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RV Capital's Letter to Co-Investors for the 2021 Half-Year

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Manage episode 313425861 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.

Why investors are overestimating the impact of regulation in China;

Some parallels to a prior market panic;

New investments in Alibaba and Salesforce.com.

  continue reading

28 episodes

Artwork
iconShare
 
Manage episode 313425861 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.

Why investors are overestimating the impact of regulation in China;

Some parallels to a prior market panic;

New investments in Alibaba and Salesforce.com.

  continue reading

28 episodes

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