Poor Charlie Posted November 11, 2021 Share Posted November 11, 2021 I found an old file with my notes from a lecture Li Lu gave in 2012. If you're interested, I cleaned it up and posted it online: https://48b401b4-d9c2-4d42-b9e8-8a13fc730ef4.filesusr.com/ugd/f2fd00_daf48b49e7614ed7b4a8235885c59be8.pdf Disclaimer: This isn't a transcript. It's an edited document from rough notes I took nearly 10 years ago, so please forgive my errors and omissions. Link to comment Share on other sites More sharing options...
competitive-advantage Posted November 11, 2021 Share Posted November 11, 2021 Thanks. I enjoyed to read the example with top teachers, diligent students and Megastudys edge. Link to comment Share on other sites More sharing options...
Buckeye Posted November 11, 2021 Share Posted November 11, 2021 Thanks for sharing Poor Charlie! Link to comment Share on other sites More sharing options...
Longnose Posted November 11, 2021 Share Posted November 11, 2021 Great Read! thanks for sharing. I read the whole thing in his voice and just kept thinking this must have been what it was like to have a smooth lecture by Li Lu. Not like when he was getting frustrated with Greenwald's class. Link to comment Share on other sites More sharing options...
Poor Charlie Posted November 11, 2021 Author Share Posted November 11, 2021 10 minutes ago, Longnose said: Great Read! thanks for sharing. I read the whole thing in his voice and just kept thinking this must have been what it was like to have a smooth lecture by Li Lu. Not like when he was getting frustrated with Greenwald's class. Yeah. I left out the parts where he ripped into everybody for not preparing. Link to comment Share on other sites More sharing options...
Longnose Posted November 11, 2021 Share Posted November 11, 2021 Hahaha, we cant all be as sharp as Li Lu. If I'm a quarter as successful as he is I'll be doing just fine. Link to comment Share on other sites More sharing options...
Monsieur_dee Posted November 11, 2021 Share Posted November 11, 2021 Thanks! Link to comment Share on other sites More sharing options...
netnet Posted November 17, 2021 Share Posted November 17, 2021 the link didn't work for me. Link to comment Share on other sites More sharing options...
Poor Charlie Posted November 17, 2021 Author Share Posted November 17, 2021 38 minutes ago, netnet said: the link didn't work for me. Try the link below: https://48b401b4-d9c2-4d42-b9e8-8a13fc730ef4.filesusr.com/ugd/f2fd00_ad8cd425a77244c98186a35cd5864d84.pdf For those interested, I’ve also posted some of my detailed long-term spreadsheets, including Berkshire (56 years), Coca-Cola (100 years), Microsoft (40 years), Apple (42 years), etc. And I’ll be posting more financials and a bunch of other stuff (old annual reports, articles, notes, letters, etc.) when I get some time. https://www.turtlebay.io/financials Link to comment Share on other sites More sharing options...
coc Posted November 19, 2021 Share Posted November 19, 2021 On 11/17/2021 at 5:01 PM, Poor Charlie said: Try the link below: https://48b401b4-d9c2-4d42-b9e8-8a13fc730ef4.filesusr.com/ugd/f2fd00_ad8cd425a77244c98186a35cd5864d84.pdf For those interested, I’ve also posted some of my detailed long-term spreadsheets, including Berkshire (56 years), Coca-Cola (100 years), Microsoft (40 years), Apple (42 years), etc. And I’ll be posting more financials and a bunch of other stuff (old annual reports, articles, notes, letters, etc.) when I get some time. https://www.turtlebay.io/financials Fantastic! Link to comment Share on other sites More sharing options...
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