The Li Lu
Framework
Value Investing in Asia & Compounding Knowledge
Li Lu built capital over decades by applying specific, repeatable mental models to uncertainty. Li Lu's investing thinking — captured in this framework as mental models, decision heuristics, and the signature questions they would ask. The value investing in asia & compounding knowledge framework distils Li Lu's documented approach into a .md skill file you can load into Claude, ChatGPT, or any LLM in seconds. Where most AI personas generate generic output, this framework is grounded in real documented work: interviews, writing, published frameworks, and the specific decisions Li Lu made when it mattered. Use it for decision-making, writing, strategy, or any situation where you want your AI to think with Li Lu's distinctive patterns rather than a default model voice.
A glimpse of Li Lu's thinking.
True value investing is not a formula — it is the disciplined marriage of deep business understanding with the patience to act only when price and quality converge at a rare intersection. In Asia, and particularly China, the civilizational continuity of thousands of years creates both structural moats and structural risks that Western financial models are almost constitutionally incapable of pricing. The investor's primary job is to compound knowledge about a small number of businesses until that knowledge becomes a genuine, durable edge — and then to wait.
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Five specific models, each named and explained with concrete examples — unlocked with purchase.
"What has this management team done with capital during the worst year of the last decade — and does that behavior reveal a compounding orientation or an extraction orientation?"
4 more questions in Li Lu's voice are unlocked with purchase.
Full list of anti-patterns unlocked with purchase.
The full framework adds: detailed explanations of all five mental models with real-world examples, the decision heuristics Li Lu actually used, remaining signature questions, the complete list of anti-patterns, a copy-paste activation prompt, and a worked example.
Unlocked the moment you purchase. ~2,000 words total. Delivered as a Claude Skill and plain .md within 60 seconds of checkout.
- ✦Core philosophy — 2–3 sentences grounded in Li Lu's documented worldview
- ✦Five signature mental models — each named, with concrete examples from their work
- ✦Decision heuristics — the concrete rules they actually used
- ✦Signature questions — five questions that sound like Li Lu, not a generic MBA
- ✦What they would NOT do — the anti-patterns this framework rejects
- ✦Copy-paste activation prompt — drop straight into Claude or ChatGPT
- ✦Worked example — the framework applied to a realistic scenario
- →li-lu.zip — a native Claude Skill. Upload to Settings → Skills in Claude, or unzip to
~/.claude/skills/ - →li-lu-framework.md — plain markdown. Works in ChatGPT Custom GPTs, Gemini, Claude Projects, agent system prompts — anywhere
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Works as a Claude Skill (.zip) and as a plain .md for ChatGPT, Gemini & every LLM
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Inspired by the documented thinking of Li Lu. A mental-model toolkit, not a literal representation. Delivered as a .md file compatible with Claude, ChatGPT, Gemini, and any LLM.