#1
Moat Analysis
"Identify businesses with sustainable competitive advantages. The moat protects your investment."
Invest in businesses with sustainable competitive moats protecting long-term profits.
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Li Lu📌 Business Quality
Li Lu's Business Quality Rules
Li Lu (born April 6, 1966) is a Chinese-American investor and founder of Himalaya Capital Management. He is one of the few fund managers to have Charlie Munger as a personal investor, and Munger has called him one of the finest investors he has ever known. Born in China during the Cultural Revolution, Li Lu was a student leader during...
3 principles·Business Quality
3 Key Business Quality Principles
#2
Management Integrity
"Invest with honest, capable management. Character matters as much as competence."
Management character and competence are equally important for investment success.
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Quality Business Criteria
"Invest in businesses with durable competitive advantages, strong cash flows, and management integrity. Quality businesses compound wealth over time and reduce downside risk."
Quality businesses compound wealth and reduce risk.
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What are Li Lu's key business quality principles?
Li Lu has 3 key principles on business quality. The most important one is "Moat Analysis" — Identify businesses with sustainable competitive advantages.
How does Li Lu apply business quality in practice?
Li Lu applies business quality through several key principles including "Moat Analysis" and "Management Integrity". These principles guide practical investment decisions and have been tested across decades of market cycles.
What makes Li Lu's approach to business quality unique?
Li Lu's approach to business quality is distinguished by a focus on long-term thinking and fundamental analysis. With 3 specific principles in this area, Li Lu provides a comprehensive framework that investors at any level can study and apply to improve their decision-making.
