The Making of a Star Investor w/ Rob Vinall (RWH072)
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摘要
William Green speaks with Rob Vinall, an English hedge fund manager with a terrific track record. Since launching his Business Owner Fund in 2008, he’s racked up stellar annualized returns of 15.5%. Rob almost never gives interviews but speaks in depth here about the principles & practices that have driven his success in the 20 years since he founded his firm, RV Capital—not least, his habit of betting on CEOs who view their business as their life’s work.
What you'll learn here:
00:00:00 - Intro
00:03:46 - How Rob Vinall vaulted himself out of humble circumstances
00:14:18 - Why he disliked working at Goldman Sachs
00:17:02 - How he taught himself to invest during the dotcom crash
00:24:12 - How Berkshire Hathaway’s annual meeting changed his life
00:29:24 - How he launched a fund with no staff, no office & no track record
00:38:56 - What he learned from Warren Buffett’s relationship with Ajit Jain
00:47:52 - What qualities Rob looks for in outlier CEOs
00:58:30 - Why he admires Mark Zuckerberg & disagrees with Meta’s critics
01:00:43 - How Rob’s thinking about business moats has evolved
01:02:14 - Why he’s betting a third of his assets on out-of-favor Chinese stocks
01:14:09 - Why today’s momentum-driven market is ideal for long-term investors
01:25:32 - How he survived the most traumatic year of his life
01:37:31 - What drives him after 20 years of investment success
01:42:13 - How to handle being rich without wrecking your kids
Transcript & Guest Info: https://www.theinvestorspodcast.com/richer-wiser-happier/the-making-of-a-money-master-w-rob-vinall/
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▶️ Related Episodes:
- How to Find Hidden Investment Treasures w/ Christopher Begg: https://youtu.be/z2CBNU8fgv8
- Winners Keep Winning w/ Billionaire Terry Smith: https://youtu.be/CyTgOuuyLUQ
- Investing Calmly Amid the Storm w/ Christopher Begg: https://youtu.be/Lyz3BhOYU6E
📖 Books Mentioned:
- The Intelligent Investor by Benjamin Graham: https://amzn.to/4y76FMI
- The Snowball by Alice Schroeder: https://amzn.to/4y21a1R
- Richer, Wiser, Happier by William Green: https://amzn.to/4bEWCFr
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⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor's Podcast Network. Written permission must be granted before syndication or rebroadcasting.
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