Li Lu's 2021 Portfolio

Опубликовано: 19 Февраль 2026
на канале: Lincoln Olson
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If you haven't heard the name before, you will soon enough. Li Lu is a long-term, value-oriented investor and manager of Himalaya Capital, which he founded in 1997 and currently manages $18.5B.

He's very good friends with Warren Buffett and Charlie Munger and is considered to be a top candidate to replace them at Berkshire once those two retire.

I love listening to Li Lu talk about his portfolio and his investing style - he's obviously very intelligent and talented yet remains very humble and down-to-earth.

In this video, I take you through what his portfolio looks like headed into 2021. We can all learn something from this guy.

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