Dec 1, 2022
Vitaliy shares a collection of random thoughts on the Russian invasion of Ukraine. While they don't add up to a coherent podcast with a beginning, middle, and end, they do point to an overall pattern: the war is not going well for Putin. Vitaliy shares his reasoning why.
Vitaliy's Article Almanac 2021:
Nov 17, 2022
Contrarian investing is inherently arrogant. You have the audacity to believe that hundreds or thousands of investors are wrong when you buy or sell a stock.
How can you go against the crowd without it going to your head? Vitaliy explores the psychology of disagreeing with the majority while maintaining humility.
Nov 10, 2022
It has been a while since Vitaliy updated listeners on his Uber investment, but a lot has changed. With the pandemic now behind us, we begin to get a better sense of what the business looks like going forward. And the future looks bright.
Our analysis of Uber link:
Nov 3, 2022
When the President decided to forgive $10,000 of student debt for everyone anyone earning below $125,000, he opened a very slippery slope of government bailouts.
If we continue to borrow from the future, we run the serious risk of becoming a society totally devoid of personal responsibility.
Worse still, we end up...
Oct 27, 2022
Vitaliy responds to a letter from a concerned client about recent (3 month) underperformance versus the index.
To do this, he zooms out to answer the question, What are we really trying to do? What has to be in place for IMA to achieve its investing goals? What do we need from clients in order to succeed?
You can read...