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Li Lu Articles

July 30, 2010 | About: BRK-A +0% BRK-B +0%
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By now most of the value investing world heard of the news story of the year; Li Lu will probably succeed Warren Buffett as Chief Investment Officer at Berkshire Hathaway. The revelation came from Charlie Munger, in a Wall Street journal article that was published this morning. that Li, 44, will become one of the top Berkshire investment officials, Munger, Berkshire's 86-year-old vice chairman, told the Journal. Both Buffett and Lu have declined to comment right now, but it will be interesting to here from them when they eventually bring up the topic.

I have written several articles about Li Lu, and many more will becoming out in days. The man has went from an unknown character to one of the greatest value heroes in a matter of months. Instead of writing more about Li Lu, I thought it would be worthwhile to compile some of the interesting articles from other sources.

To start off everyone should read the Wall Street Journal article since it is the original source. The article is here: _http://online.wsj.com/article/SB10001424052748703977004575393180048272028.htm

Ravi, a Guru Focus columnist wrote an excellent article analyzing Li Lu that can be found here: http://www.rationalwalk.com/?p=8720

http://streetcapitalist.com/2010/07/29/li-lu-emerges-as-possible-buffett-successor/

http://www.businessweek.com/news/2010-07-30/li-lu-hedge-fund-manager-may-help-berkshire-find-deals-abroad.html

http://www.forbes.com/2010/07/30/china-li-lu-warren-buffett-markets-equities-byd.html?boxes=HomepageSpecialStorySection

Those are some recent articles that came out since the news broke. There are also some great older articles for people who have not been keeping up with this story might want to read:

http://www.valuewalk.com/videos-with-text-summary/li-lu/

http://streetcapitalist.com/2010/05/04/li-lu-berkshire-hathaway-cio-candidate/

http://streetcapitalist.com/2010/06/24/li-lus-2010-lecture-at-columbia/

http://www.marcgunther.com/2010/05/16/warren-buffetts-byd-revving-up-fast/

http://www.gurufocus.com/news.php?id=98126

http://www.observer.com/node/40526

About the author:

My investment ideas have been inspired by many of value investors including Benjamin Graham, Charles Royce, John Neff, Joel Greenblatt, Peter Lynch, Seth Klarman,Martin Whitman and Bruce Greenwald. .I live with my wife and daughter in Monsey, NY. I can be contacted jacobwolinsky(AT)gmail.com and my blog is www.valuewalk.com

Visit Jacob Wolinsky's Website

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Rating: 3.8/5 (20 votes)

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Comments

superguru
Superguru - 2 years ago
any clues, other than BYD what is he invested in?
yswolinsky
Yswolinsky - 2 years ago
No, I am hoping Buffett or Munger comes out with a more detailed statement.

http://www.valuewalk.com/
itserich
Itserich - 2 years ago


Li Lu has talked at length about his Timberland investment.
Ronnie.Dlamini
Ronnie.Dlamini - 1 year ago
I think Li Lu is an incredible smart individual and the investment community is yet to witness his unconventional and contrarian wisdom. Watch out for him.

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