I'm pretty sure Li Lu doesn't invest like this any more given some of the names he is in (Facebook) but a really good talk on scuttlebutt and going the extra mile.
| https://www.youtube.com/watch?v=-jF5au0-JiY&feature=youtu.be |
Saturday, 10 April 2021
Li Lu talk to Columbia Business School on Value Investing - I really enjoyed this.
Q1 2021 Returns
| Bloomberg Ticker | Percentage | ||
| Value Fund | 15% | ||
| Dignity | DTY | 9% | |
| Rolls Royce | ROLLS | 8% | |
| BIFFA | BIFF | 7% | |
| B&C Speakers | BEC | 7% | |
| GYM Group | GYM | 6% | |
| Unilever | ULVR | 6% | |
| Staffline | STAFF LN | 6% | |
| Philip Morris | PM | 6% | |
| Stellantis | FCAU | 6% | |
| Bayer AG | BAYER | 5% | |
| Dolphin Capital | DCI | 4% | |
| Grenke | GRENKE | 4% | |
| Imperial Brands | IMB | 3% | |
| Allied Minds | ALM | 3% | |
| Card Factory | CARD | 2% | |
| Onthemarket | OTM | 2% | |
| Spectrum Brands | SPB | 1% | |
| GBP Cash | 1% | ||
| Quarterly Return | Quarterly Benchmark Return | ||
| 7.08% | 4.33% | ||
| Return Since Inception | Benchmark Return since Inception | ||
| 42.78% | 223.09% | ||
| Annualised Return | Annualised Benchmark Return | ||
| 3.23% | 15.28% | ||