RV Capital Investor Day & Emerging Manager Day 2017 [Videos]

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RV Capital Investor Day & Emerging Manager Day 2017 [Videos]
Image source: YouTube Video Screenshot


Rob describes how he became a fund manager and some lessons picked up on the way.

2016 Hedge Fund Letters

RV Capital Emerging Manager Day 2017 – Part 1

RV Capital Emerging Manager Day 2017 – Part 2

Rob moderates Q&A with a panel of investors drawn from family offices and endowments.

David Einhorn At The 2021 Sohn Investment Conference: Buy These Copper Plays

david einhorn, reading, valuewalk, internet, investment research, Greenlight Capital, hedge funds, Greenlight Masters, famous hedge fund owners, big value investors, websites, books, reading financials, investment analysis, shortselling, investment conferences, shorting, short biasThere's a gold rush coming as electric vehicle manufacturers fight for market share, proclaimed David Einhorn at this year's 2021 Sohn Investment Conference. Check out our coverage of the 2021 Sohn Investment Conference here. Q1 2021 hedge fund letters, conferences and more SORRY! This content is exclusively for paying members. SIGN UP HERE If you Read More


RV Capital Investor Day 2017 – Question on RV’s competitive advantage

RV ID 2017 – Question on when to sell

RV ID 2017 – Question on innovation

Question on innovation and the opportunity set in large vs. small companies

RV ID 2017 – Question on Baidu, Google and Tencent

Question on Baidu which led to a discussion of Google and Tencent

RV ID 2017 – Question on Trupanion

RV ID 2017 – Question on paying a high multiple for Facebook

RV ID 2017 – Questions on Novo, and India and China

A two part question on Novo and the risk of commoditisation in the insulin space, and one on investment opportunities in India and China

RV ID 2017 – Questions on identifying innovation and Grenke

A two part question on innovation and how to identify it ahead of time, and on Grenke

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