industries unaffected by disruption.
Li Lu (Himalaya Capital Management Founder) - Remarks at San Francisco State University (2012)
Value investing emphasizes buying stocks that are trading below their intrinsic value, considering a margin of safety to withstand market shocks. Value investors focus on identifying undervalued assets with enduring franchises and consistent earning potential.
Li Lu (Himalaya Capital Management Founder) - First public audience in the USA (2006)
Value investing involves thorough analysis, recognizing undervaluation, and maintaining a long-term perspective. Li Lu's approach emphasizes understanding one's strengths, valuing businesses based on fundamentals, and seeking exceptional insights.