Rob Vinall: The Contrarian Gene

Johnny HopkinsRV CapitalLeave a Comment

In his latest letter, Rob Vinall of RV Capital discusses the pros and cons of a contrarian mindset as it relates to investing. Here’s an excerpt from the letter: I happened to have been born with what might be called the contrarian gene. I genuinely enjoy thinking through the other … Read More

Robert Vinall: RV Capital 10 Year Anniversary Letter

Johnny HopkinsRV CapitalLeave a Comment

We’ve just finished reading RV Capital’s 10 Year Anniversary Letter. In it Robert Vinall discusses his ‘aha’ moment as it relates to value investing, and the key determinant of an investment outcome, which he discovered while analyzing his previous investments. Here are some excerpts from that letter: The Aha Moment … Read More