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RV Capital's Letter to Co-Investors in the Business Owner Fund for the first half of 2023

The Rob Vinall Podcast

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Capital Allocation Decisions and Support for Ryman Healthcare

This chapter discusses the capital allocation decisions made in the first half of the year, particularly focusing on the support given to Ryman Healthcare, a retirement village operator. It explores the reasons behind Ryman's need for a capital increase and highlights the benefits of their financial model for residents, investors, and society.

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