Lots of chatter about Li Lu filling in when Buffett steps down. Anyone have any Himalaya Capital or LL Investment Partners letters?
From Bloomberg article:
“Li’s original fund had annual compound growth of more than 29 percent, from inception in January 1998 through the end of 2009, the manager said in Poor Charlie’s. Another fund posted an annual compound return of more than 36 percent, Li said.”
Wiki entry here, his book here: Moving the Mountain
Transcript from Columbia 2006 speech
From Tiananmen Square (Interesting fact is that he is a former Tiger Seed….)
