
RV Capital's 2023 Letter to Co-Investors
The Rob Vinall Podcast
Adaptation and Efficiency in Challenging Times
Exploring how companies navigated tough times by prioritizing efficiency and urgency, with examples from Kavana, Meta, and Wix showcasing improved performance through cost-conscious changes. The chapter delves into challenges like rapid growth leading to operational inefficiencies, the risks in stock markets including those in China, and the contrasting valuation perspectives between Chinese and Western companies.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.