Ranked #1
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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23mins
Ranked #2
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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27mins
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Ranked #3
RV Capital's Letter to Co-Investors for the First Half of 2022
RV Capital's Letter to Co-Investors for the First Half of 2022
RV Capital's first half letter for 2022 contains discussions of: Organisational changes at RV Capital; How I have dealt... Read more
7 Aug 2022
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50mins
Ranked #4
Panel Discussion for Emerging Managers
Panel Discussion for Emerging Managers
This is a live recording of a panel discussion for emerging managers at RV Capital's 2022 Annual Gathering in Engelberg,... Read more
9 Apr 2022
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51mins
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Ranked #5
Fireside Chat with MITIMCo's Joel Cohen and Rob Vinall
Fireside Chat with MITIMCo's Joel Cohen and Rob Vinall
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
9 Apr 2022
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48mins
Ranked #6
Fireside Chat with ShawSpring Partners Founder Dennis Hong and Rob Vinall
Fireside Chat with ShawSpring Partners Founder Dennis Hong and Rob Vinall
This is a live recording of the fireside chat between Dennis Hong and Rob Vinall at RV Capital's 2022 Annual Gathering i... Read more
9 Apr 2022
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42mins
Ranked #7
Fireside Chat with Trupanion CEO Darryl Rawlings and Rob Vinall
Fireside Chat with Trupanion CEO Darryl Rawlings and Rob Vinall
This is a live recording of the fireside chat between Darryl Rawlings and Rob Vinall at RV Capital's 2022 Annual Gatheri... Read more
9 Apr 2022
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51mins
Ranked #8
Q&A with Rob Vinall at RV Capital's 2022 Annual Gathering
Q&A with Rob Vinall at RV Capital's 2022 Annual Gathering
This is a live recording of Rob's Q&A at RV Capital's 2022 Annual Gathering in Engelberg, Switzerland on 26 March 20... Read more
9 Apr 2022
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1hr 34mins
Ranked #9
RV Capital's 2021 Co-Investor Letter
RV Capital's 2021 Co-Investor Letter
RV Capital's 2021 letter contains a discussion of our recent investment in Carvana, an e-commerce platform for buying an... Read more
30 Jan 2022
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26mins
Ranked #10
RV Capital's Letter to Co-Investors for the 2021 Half-Year
RV Capital's Letter to Co-Investors for the 2021 Half-Year
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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41mins
