Li Lu, "the Chinese Warren Buffett," Has Invested 70% of Himalaya's Capital in Just 2 Stocks

Li Lu, "the Chinese Warren Buffett," Has Invested 70% of Himalaya's Capital in Just 2 Stocks

Li Lu was a close confidant of the late Charlie Munger, who called Lu "the Chinese Warren Buffett."

Li Lu’s Latest Portfolio: Top Holdings, Biggest Changes & Strategy - The Acquirer's Multiple®

Li Lu reported an equity portfolio valued at approximately $3.70 billion in the latest reported quarter, continuing the highly concentrated, long-term value investing approach that has defined Himalaya Capital Management. Unlike broadly diversified investment managers, Li Lu focuses capital on a relatively small number of businesses where he believes the combination of business quality, competitive