Скачать с ютуб What is a good Investment process? A talk with the Value Investor Rob Vinall в хорошем качестве

What is a good Investment process? A talk with the Value Investor Rob Vinall

We had a series of three interviews with Value Investor Rob Vinall of RV Capital (https://www.rvcapital.ch) this March in Switzerland. Here you can find our first English interview:    • How to evaluate good management? A ta...  . This is the content of the third part of our interview: 00:00 We discussed Rob's idea generation and how it changed over time. He also explained how he currently finds ideas. At 03:08 we are talking about the filters he uses. At 04:53 Robert Vinall explains what minimum standards he has on a country level. At 05:15 we are talking about factors that make a company perfectly uninvestable. We also look on debt or cyclical companies. At 07:09 Rob explains the next steps in his investment process. At 09:22 we are talking about the role of numbers in his process. At 10:55 Robert Vinall tells more about his preferred sources to gather information about a company. At 12:37 we ask the question: How long does a research process usually take? Rob answers it with two examples. At 17:13 the value investor Rob Vinall explains how he spends his time researching companies. At 18.34 the question "How much detail is important for you?" is raised. At 19:48 we discuss the relationship between details and key drivers and mechanisms. We also discuss some examples of this relation. At 23:10 we are talking about selling and the reasons for selling. At 25:24 we discuss the question "How do you track companies you have sold?". At 26:31 Robert Vinall gives some insights into his watchlist. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ #valueinvesting #investingprocess #investmentprocess More ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ⭕ Apply to the Plus community: https://good-investing.net/plus/ 🙏🏻 Join the Supporters Club: https://good-investing.net/supporters... 📈 IB - our recommended broker *: https://good-investing.net/ib/ ↗️ Smartbroker - our recommended broker for Germans *: https://good-investing.net/smartbroker/ 📶 TIKR - our data tool *: https://tikr.com/goodinvesting 📃 Disclaimer: https://good-investing.net/imprint/di... ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Affiliate Link = *