In his recent Q&A session, Rob Vinall of RV Capital discusses his sell strategy and mistakes he’s made in selling winners when they become overvalued. Here’s an excerpt from the session: Vinall: So the question is on sort of when to sell. I really think the best sell decisions I’ve … Read More
Rob Vinall: Moat vs Execution
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
Rob Vinall: The Most Important Factor In Investing
In this interview with Good Investing, Rob Vinall discusses the most important factor in investing. Here’s an excerpt from the interview: But what I realized over time was that although I do my best to be a diligent analyst, a lot of the stuff you don’t really see from the … Read More