24 episodes
The Rob Vinall Podcast Robert Vinall
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- Business
Rob explores topics around value investing and business.
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My 2024 Postcard from China
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.
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RV Capital's 2023 Letter to Co-Investors
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 -
Capital Allocator Panel at RV Capital's 2024 Annual Gathering
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) -
Women-in-Investing Panel at RV Capital's 2024 Annual Gathering
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 -
Emerging Managers' Panel Discussion at RV Capital's 2024 Annual Gathering
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 -
Rob & Andreas' Annual Q&A at the 2024 RV Capital Annual Gathering
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.
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