Rob discusses his recent trip to China. He reflects on what he saw when travelling through four megacities and what he heard in conversations with friends, fellow investors, business people, and artists ..read more

In his 2023 letter to co-investors, Rob discusses: The perils of reading too much into recent experience The current sentiment towards China A new investment in PDD Holdings ..read more

Rob Vinall moderates the Capital Allocator panel at RV Capital's 2024 Annual Gathering in Engelberg on the 14th of January 2024. The panel members are: Jason Matz: GHR Foundation Thomas Berchtenbreiter: BTV Beteiligungsverwaltung Sargent McGowan: UVIMCO (University of Virginia ..read more

Amelie Vinall moderates a Women in Investing panel at RV Capital's 2024 Annual Gathering in Engelberg on the 14th of January 2024. The panel members are: Alex Douglas: Investure Fatima Dickey: Lagoda Investment Management Sofia Hou: Investment manager from Boston ..read more

Rob Vinall moderates a panel at RV Capital's 2024 Annual Gathering in Engelberg on the 14th of January 2024. The panel members are: Tim Liu: Meditation Capital Fred Saland: Oxylus Capital Joan Esteve Manasanch: Gesinter SGIIC ..read more

Rob Vinall and Andreas Lechner respond to the audience's questions about the development of the Business Owner Fund at RV Capital's 2024 Annual Gathering in Engelberg on the 13th of January 2024 ..read more

Rob Vinall interviews Wix COO Nir Zohar in front of a live audience at RV Capital's 2024 Annual Gathering in Engelberg on the 13th of January 2024 ..read more

Rob reads out his 2020 Investor letter. The Letter includes: A discussion of the short attack on Grenke; Some further thoughts on investing in early-stage listed businesses in the context of our recent investment in Slack; A critical look at the concept of margin of safety; A discussion of the pros and cons of being contrarian; How I got podcasting "religion"; Why RV Capital's 2021 Annual Gathering will not be on Zoom ..read more

The topic of this memo is how hard it is to beat the market in the long term, why this is the case, and ten countermeasures an investor can take ..read more

The podcast contains discussions of the following topics: A new investment in Interactive Brokers Increased investments in Meta Platforms and Ryman Healthcare Why the fund is concentrated in individual companies and what drives their weighting in the portfolio AI and Wix ..read more