Li Lu CBS Lecture Notes

[Poor Charlie]

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. 

[competitive-advantage]

Thanks. I enjoyed to read the example with top teachers, diligent students and Megastudys edge.

[Buckeye]

Thanks for sharing Poor Charlie!

[Longnose]

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.

 

 

 

[Poor Charlie]

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.

[Longnose]

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. 

[Monsieur_dee]

Thanks! 

[netnet]

the link didn't work for me.

[Poor Charlie]

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

 

 

[coc]

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!