The Rob Vinall Podcast

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.

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

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.

The podcast contains discussions of the following topics:

Impressions from my first trip back to China after the pandemic.

Topics discussed include:

The increasing liveability of China's major cities; City planning in China; China's decoupling from the rest of the world; Battery Electric Vehicles; Competition; Politics and Macro; and my response to the question: Is China Investable?

The letter contains a discussion of the following topics:

RV Capital's first half letter for 2022 contains discussions of:

This is a live recording of a panel discussion for emerging managers at RV Capital's 2022 Annual Gathering in Engelberg, Switzerland on the 27th of March 2022. The members of the panel are Claudine Innes, who is responsible for manager selection at a single family office based in Bilbao; James Ferguson, Partner at Global Endowment Management, an investment company based in Charlotte; and Patrick Maurenbrecher, co-founder of Kontora, a multi family office based in Hamburg. The discussion contains lots of practical advice for emerging managers looking to start their own investment firm.

The chat is also available as a video at https://youtu.be/HiXXWhmbE-Q

https://www.globalendowment.com/our-team#james-ferguson

https://www.kontora.com/en/kontora/your-advisors/

This is a live recording of the fireside chat between Joel Cohen and Rob Vinall at RV Capital's 2022 Annual Gathering in Engelberg, Switzerland on the 27th of March 2022. Joel works at MITIMCo, the investment management company of Cambridge-based university MIT. Joel also started the website emergingmanagers.org. The interview contains lots of practical advice for investors looking to start their own investment management firm.

The chat is also available as a video at https://youtu.be/iZSQcLhgiwo

https://mitimco.org/emerging-managers/

https://emergingmanagers.org/

This is a live recording of the fireside chat between Dennis Hong and Rob Vinall at RV Capital's 2022 Annual Gathering in Engelberg, Switzerland on the 27th of March 2022. Dennis is the founder and CEO of ShawSpring Partners, a Boston based investment firm founded in 2014. 

The interview is also available as a video recording at https://youtu.be/vIgXfFAS8gU