The Rob Vinall Podcast

Rob shares his experiences navigating a 50% market drawdown, highlighting the psychological effects of volatility. He discusses six investments in China, showcasing growth strategies of companies like Tencent and Yum China despite challenges. The conversation shifts to a new energy sector investment, analyzing undervalued opportunities like PDD and ACA BP's strengths. Competition in the Swiss grocery market is explored, focusing on ethical and efficient disruptors. Finally, there's a celebration of innovation and the importance of diverse perspectives.

Yixin Li runs a Tokyo-based equity fund focusing on China, Graham Rhodes manages Long River in Hong Kong, Fred Liu leads Hayden Capital with a long-only strategy, and Sofia Hou invests globally with a focus on China. They dive into the complexities of investing in China amidst geopolitical tensions, discussing the rapid growth of its electric vehicle market and integrated supply chains. The panel reflects on state influence, recent policy changes, and the need for enhanced domestic consumption, offering nuanced insights from their firsthand experiences.

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.

Will Thorndike, a private equity investor and author of 'The Outsiders,' shares insights into his unique investment journey and the formative experiences that shaped his approach. He discusses the challenges and rewards of board leadership in public companies while diving into the exceptional traits of outstanding CEOs who prioritize pragmatic leadership. Thorndike emphasizes the crucial role of capital allocation strategies and effective communication in assessing CEO effectiveness, shedding light on what sets high-performing leaders apart in the business world.

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.