13th Columbia China Business Conference | Fireside Chat: Value Investing in China

[@svencarlin1793]

I have made a video summary, even if there is so much knowledge that this is impossible to summarize. Anyway, this will sure help: 4:20 How did your investment philosophy change over the last 28 years? It didn’t 12:20 What kind of businesses to look for, characteristics? (above average returns on capital) 15:45 MOAT - Economies of scale, duration and what other elements? (Allocation of capital) 21:10 Is size a key factor for having a moat? NO 23:30 In what other ways do you do things differently from most other value investors? 25:50 What is long-term ownership and how do you buy more when stocks crash 50%? 26:30 The market today? 28:10 The role of management 29:20 Specific things you learned about management over time? 35:58 Stable companies in crises 38:00 Better to be a generalist or specialist 40:19 Evolution of markets - Asian and Chinese role in the future 41:32 Reliability of Chinese data 45:29 Service sector in China 47:29 Where to find the best value investing opportunities in China? 51:39 Development of Chinese financial markets 55:08 Investing in local services in China 58:28 New trends in investing - bitcoin, 5G, AI 1:02:58 Opportunities in new technologies 1:03:58 Renewable energy, BYD, Tesla 1:07:06 How to start value investing 3 key factors 1:13:56 What would you have done differently in your career 1:22:10 Discrimination of Asian Americans

[@popeyestrong123]

Thank you for the great summary!

[@Value-Investing]

@@popeyestrong123 happy to hear it is helpful!

[@channel-xj7rp]

@@Value-Investing Your CBS interview summary of the removed post was how I got here. Thanks for the video summary!

[@ronchow2066]

Thank you very much

[@KidFreshie]

Sven this is why I subscribe to you: you're here with me scouring the internet for gems like this video. Always looking for key insight and always learning. And adding incredible value like your summary you've posted here. Nice work Sven! Thank you!

[@ryanschultz388]

Outstanding interview. Thank you

[@MiguelLara-gj4hi]

Li Lu is one of the best investors in the world. Thanks for sharing!

[@outlookoff9884]

This is almost like Al pacino & Robert dinero meet in a movie. Two great guys meeting for a discussion ! In my late 40s. Finance profession. Good video.

[@ims7865]

great interview

[@JamesToler]

Terrific interview. Thank you for the value add!

[@TheAlsavov]

Why was it so important to finish at a certain time and interrupt him mid-sentence?

[@mrretired2715]

Why has his english gone worse from what it used to be in the famous lecture he did

[@jungeunji8289]

Someone get my man some water

[@王杰-k4n]

pure gem!

[@bartoszdobroslaw9774]

Great stocks and I just bought in on them, but I'm interested in making short term profit, let say turn a $150K to $500k in 6months, I'd appreciate tips on how what stocks to buy to make this much profit.

[@bartoszdobroslaw9774]

@maria sandra That sounds great and how do i connect with her ?

[@bartoszdobroslaw9774]

@maria sandra Okay i just found her website and left a message for her. thanks.