| Name | Company | Ticker | Time Period | Industry | Category | Summary | Total Return | CAGR | Source | Author's Pick |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 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 | - | - | - | * |