The Rob Vinall Podcast

In his letter to co-investors for the first half of 2024, Rob discusses: A new KVG for the Business Owner Fund His mentor Norman Rentrop A new investment in International Petroleum 3(!) new investments in China The promise and failings of ESG investing

This is a talk Rob gave at Bob Miles' Value Investor Conference in Omaha on 3 May 2024. The talk is called Five Moat Myths and discusses five commonly held beliefs about moats that may be incorrect. Rob first spoke at the Value Investor Conference in May 2014 when he discussed the topic of valuation in a talk called Mistakes of Omission. Rob spoke the second time in 2017 when he discussed the topic of management in a talk called Identifying Managers with Talent and Integrity. His original plan was to talk about moats in 2020, however, the small matter of a pandemic put paid to that idea. The good news is that four additional myths occurred to him in the intervening period (vs one he had originally intended to speak about). The slides accompanying the talk are not visible on the video. They are not necessary to follow the talk, but they can be downloaded here.

Amelie Vinall moderates a Women in Investing panel at RV Capital's 2024 Annual Gathering in Engelberg on the 14th of January 2024. The panel members are: Alex Douglas: Investure Fatima Dickey: Lagoda Investment Management Sofia Hou: Investment manager from Boston

Rob Vinall and Andreas Lechner respond to the audience's questions about the development of the Business Owner Fund at RV Capital's 2024 Annual Gathering in Engelberg on the 13th of January 2024.

This is a live recording of a panel discussion for emerging managers at RV Capital's 2022 Annual Gathering in Engelberg, Switzerland on the 27th of March 2022. The members of the panel are Claudine Innes, who is responsible for manager selection at a single family office based in Bilbao; James Ferguson, Partner at Global Endowment Management, an investment company based in Charlotte; and Patrick Maurenbrecher, co-founder of Kontora, a multi family office based in Hamburg. The discussion contains lots of practical advice for emerging managers looking to start their own investment firm. The chat is also available as a video at https://youtu.be/HiXXWhmbE-Q https://www.globalendowment.com/our-team#james-ferguson https://www.kontora.com/en/kontora/your-advisors/

This is a live recording of the fireside chat between Dennis Hong and Rob Vinall at RV Capital's 2022 Annual Gathering in Engelberg, Switzerland on the 27th of March 2022. Dennis is the founder and CEO of ShawSpring Partners, a Boston based investment firm founded in 2014.  The interview is also available as a video recording at https://youtu.be/vIgXfFAS8gU

This is a live recording of Rob's Q&A at RV Capital's 2022 Annual Gathering in Engelberg, Switzerland on 26 March 2022. It features questions from both the live and online audience. The recording is also available as a video on Rob's YouTube channel. Recordings of the other sessions at the annual gathering are also available both as a podcast or on YouTube. A link to the YouTube recording is here: https://youtu.be/uGDmvRWAgy8