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00:00:00 – 00:08:12
In the video, Chinese investor Li Lu's $20 billion stock portfolio through Himalaya Capital Management is discussed, with key US holdings in Bank of America, Alphabet, and Berkshire Hathaway. Detailed are Lelu's profitable investments in well-known companies, including his strategic approach to adding to positions. It is mentioned that Lelu has made smart investments in companies like East West Bank Corp, Apple, BYD, Tencent, and other Chinese tech giants. The video also touches on Lelu's past successful investments and exits in various companies, showcasing his investment strategy and partnerships. The overall theme emphasizes Lelu's successful investment track record and his strategic approach to investing in both US and Chinese markets.
00:00:00
In this segment of the video, it is discussed how a Chinese investor, Lelu, has a $20 billion stock portfolio through Himalaya Capital Management. His top US holdings include Bank of America, Alphabet (parent company of Google), and Berkshire Hathaway. Bank of America is his largest holding at 29%, Alphabet makes up 38% of his portfolio, and Berkshire Hathaway has a $375 million investment. Lelu strategically adds to these positions, aiming to take advantage of price differences and mispricings in these well-known companies. Overall, his investments have been profitable, with gains seen in Alphabet and Berkshire Hathaway.
00:03:00
In this segment of the video, it is discussed how investor Lelu became a millionaire before graduating from Colombia thanks to his investments. Although he was considered a top candidate to succeed Warren Buffett at Berkshire Hathaway, he chose to continue running his own fund. Lelu’s fifth largest holding is East West Bank Corp, which he has invested over $200 million in and has seen good performance since 2023. Additionally, Lelu also holds a significant stake in Apple. Furthermore, Lelu has investments in China, notably in Postal Savings Bank of China, the fifth largest bank in China, valued at around $19 per share.
00:06:00
In this part of the video, the speaker discusses the Chinese stocks owned by investor Li Lu, highlighting his significant positions in companies like BYD, Tencent, and other Chinese tech giants. Li Lu’s successful investments in BYD and Tencent are detailed, as well as his past holdings and exits in companies like Alibaba, Weibo, and Cina Corp. The mention of Li Lu’s collaboration with Monish P on the Micron position is also highlighted. The summary emphasizes Li Lu’s investment strategy and notable stock picks, encouraging viewers to explore his insights further through his articles and interviews.