Li Lu at the Graham & Dodd Annual Meeting | Full Highlights and Timestamps — Like and Share; Watch at Your Own Pace

0:00 Value Investing: Buy Businesses, Leave a Margin of Safety, Know Your Limits
0:55 AI: Human Oversight and Financial Discipline
2:06 A Divided Market: Opportunities Beyond the Hype
2:45 Investing in China: Understand the Goals and the Costs
3:39 Global Markets: The Cost of Exiting
4:27 US-China AI: The Technological Frontier and Customer Value
5:05 Cryptocurrency: Why Li Lu Disagrees
6:00 Performance Pressure: Does the Market Serve You or Direct You?
6:56 Long-Term Compounding: Knowledge, Trust, and Health