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RV Capital's 2021 Co-Investor Letter
Manage episode 318998424 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 2021 letter contains a discussion of our recent investment in Carvana, an e-commerce platform for buying and selling used cars.
The letter also weighs the relative importance of moat vs execution. It makes the argument that investors perhaps overestimate the importance of competitive advantage when evaluating companies. Execution is everything.
28 episodes
Share
Manage episode 318998424 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 2021 letter contains a discussion of our recent investment in Carvana, an e-commerce platform for buying and selling used cars.
The letter also weighs the relative importance of moat vs execution. It makes the argument that investors perhaps overestimate the importance of competitive advantage when evaluating companies. Execution is everything.
28 episodes
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Similar to The Rob Vinall Podcast
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