forest81

Many Thanks

Hi Guys, Does Li Lu have a Chinese portfolio? The only portfolio I can find online is full of US stocks. If he doesn't, I find it rather odd as most Chinese stocks are at all time lows. I found an interview from 2021 with him where he was saying the future for Chinese stocks was very good and China was the ideal hunting ground for a value investor. Seems odd to me he is not buying as there are some amazing companies trading at amazing prices.

Does anyone know if/what Li Lu has regarding investments in China? The only portfolio I can see online is his US one. Does he have a China portfolio? I would have thought he would be loading up at these prices for some pretty amazing company's.

Thinking of buying a china basket. What do you think?? Baidu x 9 pe Baba x 7 JD.Com x 7 Tencent x 15 PDD x 26 There are some seriously good companies there. Thinking of holding for 10+ years. Only danger for me is political risk/ war risk.

Lincolnshire, United Kingdom :D

Lloyds Group (UK Stock)

Buying more lsxmk/a yesterday

I don't know about anyone else but I don't know whether I could read 14 hours per day. I currently do 5/6 hours a day and I find that full plenty. I need time to think the ideas through. I found when I tried reading a lot more than my 5/6 hours I can't think if that makes any sense I just keep trying to push facts in. Maybe it is just the way I am wired up. Also one of the things I thought about Buffett's biography was how sad it was that he didn't have any time for his family. I mean he is a very smart guy and would surely have been extremely wealthy working 8 hours a day and having a family life? Same with watching Coombs. I mean if he seriously does that everyday its pretty sad I think as it just cannot leave much time at all for family. I love reading, I love investing, I love work but I don't want it to become absolutely everything in life. Maybe this will be my downfall as an investor and far be it for me to criticize 3 of the best investors there are. I am sure it works for them. It just seems a bit crazy to me. Surely you have to some outside interests as well??