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Li Lu: It’s Best To Spend Years Studying Companies

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Rupert Hargreaves
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This is the second part of a short series on an interview with Himalaya Capital's founder and manager Li Lu.

Part one is here: Li Lu: Warren Buffett's "Indifference" Towards Making Money Is His Key To Success

Q1 hedge fund letters, conference, scoops etc

charles munger moat valuewalk Charlie Munger competitive advantage great companies great brands GARP value investing value investors Google Alphabet profit margins Berkshire Hathaway

Li Lu’s multi-year research process

When asked about his research process, and how long it generally takes to evaluate an opportunity, Li Lu replied that the time it takes to understand a business varies, but it is "generally quite difficult" to decide on a potential investment without "many...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha