<p>In his letter to co-investors for the first half of 2024, Rob discusses:</p>
<ul>
 <li>A new KVG for the Business Owner Fund</li>
 <li>His mentor Norman Rentrop</li>
  <li>A new investment in International Petroleum</li>
  <li>3(!) new investments in China</li>
  <li>The promise and failings of ESG investing

</li>
</ul>

In his letter to co-investors for the first half of 2024, Rob discusses: A new KVG for the Business Owner Fund His mentor Norman Rentrop A new investment in International Petroleum 3(!) new investments in China The promise and failings of ESG investing

RV Capital's First-Half 2024 Letter to Co-Investors

Rob explores topics around value investing and business.

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RV Capital's First-Half 2024 Letter to Co-Investors

RV Capital's First-Half 2024 Letter to Co-Investors

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