Month: July 2020
Santa Fe: “Remember This” – Ep 84
Santa Fe and Vitaliy's family go way back to the early 90s. It all started with his father, Naum, and his stepmother. Naum had his paintings exhibited in a gallery on Santa Fe’s famous Canyon Road. A few times a year, the Katsenelsons would load up...
Tesla’s Stock Price Discounts Temporal Wormhole into the Future – Ep 83
Tesla’s market cap just crossed $300 billion. It’s the largest car maker in the world, even larger than Toyota, which produced almost nine million cars in 2019 and had a market cap of $200 billion. In this podcast, Vitaliy hypothesizes that...
My Interview with Josh Brown on The Compound – Ep 82
Vitaliy had the pleasure to sit down with the Reformed Broker himself, Josh Brown on his podcast The Compound. What follows is their conversation, in which they discuss why the price you pay for a stock always matters, no matter how good the quality,...
Tesla’s Stock Price Discounts Temporal Wormhole into the Future
Low interest rates have messed with the temporal properties of the market and created a wormhole in time and in Tesla’s stock.
Santa Fe: “Remember This”
Santa Fe and my family go way back to the early 90s. It all started with my father and my stepmother. My father had his paintings exhibited in a gallery on Santa Fe’s famous Canyon Road. A few times a year, they would load up paintings in a minivan and drive them to Santa Fe.
When the Facts Change, We Change Our Minds (Anatomy of a Sale) – Ep 81
In investing, one of the most important traits an investor can have is intellectual flexibility. Buffett, for example, is very dispassionate about what he owns; he has the ability to change his mind. In the early part of 2020, he was the largest...
When the Facts Change, We Change Our Minds (Anatomy of a Sale)
Even before the coronavirus we were not big fans of the airlines stocks. Planes are expensive. Airlines have to pay for them whether they are fully occupied during normal economic times or when they are half-loaded during recessions.
Perspective – Ep 80
In this mini-podcast, Vitaliy shares a personal story that illustrates how profound even a tiny shift in perspective can be. You can read this article online at:
Uber: Delivering Food and My 4 Seconds of Fame on PBS (not PBS Kids, unfortunately) – Ep 79
Vitaliy was on PBS NewsHour talking about Uber Eats and the food delivery business. When he told his six-year-old daughter Mia Sarah about it, she shrugged and said she’d be more impressed if he was on PBS Kids. The five-minute recorded interview...
