I summarize and discuss what investor Mohnish Pabrai has said in recent Q&A interviews about his friend and colleague, legendary investor Li Lu.

Timestamps:

00:00 Mohnish Pabrai on Li Lu Intro

00:20 Why Charlie Munger gave Li Lu $80 million to invest

00:55 How Li Lu became a great investor

03:11 Looking for investing anomalies

04:39 How Mohnish Pabrai got to know Li Lu

05:17 An missed opportunity from Li Lu

06:00 A captured opportunity from Li Lu: Moutai

Related content:

Investor Li Lu Buying MORE Google Stock | Why https://youtu.be/is9frHZaGYg

Mohnish Pabrai's Q&A session with the Finance Club of IIT Patna on May 10, 2023 https://youtu.be/Qgtb7LnvP6Y

The Investing with Tom Podcast #38: Monsoon Pabrai on Meeting Buffett, China Tech, Moutai and more https://youtu.be/YF1CTPViYHo

The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

Using a referral link helps support the pod, thanks!

I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.