RV Capital's 2021 Co-Investor Letter
The Rob Vinall Podcast - Podcast autorstwa Robert Vinall
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RV Capital's 2021 letter contains a discussion of our recent investment in Carvana, an e-commerce platform for buying and selling used cars. The letter also weighs the relative importance of moat vs execution. It makes the argument that investors perhaps overestimate the importance of competitive advantage when evaluating companies. Execution is everything.
