저자: RosarioDiPetta · 외국인
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중국 1989년 시위 이후 미국으로 망명한 투자자 'Lilou'(자막상 표기, 실명 미상)의 생애를 소개. 워런 버핏 강의 영향으로 가치투자를 익히고, 학자금 대출로 시작해 100만 달러를 모은 뒤 2004~2009년 연 36% 수익을 냈다고 설명. 찰리 멍거가 아시아 시장 투자를 맡긴 Himalaya Capital 운용 사례와 Timberland 투자 사례를 언급. 집중투자 포트폴리오와 해자(moat) 개념을 강조하는 인물 소개 영상.
다듬은 글
In 1989, you will all remember that in China there were large protests, the protests in Timanfaya Square, in which there were practically several deaths and injuries, and the Chinese government was practically looking for the instigators of those who were activists in these protests, protests that were seeking a process of greater democratization in China.
One of these activists was Lilou Lilou, who had managed to escape first to France and then managed to emigrate to the United States. In the United States, Lilou practically enrolled at Columbia University and there he was practically friends with other students, and when he realized that he clearly needed money to get by, he listened to a friend of his who practically told him that there would be an Alexio magistralis by the then sixty-two-year-old Warren Buffett, already a famous investor worldwide, and so Lilou went to attend this lesson.
Lilou practically what? Listen, eh, from Warren Buffett. Warren Buffett supports the convenience of investing in the stock market and to understand shares not as symbols that move on a graph, but as assets. of which we must be able to own a part of these activities, Warren Buffett tells us, have an intrinsic value that is very important.
And this intrinsic value sometimes differs greatly from the price. Lilou makes this lesson her own. So much so that thanks to student loans she manages to graduate with her own assets of 1 million dollars. When the Asian market undergoes a large inflection, Lilou will make large profits. So much so that from 2004 to 2009 she manages to obtain a 36% annual return, which clearly puts her at the attention of large investors.
He was a frequent visitor to Berkshire conferences and therefore had also come into contact with Charlie Manger and Charlie Manger himself at a certain point entrusted him with part of his money to invest in the Asian market through his fund Himalaya Capita with which Lilou makes herself known to the general international public and obtains great results.
One of Lilou's famous investments, for example, is that of Timberland shares, on which there is a lot of documentation in network in which he manages to obtain extraordinary results if we look at Lilù's portfolio we realize the profound cultural influence received from Warren Buffett is a very concentrated portfolio in which you see there are a few positions in which Lilou divides his own capital therefore an investor who likes to stay a bit on the sidelines does not like to let's say show off too much but is certainly among the most skilled investors in the world and who is part of that niche of investors like Monich Pabrai Bill Hackman are very focused investors who, based on the teachings of Warren Buffett and Charlie Manger, believe that the skill in investing is not so much in diversification at all costs intended as a lifeline but rather in knowing how to choose activities that have a mot a moat that makes them prevail over the competition.
So a great investor who we will hear about again because in fact he is quite young let's say he is not he is not he is not he is not old he was born in '66 if I'm not mistaken and who is attracting world attention precisely for his great intelligence meanwhile he manages to graduate simultaneously in three disciplines therefore he obtains three degrees at the same time while living in a house with other students and then with student loans investing he already manages to generate the first million dollars and then later manages to expand and obtain that 36% annual for several years which precisely puts him as one of the best investors in existence Let me know what you think leave a like if you were interested in the video and we'll see you for future content
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