The Rob Vinall Podcast
Rob explores topics around value investing and business.
Latest episodes
Jan 29, 2021 • 18min
A Look At Compounders Through The Lens Of "The Intelligent Investor"
What are Compounders? Why are they so popular amongst investors? And is the phenomenon sustainable?
A critical analysis using a framework suggested by Benjamin Graham in his seminal work on investing: "The Intelligent Investor".
Jan 16, 2021 • 28min
A Close Encounter with a Conspiracy Theory
A podcast about conspiracy theories, mental illness, how we evaluate information, and the lessons for investing.
Jan 13, 2021 • 12min
My Favourite Podcasts
A list of my favourite podcast shows. My preference is for shows about Tech, Health, Business and China that celebrate open and honest debate.
Jan 9, 2021 • 24min
RV Capital's 2020 Letter to Co-Investors
Rob reads out his 2020 Investor letter. The Letter includes:
A discussion of the short attack on Grenke;
Some further thoughts on investing in early-stage listed businesses in the context of our recent investment in Slack;
A critical look at the concept of margin of safety;
A discussion of the pros and cons of being contrarian;
How I got podcasting "religion";
Why RV Capital's 2021 Annual Gathering will not be on Zoom.
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