Mohnish Pabrai Adds Rob Vinall as an Investor to Clone (RV Capital Q3 2021 Portfolio Overview)

Описание: Mohnish Pabrai recently named Rob Vinall as an investor to watch and clone. In this video I discuss the portfolio changes and portfolio history for an up and coming super investor named Rob Vinall. Vinall runs RV Capital, which is a concentrated portfolio of long-term compounders. Vinall reminds me of a mixture of Pat Dorsey, Warren Buffett, and Terry Smith. He has trounced his benchmark and is a great investor to clone going forward. In this video I comment on some of his positions including Alibaba (BABA), Salesforce (CRM), Wix (WIX), Meta (FB), and more.

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Recommended Books (Amazon Affiliate Links):
The Little Book That Builds Wealth by Pat Dorsey - https://amzn.to/2Z106zy
Competition Demystified by Bruce Greenwald and Judd Kahn - https://amzn.to/3oaajEr
Richer, Wiser, Happier by William Green - https://amzn.to/3exTBJF
Warren Buffett: Inside the Ultimate Money Mind by Robert Hagstrom - https://amzn.to/3qosvuM

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Timestamps:
01:54 - RV Capital overview
02:44 - USA portfolio
06:13 - Portfolio activity history
09:05 - International holdings (outside of USA)

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Note: This is not investment advice! This video is for education and entertainment purposes only.