Rob reads out his 2020 Investor letter. The Letter includes:

A discussion of the short attack on Grenke;

Some further thoughts on investing in early-stage listed businesses in the context of our recent investment in Slack;

A critical look at the concept of margin of safety;

A discussion of the pros and cons of being contrarian;

How I got podcasting "religion";

Why RV Capital's 2021 Annual Gathering will not be on Zoom.

Podden och tillhörande omslagsbild på den här sidan tillhör Robert Vinall. Innehållet i podden är skapat av Robert Vinall och inte av, eller tillsammans med, Poddtoppen.