Stock spin-offs can be very irrational priced by the market. The specialist Richard Howe helped us to understand this niche in investing. The interview was done in 2020. We made
Category: Investment philosophy
Dennis Hong, how does ShawSpring Partners define ecosystem control?
During the RV Capital Annual Meeting 2022, Rob Vinall and Dennis Hong had a chat about the evolution of ShawSpring Partners, the idea of ecosystem control and more. The following
Rob Vinall’s Q&A: building RV Capital, Carvana, Prosus & more
During RV Capital’s Annual Meeting 2022, for 90 minutes Rob Vinall answered a lot of questions of the visitors. Here you can find the transcript. We have discussed the following
20% returns annually over 21 years: What is Turtle Creek’s secret sauce?
This transcript is a transcript of a video we did record 2019 at the International Value Investing Conference in Luxembourg. Here Andrew Brenton of Turtle Creek Asset Management presented a
Chris Mayer, how to hunt 100 baggers?
Chris W. Mayer is a Value Investor and author. He has written the book “100 Baggers: Stocks That Return 100-to-1 and How To Find Them” which is an interesting read
How investing global, Pavel Begun of 3G Capital Management?
Pavel Begun of 3G Capital Management is a Global Value Investor. In our conversation we have covered his investing process and some investment examples. The interview was done in 2020.
Christopher Tsai, is investing an art? Insight of a good investor
Here you can get to know Christopher Tsai of Tsai Capital. Christopher Tsai started his fund in his early 20s. Since then he has created an impressive track record. In
The art of interviewing with In Practise (Will Barnes & Will Oliver)
Interviewing is hard. Interviewing is an art. In this discussion with Will Barnes and Will Oliver of In Practise, we have discussed the art of interviewing. Check out In Practise
Robert Vinall, what makes a good investment process?
Here you can enjoy our conversation with Rob Vinall of RV Capital. We have discussed the ingridients of a good invesstment process. This transcript is part of a series of
Robert Vinall, what is currently my biggest challenge? A Q&A
Here you can enjoy the transcript of a Q&A with Rob Vinall of RV Capital. It gives you insights into Rob’s investment approach. This transcript is part of a series
