By Jacob Wolinsky. Originally published at ValueWalk.
Columbia MBA- Greenwald Class: Li Lu (2006)
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unfortunately what I’m doing today19:17you know I no longer talk about what we19:21own so I pick up a couple of examples of19:23what I owned in the past you know I19:25started this business in late 97 and you19:30know along the way being through a19:32couple really traumatic events you know19:36one is sort of the Asian financial19:38crisis and then the technology bubble a19:41couple of the different things but you19:42know those period of a time you tend to19:45have more interesting opportunities let’s start with them let’s go back to19:5298 so it was a fall in 98 and I tell you19:58the search that I go through are very20:00simple because I’m interesting all sorts20:02of different business I usually just get20:04a menus you know I got hooked a tube a20:08new line while I was a student here you20:11know every issue as it comes out I just20:13you know love to read the whole thing20:15from beginning to end because that’s20:18really the best kind of education if you20:22want to have an encyclopedia knowledge20:25base and data base20:27which you have to so just to go through
20:30that to page after page after page is20:33just enormous ly helpful and the first20:36thing I always this check is sort of the20:38new low list you know that the new kind20:41of a low is that blow close the PLO is20:43available that really attract me more20:46than the new high list now this actually20:49I don’t have any more of my copies I get20:53rid of that so I asked them for reprint20:55and the number is not right I mean I was20:58looking more of somewhere around to I21:01think it’s a September or something
unfortunately what I’m doing today19:17you know I no longer talk about what we19:21own so I pick up a couple of examples of19:23what I owned in the past you know I19:25started this business in late 97 and you19:30know along the way being through a19:32couple really traumatic events you know19:36one is sort of the Asian financial19:38crisis and then the technology bubble a19:41couple of the different things but you19:42know those period of a time you tend to19:45have more interesting opportunities let’s start with them let’s go back to19:5298 so it was a fall in 98 and I tell you19:58the search that I go through are very20:00simple because I’m interesting all sorts20:02of different business I usually just get20:04a menus you know I got hooked a tube a20:08new line while I was a student here you20:11know every issue as it comes out I just20:13you know love to read the whole thing20:15from beginning to end because that’s20:18really the best kind of education if you20:22want to have an encyclopedia knowledge20:25base and data base20:27which you have to so just to go through20:30that to page after page after page is20:33just enormous ly helpful and the first20:36thing I always this check is sort of the20:38new low list you know that the new kind20:41of a low is that blow close the PLO is20:43available that really attract me more20:46than the new high list now this actually20:49I don’t have any more of my copies I get20:53rid of that so I asked them for reprint20:55and the number is not right I mean I was20:58looking more of somewhere around to I21:01think it’s a September or something
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