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.
36:31
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Quick takeaways
- Investing lessons emphasize long-term feedback loops over immediate results.
- PDD Holdings presents promising growth opportunities within the Chinese e-commerce landscape.
Deep dives
Performance Overview of the Business Owner Fund
The AVI Capital's 2023 letter discusses the performance of the Business Owner Fund, revealing a Net Asset Value (NAV) of 760.12 euros as of December 30, 2023. The fund saw a 44.4% increase since the beginning of the year and an impressive 666% growth since its inception in September 2008, with a compound annual growth rate of 14.3%.
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