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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 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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Jul 16, 2019

Judging by how pharmacy and drug-distribution stocks have performed the last several years, you'd think they were on the edge of going out of business. But nothing is further from the truth. Hear Vitaliy explain what makes these stocks a great buy in today's market.

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