Li Liu Lecture

[MartinWhitman]

I am sorry but I couldnt find the link to the video with Liu / Greenwald that was recently posted on this board. Would someone be so kind to post the link again? Thanks in advance.

[Granitepost]

Video:

 

http://www.megavideo.com/?v=J8XLH2O0

 

Notes on video:

 

http://streetcapitalist.com/2010/05/04/li-lu-berkshire-hathaway-cio-candidate/

 

 

[bonechip1]

if the megavideo link tries to make you pay half way through, try this one:

http://db.tt/HN968B

[alwaysinvert]

Great lecture, thanks for the links. Too bad it's so hard to make out what the students are saying.

[twacowfca]

Thank you, granitepost and especially tariqali for the notes on the Li Lu lecture.  I agree with Charlie: Li Lu apparently is THE ONE!  His methodology is the same as what we have used most successfully.  His execution has been superior.  The intensity and thoroughness he brings to gain profound understanding of a potentially greatly undervalued business in a short amount of time, particularly from the view of "What have I missed", is superior to the extended amount of time we have often spent to gain full understanding of deep value opportunities.

[Myth465]

Thank you, granitepost and especially tariqali for the notes on the Li Lu lecture.  I agree with Charlie: Li Lu apparently is THE ONE!  His methodology is the same as what we have used most successfully.  His execution has been superior.  The intensity and thoroughness he brings to gain profound understanding of a potentially greatly undervalued business in a short amount of time, particularly from the view of "What have I missed", is superior to the extended amount of time we have often spent to gain full understanding of deep value opportunities.

 

I agree, he seems to be a young Chinese Munger. He is or should be on the short list and I really enjoyed the video. Thanks again.

[MartinWhitman]

Many thanks for the links to the video. Li Lu is really a terrific guy with a lot of "drive". I especially liked the part when he is challenging the students about book value;-))).