The Masterclass of Li Lu: Philosophy, Portfolio Architecture, and the Himalaya Capital Compounding Machine

A comprehensive deep dive into Li Lu's investment philosophy, the four pillars of value investing, and the extreme portfolio concentration strategy that built Himalaya Capital into a multi-decade compounding machine. From Tiananmen Square to managing billions for Charlie Munger. 📊 Deep Research Topics: quantitative finance, investment analysis, financial education, financial research, market analysis