What a great read. Thank you 🙏🏽 maybe you can do a write up on the bet he made and turned it into half a billion through Li Lu.... I know the story vaguely if had read a magazine I think it was Barons for 50 years it was a cigar but also.... Anyways ended up turning 80 million to 140 million giving it Li Lu who turned it into 500 million that was at the time I know he spoke about it and also monish prabai has also told the story a few times s
3000% return in 2 years - ok, you’ve got my attention…
That's the one! I look forward to reading it carrry on with the good work 👍🏽
The legend! One of my biggest inspirations
Awesome write-up, Noel! Love reading this!
Thanks, Brian. I'm happy to hear that!
What a great read. Thank you 🙏🏽 maybe you can do a write up on the bet he made and turned it into half a billion through Li Lu.... I know the story vaguely if had read a magazine I think it was Barons for 50 years it was a cigar but also.... Anyways ended up turning 80 million to 140 million giving it Li Lu who turned it into 500 million that was at the time I know he spoke about it and also monish prabai has also told the story a few times s
Thank you, I’m happy you liked it!
I was reading about that story too, and I actually have a rough draft on it. I think you mean his Tenneco investment.
I can’t say for sure when I’ll turn it into a full write-up. I have two other stocks I want to cover first, but maybe after that.
I actually really enjoy doing these write-ups.
Does Value Investing means at 0% growth and Growth Investing means at 0 value?
Certainly not.
Value Investing and Growth investing are not independent.
They coexist in a stock.
A stock always have a value (-ve or +be) and growth (-ve or +ve).
Forcily categorizing investing into value and growth is irrational.
An investor shall weight both value, quality and growth together.
Interestingly I also have the same regret over an investment that made me 3300% over 14 months: why I didn’t buy more?
Nice write up!
Ahmazing!