RV Capital's 2025 Annual Gathering took place in Engelberg last weekend. If you could not make it, all the videos are now available on YouTube. Many of you asked about the names of the participants on the panels. I have included them in the show notes.
Links to the individual sessions are here:
Read more hedge fund letters here and checkout more conferences here.
Mountainside Chat with IPCO CEO Will Lundin
Rob and Andreas' Annual Q&A
Mountainside Chat with Will Thorndike, author of "The Outsiders"
Panel: Women in Investing with April Li, Cynthia Maasry, Franziska Reh and Amelie Vinall (moderator)
Panel: "Is China Investable?" with Sofia Hou, Yixin La, Fred Liu and Graham Rhodes
All the sessions are also available as podcasts on Spotify and other podcast services.
Gifts
Several of you brought gifts with you to Engelberg. Ever since I felt the full wrath of my grandmother bear down on me as a four-year-old when I got off the bus without thanking the driver, nothing fills me with more dread than not saying thank you. If you have not received a thank you message from me by the end of next week, please send a polite, though firm, "WTF?".
Links and Recommendations
Here are links to some of the content mentioned over the weekend. Several of you asked me about Olivia's songs, so I have included a plug from a proud father.
- Ted Lamade's Blog
- Fred Lui on what foreigners miss in China
- Baigun China Blog
- Olivia on Spotify
- The Battle of Bretton Woods
- Acquired Podcast
- Li Lu Talk (Dec 2024) - Related: Charlie Munger's Friend Li Lu Reflects on His Passing a Year Later
10th Annual Gathering
The 2026 Annual Gathering will take place in the Hotel Terrace on the 10 and 11 January 2026. The first Annual Gathering was in 2017, so 2026 will be the 10th year (though we did skip a year in 2021 due to Covid). It is 51 weeks away, but Andreas and I are already excited to welcome you to Engelberg. Any non-family members who have attended all nine events will receive special recognition.
Andreas and I wish you all a great 2025 and look forward to connecting with many of you throughout what we hope will be an excellent year for everyone.