| Name |
Company |
Ticker |
Time Period |
Industry |
Category |
Summary |
Total Return |
CAGR |
Source |
Star |
| Li Lu |
Lukoil |
MCX:LKOH |
1993-1998 |
Russian Oil |
Political/Distressed |
Special situation + Crisis shopping, buying proven reserve at $0.10/barrel |
1000% |
60% |
San Francisco State University 2012 |
* |
| Li Lu |
Timberland |
NYSE:TBL |
1998-2000 |
Shoes |
Wonderful Brand/Legal |
5x PE, growth, uncommunicative management (turns out high integrity) |
700% |
265% |
Columbia Business School 2006 |
* |
| Li Lu |
BYD (Build Your Dreams) |
SHE:002594 |
2002-Present |
Chinese Batteries and EVs |
Wonderful Management |
Miracle? Undiscussed publicly |
5000% |
20% |
- |
* |
| Li Lu |
Hyundai Department Stores |
NASDAQ:ISCA | 2004-2007 |
Korean Conglomerate |
Sum of Parts |
Trading for under cash, 2x PE, ridiculous amount of hidden assets |
500% |
50% |
Columbia Business School 2006 |
* |
| Li Lu |
Megastudy |
KOSDAQ:072870 |
2004-2008 |
Korean Online Tutoring |
Contrarian |
8x PE, industry leader in an important pubescent industry, |
600% |
60% |
Columbia Business School 2012 |
* |
| Li Lu |
Amorepacific |
KRX:090430 |
2012-2016 |
Korean Cosmetics & Skincare |
Special Situation |
Preferred shares trading like bonds, but were basically equities |
1000% |
60% |
Columbia Business School 2012 |
* |
| Li Lu |
Kweichow Moutai |
SHA:600519 |
- |
Alcohol |
Wonderful Brand/Contrarian |
Undiscussed publicly |
- | - | - | * |