Li Lu founded Himalaya Capital in 1997, where he follows the principles of value investing laid out by Benjamin Graham, Warren Buffett and Charles Munger. Today, he focuses mainly on listed companies in Asia, mainly China. Himalaya Capital strives to achieve excess returns by being long-term owners of high-quality companies with significant “economic moats”, great growth potential and driven by trustworthy people. Li Lu is a close friend of Charlie Munger and was mentioned ten years ago as a potential successor to Berkshire Hathaway.
Former US Treasury Secretary Henry Paulson explains how he got banks, Congress and presidential candidates to approve a $ 1 trillion rescue package.
The documentary can be seen on Netflix, among other places.
Investor Howard Marks, co-founder of Oaktree Capital Management, talks with Tim Ferriss during the current COVID-19 pandemic.
The podcast is available to listen to via acast, among others.
Fireside Chat: Nassim Nicholas Taleb & Naval Ravikant
Living in the cities of the world is becoming more and more expensive. The middle class and the poor cannot afford to stay. Young people have no chance in the housing market. The development is driven by international private equity funds that see housing as a good investment. Swedish documentary from 2019 by Fredrik Gertten.
The documentary is available for purchase at Vimeo
A documentary from 2019 about when a Chinese company brings new life to a closed down factory in Ohio, USA. Fascinating story about a culture clash and an American dream in decline. Available at Netflix.