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Rob reads out his 2020 Investor letter. The Letter includes:
- A discussion of the short attack on Grenke;
- Some further thoughts on investing in early-stage listed businesses in the context of our recent investment in Slack;
- A critical look at the concept of margin of safety;
- A discussion of the pros and cons of being contrarian;
- How I got podcasting "religion";
- Why RV Capital's 2021 Annual Gathering will not be on Zoom.
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