In his 2024 letter to co-investors, Rob discusses:<ul> <li>What a near 50% drawdown feels like</li> <li>Six investments in China</li> <li>One new investment in the energy sector</li> <li>Business and the moral high ground</li></ul>

In his 2024 letter to co-investors, Rob discusses: What a near 50% drawdown feels like Six investments in China One new investment in the energy sector Business and the moral high ground

RV Capital's 2024 Letter to Co-Investors

Rob explores topics around value investing and business.

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RV Capital's 2024 Letter to Co-Investors

RV Capital's 2024 Letter to Co-Investors

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