A Postcard from China
A Postcard from China
Impressions from my first trip back to China after the pandemic. Topics discussed include: The increasing liveability o... Read more
25 Jul 2023
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RV Capital's Letter to Co-Investors in the Business Owner Fund for 2022
RV Capital's Letter to Co-Investors in the Business Owner Fund for 2022
The letter contains a discussion of the following topics: An update on my health situation; A discussion of health data... Read more
12 Jan 2023
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This is a live recording of the fireside chat between Joel Cohen and Rob Vinall at RV Capital's 2022 Annual Gathering in... Read more
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RV Capital's 2021 Co-Investor Letter
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RV Capital's 2021 letter contains a discussion of our recent investment in Carvana, an e-commerce platform for buying an... Read more
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RV Capital's Letter to Co-Investors for the 2021 Half-Year
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Why investors are overestimating the impact of regulation in China; Some parallels to a prior market panic; New invest... Read more
30 Aug 2021
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