Rob Vinall: Moat vs Execution

Johnny HopkinsRob VinallLeave a Comment

In his latest 2021 Co-Investor Letter, Rob Vinall discusses moat vs execution. Here’s an excerpt from the letter: Ben Graham famously said: Investment is most intelligent when it is most business-like. The quote resonated so strongly with me that it is part of the reason why I called my fund … Read More