The Rob Vinall Podcast

Jan 16 2025 33 ep. 42 mins 50
The Rob Vinall Podcast artwork

Rob explores topics around value investing and business.

  Business
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Is China Investable? Panel at RV Capital's 2025 Annual Gathering

Jan 16 2025 54 mins  
Panel 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 Graham: https://mp.weixin.qq.com/s/nwdP3GR-H8-m94NUnlsM-g Fred's letter on China: https://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2021-Q2.pdf Blog referenced by Fred: htt

Women-in-Investing Panel at RV Capital's 2025 Annual Gathering

Jan 16 2025 36 mins  
Amelie 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

Jan 16 2025 40 mins  
Rob 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

Jan 16 2025 91 mins  
Rob 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

Jan 16 2025 55 mins  
Rob 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

Oct 01 2024 43 mins  
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

A Postcard from East Africa

Aug 22 2024 33 mins  
In 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, Rob discusses what he saw and what he learned. The main topics discussed are the region's cities, economies, and stock markets, corruption, freedom, Chinese and Western money, foreign aid, entrepreneursh

Five Moat Myths

May 28 2024 42 mins  
This 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 that may be incorrect. Rob first spoke at the Value Investor Conference in May 2014 when he discussed the topic of valuation in a talk called Mistakes of Omission. Rob spoke the second time in 2017 when h

My 2024 Postcard from the USA

May 12 2024 29 mins  
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. If you would like to leave a tip to cover the cost of the postage stamp on this postcard, please use this link.

My 2024 Postcard from China

Apr 16 2024 21 mins  
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.