The Rob Vinall Podcast RV Capital's 2023 Letter to Co-Investors
Mar 15, 2024
Rob Vinall discusses the perils of reading too much into recent experiences, the current sentiment towards China, and a new investment in PDD Holdings. Topics also include exploring knowledge and lessons in investing, adaptation and efficiency in challenging times, and analyzing Pinduoduo's expansion strategies and competitive advantage.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Exploring Knowledge and Lessons in Investing
02:33 • 3min
Adaptation and Efficiency in Challenging Times
05:06 • 11min
Pinduo Duuu's Expansion Strategies: Grocery Pickup and International Platforms
16:19 • 3min
Rapid Growth and Financial Performance of a Company
19:39 • 10min
Analyzing T-mu and Pindo Aduro's Competitive Advantage
29:33 • 7min