RWH072: The Making of A Money Master w/ Rob Vinall

In this episode, 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.

IN THIS EPISODE YOU’LL LEARN:

(00:00:00) Intro

(00:03:54) How Rob Vinall vaulted himself out of humble circumstances

(00:14:26) Why he disliked working at Goldman Sachs

(00:17:12) How he taught himself to invest during the dotcom crash

(00:24:20) How Berkshire Hathaway’s annual meeting changed his life

(00:27:39) How he launched a fund with no staff, no office & no track record

(00:41:22) What he learned from Warren Buffett’s relationship with Ajit Jain

(00:50:19) What qualities Rob looks for in outlier CEOs

(01:01:03) Why he admires Mark Zuckerberg & disagrees with Meta’s critics

(01:03:21) How Rob’s thinking about business moats has evolved