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Aug 20, 2019

Investors love focusing on short-term results, arguing that long-term success is built out of a series of short-term successes. But is that really the best way to invest? And if a company is focused on constantly beating quarterly metrics, is it a good company to invest in? Vitaliy discusses the above questions from...


Aug 13, 2019

Imagine that Intel released a processor that was 100 times faster than anything made previously. An amazing invention on its own, but useless without software developers who could make full use of this new technology. In the 19th century, piano manufacturing rose to a new level – and a young Hungarian virtuoso, Franz...


Aug 6, 2019

Vitaliy's firm has been invested in SoftBank since 2015, despite the constant criticism of the stock. Why? In this episode, Vitaliy explores the loss of nuance amongst many of today's market analysts that leads to incorrect conclusions about company value that is bound to be corrected, even if it is many years in the...


Jul 30, 2019

A knee surgeon can't decide to operate only on right knees because he previously had a few mishaps with the left side. But investors can do just that: They can pick their battles and avoid problems they're unlikely to solve correctly. Listen to Vitaliy explain how to take advantage of this ability.

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Jul 23, 2019

Nassim Taleb, author of "The Black Swan," also coined the concept of "the artisan" – the person who has "soul in the game" when it comes to their work. But what does being an artisan mean when it comes to investing? Vitaliy and IMA founder Michael reflect on this question in this recent letter.

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