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Who is Li Lu
Videos

Who is Li Lu

Who is Li Lu? Until several weeks ago I would not have known the answer myself. Even Ravi of rationalwalk.com who is an expert on Berkshire Hathaway and wrote an excellent book on the company admited he never heard of […]

Bruce Greenwald Talks Value  Investing In India
Videos

Bruce Greenwald Talks Value Investing In India

Another great find by my friend sandesh trivedi of http://sandeshtrivedi2.blogspot.com/. Sandesh, like I is a big fan of Bruce Greenwald. Sandesh found a great interview that Greenwald gave when he visited India several years ago.  Greenwald talks about moats, valuing […]

Bruce Greenwald on Walmart and American Express
Videos

Bruce Greenwald on Walmart and American Express

This is an old video of Bruce Greenwald that my friend Sandesh Trividei ([email]sandeshtrivedi@gmail.com[/email]) of http://sandeshtrivedi2.blogspot.com ,however I have never seen this video before. Great work by Sandesh finding this gold mine. Greenwald talks about Walmart being a value trap, […]