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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 pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
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…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
…
continue reading
Welcome to The Clever Investor Show, where your host, Cody Sperber, a seasoned real estate investor and educator, becomes your definitive source for everything in real estate investing and entrepreneurship. Each episode features conversations with giants in the industry like Grant Cardone, known for his real estate investor status; Wes Watson, sharing strategies for success; Eric Spofford, focusing on business growth and niche real estate markets; Pace Morby, a creative financing expert; and ...
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
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continue reading
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