About
This course analyzes the investment philosophy of Li Lu, the founder of Himalaya Capital and a key figure in modern value investing. It explores his approach to treating stocks as partial ownership in businesses, maintaining a strict circle of competence, and navigating the nuances of the Chinese market. Participants will study the evolution of the Graham-Buffett model into Li Lu's practical methodology for identifying long-term compounders in the 21st century. The curriculum covers fundamental research techniques, risk assessment through the margin of safety, and the psychological discipline required for concentrated portfolio management.
You can also join this program via the mobile app. Go to the app
Overview
Instructors
Price
Free