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RV Capital's 2023 Letter to Co-Investors

The Rob Vinall Podcast

CHAPTER

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.

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