Ezra's Notes Checked November 9, 2026
Investor Letters

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Rob Vinall

RV Capital

Business Owner Fund: about 10 to 12 owner-operated businesses held for the long term.

Best for Long-term investors focused on quality businesses run by owner-operators.

Why I read Rob

Rob puts management character at the center of every decision and is candid about drawdowns, including a near-50% one.

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