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.

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.

Rob Vinall moderates the Capital Allocator panel at RV Capital's 2024 Annual Gathering in Engelberg on the 14th of January 2024. The panel members are: Jason Matz: GHR Foundation Thomas Berchtenbreiter: BTV Beteiligungsverwaltung Sargent McGowan: UVIMCO (University of Virginia)

Amelie Vinall moderates a Women in Investing panel at RV Capital's 2024 Annual Gathering in Engelberg on the 14th of January 2024. The panel members are: Alex Douglas: Investure Fatima Dickey: Lagoda Investment Management Sofia Hou: Investment manager from Boston

Rob Vinall moderates a panel at RV Capital's 2024 Annual Gathering in Engelberg on the 14th of January 2024. The panel members are: Tim Liu: Meditation Capital Fred Saland: Oxylus Capital Joan Esteve Manasanch: Gesinter SGIIC

Rob Vinall and Andreas Lechner respond to the audience's questions about the development of the Business Owner Fund at RV Capital's 2024 Annual Gathering in Engelberg on the 13th of January 2024.