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What Mohnish Pabrai Said About Investor Li Lu
Description
I summarize and discuss what investor Mohnish Pabrai has said in recent Q&A interviews about his friend and colleague, legendary investor Li Lu.
Timestamps:
00:00 Mohnish Pabrai on Li Lu Intro
00:20 Why Charlie Munger gave Li Lu $80 million to invest
00:55 How Li Lu became a great investor
03:11 Looking for investing anomalies
04:39 How Mohnish Pabrai got to know Li Lu
05:17 An missed opportunity from Li Lu
06:00 A captured opportunity from Li Lu: Moutai
Related content:
Investor Li Lu Buying MORE Google Stock | Why https://youtu.be/is9frHZaGYg
Mohnish Pabrai's Q&A session with the Finance Club of IIT Patna on May 10, 2023 https://youtu.be/Qgtb7LnvP6Y
The Investing with Tom Podcast #38: Monsoon Pabrai on Meeting Buffett, China Tech, Moutai and more https://youtu.be/YF1CTPViYHo
The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Using a referral link helps support the pod, thanks!
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.