domains / families / business / li-lu-value

li-lu-value

separate

Use when evaluating Li Lu-style value investments: circle of competence, long-term compounding, deep research, conservative downside, China/global quality businesses, and concentrated ownership.

When to use

• Long-term quality/value analysis
• China or global compounder review
• Business owner mindset and downside-first underwriting
• Concentrated portfolio decision

When not to use

• Investing outside competence
• Ignoring governance and jurisdiction risk
• Using short-term price action to override business truth

Skill page

Source