RV Capital's first half letter for 2022 contains discussions of:
- Organisational changes at RV Capital;
- How I have dealt with the drawdown;
- Surging inflation;
- Rising interest rates and their implication for investing in long-duration cash flows;
- The fund’s exposure to tech stocks;
- War in Ukraine; and
- Taiwan and its implication for investing in Chinese companies
- And the development of our largest investments
