Panel Discussion at RV Capital's Annual Gathering in Engelberg on 12 January 2025 with Graham Rhodes, Yixin Li, Fred Lui and Sofia Hou. Show Notes Li Lu Talk referenced by Graham: https://mp.weixin.qq.com/s/nwdP3GR-H8-m94NUnlsM-g Fred's letter on China: https://www.haydencapital.com/wp-content/uploads/Hayden-Capital-Quarterly-Letter-2021-Q2.pdf Blog referenced by Fred: https://www.baiguan.news/ Rob's book recommendation: "The Battle of Bretton Woods" by Benn Steil

Amelie hosts the panel "Women in Investing" at RV Capital's Annual Gathering in Engelberg on 12 January 2025 with April Li, Cynthia Maasry and Franziska Reh.

Rob does a mountainside chat with Will Thorndike, private equity investor and author of "The Outsiders", at RV Capital's Annual Gathering in Engelberg on 12 January 2025.

Rob and Andreas' Q&A at RV Capital's Annual Gathering in Engelberg on 11 January 2025.

Rob does a mountainside chat with Will Lundin, CEO of International Petroleum, at RV Capital's Annual Gathering in Engelberg on 11 January 2025.

Norman Rentrop, a revered mentor in the investment sector, joins the discussion to illuminate his insights on strategic investments. They delve into the impressive NAV growth of the Business Owner Fund and the significance of a new KVG. A fascinating new investment in International Petroleum is unveiled, alongside three bold ventures in China. The conversation shifts to the complexities of ESG investing, critiquing its discrepancies between theory and practice while proposing a more pragmatic governance approach.

Rob's journey through East Africa reveals vibrant cities filled with potential and stark economic disparities. He delves into the contrast of poverty and emerging infrastructure, reflecting on the impact of population growth. The discussion sheds light on corruption, improving visa conditions, and the complex interplay of local entrepreneurship and foreign investments. With a focus on innovations like M-Pesa, Rob highlights a youthful population poised for growth, alongside the challenges of governance and transparency in the region.

Rob, Speaker at Bob Miles' Value Investor Conference, discusses the Five Moat Myths in investing, challenging common beliefs. Topics covered include career beginnings, investing strategies, different types of moats, and analyzing businesses for successful investments. The talk emphasizes the importance of management talent, integrity, and the impact of competitive advantages on a company's success.

The podcast explores Rob's observations and reflections from his recent trip to the US, touching on topics such as freedom, homelessness, global influence, US presidential election, work ethics, gun culture, and tipping in America.

Rob discusses his recent trip to China. He reflects on what he saw when travelling through four megacities and what he heard in conversations with friends, fellow investors, business people, and artists.