Rob Vinall interviews Wix COO Nir Zohar in front of a live audience at RV Capital's 2024 Annual Gathering in Engelberg on the 13th of January 2024

The podcast discusses the challenges of beating the market in the long term and provides countermeasures for investors. It emphasizes the importance of independent thinking, thorough research, and understanding psychological biases. It also explores the qualities of a good investment idea and highlights the impact of social media on investment returns.

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.

Impressions from my first trip back to China after the pandemic. Topics discussed include: The increasing liveability of China's major cities; City planning in China; China's decoupling from the rest of the world; Battery Electric Vehicles; Competition; Politics and Macro; and my response to the question: Is China Investable?

The letter contains a discussion of the following topics: An update on my health situation; A discussion of health data and privacy; A (I hope premature) post mortem of our investment in Carvana; Lessons learned from the Investment in Carvana; A defence of doing things differently.

RV Capital's first half letter for 2022 contains discussions of: Organisational changes at RV Capital; How I have dealt with the drawdown; Surging inflation; Rising interest rates and their implication for investing in long-duration cash flows; The fund’s exposure to tech stocks; War in Ukraine; and Taiwan and its implication for investing in Chinese companies And the development of our largest investments

This is a live recording of a panel discussion for emerging managers at RV Capital's 2022 Annual Gathering in Engelberg, Switzerland on the 27th of March 2022. The members of the panel are Claudine Innes, who is responsible for manager selection at a single family office based in Bilbao; James Ferguson, Partner at Global Endowment Management, an investment company based in Charlotte; and Patrick Maurenbrecher, co-founder of Kontora, a multi family office based in Hamburg. The discussion contains lots of practical advice for emerging managers looking to start their own investment firm. The chat is also available as a video at https://youtu.be/HiXXWhmbE-Q https://www.globalendowment.com/our-team#james-ferguson https://www.kontora.com/en/kontora/your-advisors/

This is a live recording of the fireside chat between Joel Cohen and Rob Vinall at RV Capital's 2022 Annual Gathering in Engelberg, Switzerland on the 27th of March 2022. Joel works at MITIMCo, the investment management company of Cambridge-based university MIT. Joel also started the website emergingmanagers.org. The interview contains lots of practical advice for investors looking to start their own investment management firm. The chat is also available as a video at https://youtu.be/iZSQcLhgiwo https://mitimco.org/emerging-managers/ https://emergingmanagers.org/

This is a live recording of the fireside chat between Dennis Hong and Rob Vinall at RV Capital's 2022 Annual Gathering in Engelberg, Switzerland on the 27th of March 2022. Dennis is the founder and CEO of ShawSpring Partners, a Boston based investment firm founded in 2014.  The interview is also available as a video recording at https://youtu.be/vIgXfFAS8gU

This is a live recording of the fireside chat between Darryl Rawlings and Rob Vinall at RV Capital's 2022 Annual Gathering in Engelberg, Switzerland on the 26th of March 2022. Darryl is the founder and CEO of Trupanion, a pet health insurer based in Seattle, USA.