Comments on: Li Lu’s 2010 Lecture at Columbia

By: Grace

Grace — Sat, 11 Sep 2010 19:29:00 +0000

Li is genius, also he works very hard. He learns and thinks, really a Charlie alike.

By: Carlos

Carlos — Fri, 06 Aug 2010 06:56:51 +0000

I wonder what Li Lu ( now that he is rich) thinks of the dictatorial Chinese Govt ??? He was a student leader at one time. Has he sold out now to make money ??? Dose he endorse the Chinese policy of bulldozing human rights in China and supporting the most corrupt dictatorial regimes elsewhere eg Burma, Pakistan, North Korea, Sudan, Somalia, etc, etc, etc.

By: Tx2Cents

Tx2Cents — Tue, 03 Aug 2010 06:22:44 +0000

Again, Li Lu last name is Li. Chinese traditionally put family name first.

By: Li Lu Emerges as Possible Buffett Successor | Street Capitalist: Event Driven Value Investments

Fri, 30 Jul 2010 04:20:15 +0000

[...] Two of my most popular posts on Street Capitalist have been about Li Lu. The first post was: Li Lu: Berkshire Hathaway CIO Candidate? I followed up with a second post, transcribing a lecture that Li gave to Columbia students in 2010 (Li Lu’s 2010 Lecture). [...]

By: David Zuckerman

David Zuckerman — Thu, 29 Jul 2010 08:44:26 +0000

Li Lu is just brillant. He cares and he is funny and he is willing to show the holes in his thinking.
This is someone who I believe is a marvel and a clear genius. He is a Warren Buffett type of fellow.
He is enjoyable to listen to and clearly has learned alot from Charlie. You know what gets me. How does Charlie find all these individuals. Simply he is a magnete. He has an ability to spot talent on the highest levels.
Li lu has been friends with one of the greatest minds of our day.
The future will attest to this. Charlie did it again.
And you know even thought charlie is not shy... he has allways taken a back seat and not sought direct praise. That is why warren loves charlie.
That is what li lu found in Charlie.
And Sokel and a host of other really bright individuals sitting in Pasadena.

By: Buffett Fan

Buffett Fan — Wed, 14 Jul 2010 08:57:28 +0000

Anyone know if Greenwald's comment of Li managing all of Munger's money is accurate? It seems unlikely that he could be doing this and not show up in EDGAR.

By: Tariq

Tariq — Mon, 05 Jul 2010 04:42:18 +0000

Yes, I believe his is totally invested in non-US equities.

By: Erich

Erich — Mon, 05 Jul 2010 00:09:09 +0000

Has anyone found a US regulatory filing? He must be heavily in non US equities.

By: Li Lu’s introduction to Poor Charlie’s Almanac « Greenbackd

Li Lu’s introduction to Poor Charlie’s Almanac « Greenbackd — Fri, 02 Jul 2010 04:02:52 +0000

[...] BYD (for more on Li Lu’s methodology, Street Capitalist has a great set of notes from his 2010 lecture to the Columbia Business School). Here’s the translation: My Teacher: Charlie [...]

By: Ram V

Ram V — Wed, 30 Jun 2010 17:38:10 +0000

Great work. Thanks for sharing. Best Wishes, Ram V