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Apr 2, 2020

This is an announcement Vitaliy shared with his newsletter readers and he thought you, his podcast listeners, might want to hear it as well. It will be removed from this podcast stream when it’s no longer relevant. Vitaliy was finally able to do something he's tried to do but could not for ten years: he's built a...


Mar 31, 2020

While in Venice, Vitaliy, his brother, and son visited a glass factory and watched a glassblowing demonstration. The glass artist took a ball of molten glass, stuck large forceps into it, and magic happened – he pulled a horse’s head, body, legs and tail out of it. A few strokes with a metal blade and they had seen...


Mar 25, 2020

Vitaliy recently spoke with Andrew Horowitz at “The Disciplined Investor” podcast. Andrew graciously allowed to share Vitaliy's part of the interview with the Intellectual Investor audience.

The discussion centers around this recession and why it’s not like any other previous one we’ve experienced.

It also...


Mar 24, 2020

In this podcast, Vitaliy shares a recent (brief) letter he wrote to clients about how he and his firm are responding to Coronavirus and the recent selloff in the stock market. After touching on the day to day at IMA, Vitaliy elaborates on how he is taking advantage of volatility to buy great businesses at wonderful...


Mar 19, 2020

Vitaliy wrote the following in early February after his trip to Europe (as part of the Jet Lag Series), which started in Switzerland and concluded in Italy (Venice to be exact). Yes, the part of Italy that today is devastated by coronavirus. He missed the virus by only two weeks. In that short amount of time we...