New Li Lu Presentation

[farnamstreet]

http://cbs360.gsb.columbia.edu:8080/ess/echo/presentation/749b9e77-b822-456f-8784-9dff07518360

[Ballinvarosig Investors]

Arrrghh, so much promise, but I can barely hear a thing :'(

[alertmeipp]

yes. the audio was bad.

[ExpectedValue]

Yep, the audio is bad. I listened to the presentation a few times (using headphones) and wrote out a transcript of the lecture. This is not exactly what was said but I think it gets quite close:

 

http://streetcapitalist.com/2010/06/24/li-lus-2010-lecture-at-columbia/

[nodnub]

Yep, the audio is bad. I listened to the presentation a few times (using headphones) and wrote out a transcript of the lecture. This is not exactly what was said but I think it gets quite close:

 

http://streetcapitalist.com/2010/06/24/li-lus-2010-lecture-at-columbia/

 

Thank you Tariq, I hoped a transcript would turn up.  Your hard work is greatly appreciated.

[frog03]

thanks.  Who is greg alexander?

[nodnub]

thanks.  Who is greg alexander?

 

I think Bruce Greenwald was referring to Greg Alexander who has worked for Ruane, Cunniff since 1985.

[vinod1]

Yep, the audio is bad. I listened to the presentation a few times (using headphones) and wrote out a transcript of the lecture. This is not exactly what was said but I think it gets quite close:

 

http://streetcapitalist.com/2010/06/24/li-lus-2010-lecture-at-columbia/

 

Thanks!

[Chotanavet]

Yep, the audio is bad. I listened to the presentation a few times (using headphones) and wrote out a transcript of the lecture. This is not exactly what was said but I think it gets quite close:http://streetcapitalist.com/2010/06/24/li-lus-2010-lecture-at-columbia/

 

I truely appreciate your effort to transform Lu's speaking into an amazing transcript!

[dual_bid]

Nice to hear him praise (very) long term analysis... following this board discussion (http://cornerofberkshireandfairfax.ca/forum/index.php?topic=2540.0):

 

Regarding the 20-30 yrs financial history, I would recommend reading Graham's 40+ yrs analysis of U.S. steel., his 15 yrs analysis of American Radiator and Buffett's 15-20 yrs analysis of Geico trends. I also know he read all of KO's annuals from the beginning - that is 100+ yrs. I hold KO's financials since 1919 and reading what happened during the roaring 20s and through the Great Depression gives you priceless insight into the NARTD industry economics throughout the big cycles, and, I would claim, to several other industries with similar characteristics.

 

BTW, any idea on the availability of the GM 100yrs inputs online?

[Guest valueInv]

Is this Li Lu's blog?

 

http://www.himalaya-capital.com/blog/

[RRJ]

I don't think so -- though it had me going for a while.  I think it is run by Millit Pandit.  through two separate portfolios called Annapurna and Diamir A. 

 

Is this Li Lu's blog?

 

http://www.himalaya-capital.com/blog/

[nodnub]

I don't think so -- though it had me going for a while.  I think it is run by Millit Pandit.  through two separate portfolios called Annapurna and Diamir A.  

 

 

I agree