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Li Lu - The Chinese Warren Buffett (How He Finds 100 Baggers)

58 min • 16 april 2025

Li Lu is the only investment manager Charlie Munger gave outside capital to. He has invested in multiple 100 baggers in China and introduced BYD to Warren Buffett. On this episode, we discuss:

(00:00) Introduction to Li Lu: The Mysterious Investor

(04:45) Li Lu's Fascinating Background and Early Life

(09:35) The Formation of Himalaya Capital and Investment Philosophy

(14:26) Investment Strategies: Balancing Patience and Activity

(16:59) Key Investment Principles from Li Lu

(22:50) Case Study: Timberland Investment

(29:52) Case Study: BYD - A Defining Investment

(33:40) Investing Insights: BYD vs Timberland

(35:41) The Rise of Mu Tai: A Cultural Staple

(42:39) Macro Perspectives: Li Lu on China

(48:39) Lessons from Li Lu: Value Investing Principles

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