About this podcast
Rob explores topics around value investing and business.
Episodes
The newest 20 of 39 episodes
- 20-Year Anniversary of RV Capital · 46 minRV Capital celebrated its 20th anniversary on 17th of August 2026. To mark the occasion, Rob looks back on six periods of his life that shaped him as a person and an investor.
- 2026 Half-Year Letter to Co-Investors · 41 minRob's half-year letter to his co-investors in the Business Owner Fund. The letter begins with an update on the fund, detailing why the portfolio's underlying progress is…
- RV Capital's 2025 Letter to Co-Investors · 44 minIn his 2025 letter, Rob discusses: A framework for selling investments; Why we sold Prosus; The idiosyncratic reason for selling PDD Holdings; Why we sold IPCO and kept Aker BP…
- RV Capital's First-Half 2025 Letter to Co-Investors · 50 minIn his half-year letter, Rob discusses: Business Owner's "Big Five" investments; Why the portfolio looks different to traditional funds; The unsuccessful investment in Ryman…
- Rob's 2025 Postcard from Around the World · 32 minRob describes a recent trip he made to China, Japan and the US and discusses what he learned. As the trip started shortly after President Trump declared Liberation Day on 2…
- RV Capital's 2024 Letter to Co-Investors · 1 h 0 minIn 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…
- Is China Investable? Panel at RV Capital's 2025 Annual Gathering · 55 minPanel Discussion at RV Capital's Annual Gathering in Engelberg on 12 January 2025 with Graham Rhodes, Yixin Li, Fred Lui and Sofia Hou. Show Notes Li Lu Talk referenced by…
- Women-in-Investing Panel at RV Capital's 2025 Annual Gathering · 37 minAmelie hosts the panel "Women in Investing" at RV Capital's Annual Gathering in Engelberg on 12 January 2025 with April Li, Cynthia Maasry and Franziska Reh.
- Mountainside Chat with Will Thorndike at RV Capital's 2025 Annual Gathering · 40 minRob does a mountainside chat with Will Thorndike, private equity investor and author of "The Outsiders", at RV Capital's Annual Gathering in Engelberg on 12 January 2025.
- Rob & Andreas' Q&A at RV Capital's 2025 Annual Gathering · 1 h 31 minRob and Andreas' Q&A at RV Capital's Annual Gathering in Engelberg on 11 January 2025.
- Mountainside Chat with Will Lundin at RV Capital's 2025 Annual Gathering · 55 minRob does a mountainside chat with Will Lundin, CEO of International Petroleum, at RV Capital's Annual Gathering in Engelberg on 11 January 2025.
- RV Capital's First-Half 2024 Letter to Co-Investors · 43 minIn 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…
- A Postcard from East Africa · 33 minIn mid-August 2024, Rob traveled to East Africa. He visited four cities (Nairobi, Mombasa, Kigali, and Kampala) in three countries (Kenya, Rwanda, and Uganda). In the postcard…
- Five Moat Myths · 43 minThis is a talk Rob gave at Bob Miles' Value Investor Conference in Omaha on 3 May 2024. The talk is called Five Moat Myths and discusses five commonly held beliefs about moats…
- My 2024 Postcard from the USA · 29 minRob 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. If you would like to leave a tip to cover…
- My 2024 Postcard from China · 21 minRob 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…
- RV Capital's 2023 Letter to Co-Investors · 37 minIn 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…
- Capital Allocator Panel at RV Capital's 2024 Annual Gathering · 48 minRob 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…
- Women-in-Investing Panel at RV Capital's 2024 Annual Gathering · 51 minAmelie 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…
- Emerging Managers' Panel Discussion at RV Capital's 2024 Annual Gathering · 42 minRob 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…
