The Rob Vinall Podcast Author: Robert Vinall Rob explores topics around value investing and business. Be a guest on this podcast Language: en Genres: Business, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

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RV Capital's First-Half 2025 Letter to Co-Investors
Saturday, 30 August, 2025

In his half-year letter, Rob discusses:Business Owner's "Big Five" investments;Why the portfolio looks different to traditional funds;The unsuccessful investment in Ryman Healthcare: mistakes made and lessons learned;And, whether the AI boom is a repeat of the dot-com bubble in the late 1990s.

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