The Rob Vinall Podcast
Robert VinallRob explores topics around value investing and business.
| Publishes | Monthly | Episodes | 36 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Categories | BusinessInvesting | ||||
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In his half-year letter, Rob discusses:
Business Owner's "Big Five" investments;
Why the portfolio looks different to traditional funds;
The unsuccessful investment in Ryman Healthcare: mistakes made and lessons learned;
And, whether the AI boom ... more
Rob describes a recent trip he made to China, Japan and the US and discusses what he learned.
As the trip started shortly after President Trump declared Liberation Day on 2 April, the trade war and tariffs were a recurring topic of the trip.
The ... more
In his 2024 letter to co-investors, Rob discusses:
* What a near 50% drawdown feels like
* Six investments in China
* One new investment in the energy sector
* Business and the moral high ground
Panel Discussion at RV Capital's Annual Gathering in Engelberg on 12 January 2025 with Graham Rhodes, Yixin Li, Fred Lui and Sofia Hou.
Show Notes Li Lu Talk referenced by Graham: mp.weixin.qq.com/s/nwdP3GR-H8-m94NUnlsM-g
Fred's letter on ... more
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Apple Podcasts | #225 |  Germany/Business/Investing |
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Frequently Asked Questions About The Rob Vinall Podcast
What is The Rob Vinall Podcast about and what kind of topics does it cover?
The content primarily revolves around value investing, with a strong emphasis on the intersection of business and investment practices. Frequent discussions include the performance of various investment funds, the implications of geopolitical developments on global markets, and the strategic decisions behind investment opportunities. Unique elements include personal anecdotes from the host's travels and experiences in international business, providing the audience with not only financial insights but also with the context behind market dynamics. Engaging panels consisting of experts in the finance industry are often featured, discussing diverse perspectives on investment challenges and opportunities, especially concerning regions like China... more
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Which podcasts are similar to The Rob Vinall Podcast?
These podcasts share a similar audience with The Rob Vinall Podcast:
1. Value Investing with Legends
2. Behind the Balance Sheet
3. We Study Billionaires - The Investor’s Podcast Network
4. The Intrinsic Value Podcast - The Investor’s Podcast Network
5. Talking Billions with Bogumil Baranowski
How many episodes of The Rob Vinall Podcast are there?
The Rob Vinall Podcast launched 5 years ago and published 36 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on The Rob Vinall Podcast?
Recent guests on The Rob Vinall Podcast include:
1. Malcolm Clarke
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