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RV Capital's Letter to Co-Investors for the First Half of 2022
Manage episode 336953049 series 3270506
Content provided by Robert Vinall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robert Vinall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
28 episodes
Share
Manage episode 336953049 series 3270506
Content provided by Robert Vinall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robert Vinall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
28 episodes
All episodes
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Similar to The Rob Vinall Podcast
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
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…
continue reading
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…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
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…
continue reading
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continue reading
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