Rob Vinall of RV Capital (www.rvcapital.ch) performed with 18,5% return per annum since 2008. We had the opportunity to talk to him in Switzerland in March. Here you can find our second English interview: • What is a good Investm... . A German interview is also available: • Wie ist Rob Vinall zum...
Here is the transcript of the interview: www.good-investing.net/2021/0...
Our English speaking audience gets to know Rob Vinall
00:00 Welcome message
01:30 Rob explains to us how a typical year of him looks like
02:37 Traveling
03:08 Growing his business
05:38 Does AUM growth limit you?
06:23 Dealing with mistakes
08:25 What is a mistake?
09:28 Nvo Nordisk and Baidu
12:07 Chinese internet stocks
13:18 The importance of management
14:48 Trustworthiness of management
15:57 Filtering managers
17:22 Grenke's management
19:13 Other examples for good managers
20:40 Corporate culture
21:56 Management and culture of Facebook
24:34 Reflexivity in his process
You can find Rob's letters after logging in here: www.rvcapital.ch
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🙏🏻 Say thank you: www.good-investing.net/thank-...
📃 Disclaimer: www.good-investing.net/imprin...
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