Global Value Investing in Our Era (2024-12-07)

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In 2019, Li Lu of Himalaya Capital gave a presentation to a group of students titled 'The Practice of Value Investing'. It's packed with nuggets of insight and is well worth a read. 🧵 Our 7 favourite highlights from the paper: https://t.co/CPHIbwSEyr

Koyfin

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Coatue's 2025 EMW Keynote Replay

Lucas Swisher coatue.com

Bruce Greenwald invited Li Lu to speak to his class on value investing. The result is a 90 minute masterclass on how to be a value investor. If you haven't watched the video, do it now. If you have, it's worth re-watching. Here is... See more

Brandon Beylo x.com