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@gregorypek1515 ай бұрын
i am a Malaysian..i admire mr Li Lu so much.. i copy his 13 F portfolio, not only have good return, but also very comfortable of his buy and hold style..i mean no need to sell off overvalue stock for other undervalue frequently if i copy other great masters 13 F... i also copy his BYD idea.. he is genius and HUMBLE😊
@Allen-L-Canada5 ай бұрын
Let your winner run! (did he sold Micron?)
@WeStudyBillionaires5 ай бұрын
Glad you enjoyed the episode! 💯
@gregorypek1515 ай бұрын
@@Allen-L-Canada yes, i think so.. he sold for buy more Alphabet stock ( the price plummet last year)
@Allen-L-Canada5 ай бұрын
@@gregorypek151 that’s was a great time to buy. I built my full position around that time too.
@l4k5 ай бұрын
People underestimate how important it is to be an investor in USA or China, it's not all about skill and hard work.
@WeStudyBillionaires5 ай бұрын
Thanks so much for watching! 💡
@Allen-L-Canada5 ай бұрын
This man is just above average smart, some of the stuff we average people cannot duplicate. His learning abilities, for example, of language, of critical thinking, plus his temperaments, are not something everyone can match. While I admire his talents, I remind myself that I cannot blindly do what he does, such as investing in a company not by dipping toes first, but by investing large (10% of portfolio) at the time.
@WeStudyBillionaires5 ай бұрын
Thank you for sharing your insights, Allen! 🙏
@DavidMM2555 ай бұрын
Thank you, Clay, you have done a fantastic job researching Li Lu. I have seen and read each of the documents and videos available about him and Mohnish, I know everything quite well from a distance and your summary is a great compilation of everything that is publicly available. Just one detail, about the non-disclosed positions of Himalaya Capital, I am quite convinced that a relatively large portion of the fund must be positioned in Tencent and I believe it must be via Prosus. There are several indicators for this, among others the excitement of Mohnish some time ago when talking in several of his podcasts about this company and how he switched from Alibaba to Prosus, just like Charlie’s massive sale of his position in Alibaba to capitalize on the losses offsetting with gains most likely to at the same time change to this other position in the falls of the Chinese stock market.
@WeStudyBillionaires5 ай бұрын
Thank you for watching the episode! 💯
@CP-wo4ou5 ай бұрын
Loved it, another great episode Clay. Keep them coming!
@WeStudyBillionaires5 ай бұрын
So glad to hear that! 🎉
@marianogarbacz23175 ай бұрын
Tu canal es único, aprender de estos grandes ídolos prácticamente gratis, desde la comodidad de tu hogar, seria impensado en otras épocas, saludos desde Argentina!!!!
@CharlesDickens-t7w5 ай бұрын
1st video I've watched on your channel. Great insight & so many gems!
@WeStudyBillionaires5 ай бұрын
Welcome aboard! 🎉
@ianchui77115 ай бұрын
Li Lu is one of the greatest
@WeStudyBillionaires5 ай бұрын
Thanks so much for tuning in! ♥
@Allen-L-Canada5 ай бұрын
1967 Culture Revelution, 1976 Tangshang Earthquake and 1989 Tiananmen Square are the major events that we Chinese all remember.
@WeStudyBillionaires5 ай бұрын
Thank you for sharing. 🙏
@CharlesVaughn-bm9gq4 ай бұрын
His 13F shows average returns the last several years. Tremendous early success. Living off that reputation.
@anderson63795 ай бұрын
Impressive! U managed to talk through the entire protest section with innuendo only :-) Thanks for covering 🙏🙏
@WeStudyBillionaires5 ай бұрын
Thank you for watching! 🎉
@hindenburgminsky76385 ай бұрын
the episode is dedicated to the anniversary of Tiananmen crackdown June 4th, 1989. Thank you for making this episode about Li Lu. America make Chinese rich, Chinese make America great !
@CP19605 ай бұрын
Li Lu made himself over great adversity
@WeStudyBillionaires5 ай бұрын
Thank you so much for watching! 🙏
@Money__Matters0075 ай бұрын
Amazing content
@WeStudyBillionaires5 ай бұрын
Much appreciated! 💯
@samonaro655 ай бұрын
An incredible life story. 🙌🏾
@Allen-L-Canada5 ай бұрын
1967 Culture Revelution, 1976 Tangshang Earthquake and 1989 Tiananmen Square are the major events that we Chinese all remember.
@WeStudyBillionaires5 ай бұрын
Incredible indeed! 🙌
@annasillanpaa11115 ай бұрын
Thank you!
@WeStudyBillionaires5 ай бұрын
Thank you for the support! 🙌
@dannthegentleman42615 ай бұрын
Just a correction, in the episode you said Buffett would only give his money to 3 people: Seth Klarman, Li Lu and Greg Alexander. But Buffett has never said he would give his money to Greg Alexander, matter of fact he said he would give his money to Bill Ruane.
@Allen-L-Canada5 ай бұрын
In reality, he gives his money to Greg Able. :)
@WeStudyBillionaires5 ай бұрын
Thanks for sharing! 💡
@IMSRGURJAR4 ай бұрын
Great job ❤
@WeStudyBillionaires4 ай бұрын
Thank you! Cheers! 🙌
@pceb96215 ай бұрын
"I suspect that the 13F is just the tip of the iceberg, especially regarding investments that are only visible on the HKEX market."
@VasudevaNaidu5 ай бұрын
well explainbed appreciated
@WeStudyBillionaires5 ай бұрын
Thank you so much! 💯
@dintogx5 ай бұрын
Why did not add to turkish subtitle this video 😢
@jasoncloner5 ай бұрын
Bloody cracking video
@WeStudyBillionaires5 ай бұрын
Thanks mate! 😉
@ragulsiddarth7055 ай бұрын
Nice content... But u should have held on to alphabet as a true disciple of Buffet for the longrun. Top quality, wide moat, high free cash flow, roce, buy backs and future growth run way.....
@WeStudyBillionaires5 ай бұрын
Thanks for watching! 🎉
@justinbeghly14354 ай бұрын
Does he own Alibaba?
@jimjackson42565 ай бұрын
He went and talked to their neighbors to find out what they were like.Yea right.
@Allen-L-Canada5 ай бұрын
not feasible for almost all of us.
@PRAVEENMARUTHURMANA5 ай бұрын
Literally went the 'extra mile'
@volmanedge5 ай бұрын
His holdings are not very contrarian as he claims . Google , BaC and Appl lol
@Cloninginvesting5 ай бұрын
❤🙏🤝
@WeStudyBillionaires5 ай бұрын
Thank you so much for watching! ♥
@TheCheapGamer5 ай бұрын
Just another chinese made up stories. Currently he own Large Cap companies that most retail clowns holds. Oh wow, what a special investor.
@Highlander123-x5h5 ай бұрын
With large capital, there are not many stocks you can choose from
@Dividendflywheel5 ай бұрын
Are you doubting Charlie Munger?
@johnc38863 ай бұрын
CHEAP COMMENT...WITHOUT ANY EVIDENCE. HENCE YOUR TROLL NAME. HAHAHAHAHAHAHAHAHahahahahahahahahha