The Rob Vinall Podcast Robert Vinall

Rob discusses a recent trip to the US and reflects on what he saw in the places he visited and what he heard from the people he met.

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Rob discusses his recent trip to China. He reflects on what he saw when travelling through four megacities and what he heard in conversations with friends, fellow investors, business people, and artists.

In his 2023 letter to co-investors, Rob discusses:


The perils of reading too much into recent experience


The current sentiment towards China


A new investment in PDD Holdings

Rob Vinall moderates the Capital Allocator panel at RV Capital's 2024 Annual Gathering in Engelberg on the 14th of January 2024.

The panel members are:
Jason Matz: GHR Foundation
Thomas Berchtenbreiter: BTV Beteiligungsverwaltung
Sargent McGowan: UVIMCO (University of Virginia)

Amelie Vinall moderates a Women in Investing panel at RV Capital's 2024 Annual Gathering in Engelberg on the 14th of January 2024.

The panel members are:
Alex Douglas: Investure
Fatima Dickey: Lagoda Investment Management
Sofia Hou: Investment manager from Boston

Rob Vinall moderates a panel at RV Capital's 2024 Annual Gathering in Engelberg on the 14th of January 2024.

The panel members are:
Tim Liu: Meditation Capital
Fred Saland: Oxylus Capital
Joan Esteve Manasanch: Gesinter SGIIC