We had a series of three interviews with Value Investor Rob Vinall of RV Capital (www.rvcapital.ch) this March in Switzerland. Here you can find our first English interview: • How to evaluate good m... .
This is the content of the third part of our interview:
00:00 We discussed Rob's idea generation and how it changed over time. He also explained how he currently finds ideas.
At 03:08 we are talking about the filters he uses.
At 04:53 Robert Vinall explains what minimum standards he has on a country level.
At 05:15 we are talking about factors that make a company perfectly uninvestable. We also look on debt or cyclical companies.
At 07:09 Rob explains the next steps in his investment process.
At 09:22 we are talking about the role of numbers in his process.
At 10:55 Robert Vinall tells more about his preferred sources to gather information about a company.
At 12:37 we ask the question: How long does a research process usually take? Rob answers it with two examples.
At 17:13 the value investor Rob Vinall explains how he spends his time researching companies.
At 18.34 the question "How much detail is important for you?" is raised.
At 19:48 we discuss the relationship between details and key drivers and mechanisms. We also discuss some examples of this relation.
At 23:10 we are talking about selling and the reasons for selling.
At 25:24 we discuss the question "How do you track companies you have sold?".
At 26:31 Robert Vinall gives some insights into his watchlist.
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
#valueinvesting #investingprocess #investmentprocess
More
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
⭕ Apply to the Plus community: good-investing.net/plus/
🙏🏻 Join the Supporters Club: good-investing.net/supporters...
📈 IB - our recommended broker *: good-investing.net/ib/
↗️ Smartbroker - our recommended broker for Germans *: good-investing.net/smartbroker/
📶 TIKR - our data tool *: tikr.com/goodinvesting
📃 Disclaimer: good-investing.net/imprint/di...
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Affiliate Link = *