The Rob Vinall Podcast

RV Capital's Letter to Co-Investors in the Business Owner Fund for the first half of 2023

Sep 5, 2023
The podcast discusses new investments in Interactive Brokers, increased investments in Meta Platforms and Ryman Healthcare. It also explores why the fund is concentrated in individual companies and what drives their weighting in the portfolio. Additionally, there is a discussion on AI and its impact, as well as the fear of AI replacing website software. The podcast also announces Aavee Capital's annual gathering with special guest, Nia Zohar from Wix.
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 3min
2
Interactive Brokers: A Pioneer in Electronic Trading
03:14 • 5min
3
Retaining earnings, attractive valuation, and investment in meta
08:32 • 6min
4
Capital Allocation Decisions and Support for Ryman Healthcare
14:58 • 8min
5
Genesis of Key Points: Betting Big, In-Depth Research, and Dealing with Difficult Individuals
23:01 • 7min
6
AI Progress and its Impact on Companies, Fear of AI Replacing Website Software, and Announcement of Aavee Capital's Annual Gathering
30:31 • 3min