Investor viewpoints
Firm public videos, interviews, shareholder letters, public Q&A, and site analysis are shown from newest to oldest.
Himalaya Capital · Li Lu
Li Lu delivered a long speech at the 10th anniversary of the "Value Investment" course at Peking University Guanghua School of Management. The theme was global value investment and the times, focusing on insufficient domestic demand, private economic confidence, changes in the American order, the middle-income stage, modern capital markets and global value investment methods.
Himalaya Capital · Li Lu
Li Lu's public lectures and Q&A at Peking University, focusing on China opportunities, value investment practices, circles of competence, long-termism and corporate research, are important public materials for understanding Himalaya's Chinese perspective.
Himalaya Capital · Li Lu
Columbia Business School Graham & Doddsville's long interview with Li Lu, discussing the introduction to value investing, how investors can find a style that suits them, management judgment, error control, and long-term compounding.
Himalaya Capital · Li Lu
Li Lu's public speech at San Francisco State University talked about the basic principles of value investing, circle of competence, cash flow, market fluctuations and long-term mentality. It is one of the classic speeches long cited in the Chinese investment circle.