Nov 25, 2021
Vitaliy re-shares and updates his analysis of Uber, and why it remains an attractive investment. He provides a mental model of how to analyze companies that may appear expensive but have yet to reach escape velocity in their cost structure and have a large market addressable market that they’ll likely dominate.
Nov 9, 2021
We are experiencing a perfect storm of inflation, formed by seemingly small factors. Each on its own may not be particularly significant, but once combined they result in an event that significantly exceeds the sum of all parts. Vitaliy provides an update on his previous inflation articles, and the risks he sees on the...
Oct 28, 2021
Vitaliy re-shares his 2020 musings on the US Dollar, and its role in the world, and gold, and its role in IMA portfolios.
You can read this article online here: https://contrarianedge.com/beloved-country-unloved-hedge/
Oct 21, 2021
Vitaliy updates listeners on his views about the US and China, and includes his previous article going over the risks posed by tensions between the two nations.
He also discusses and shares an update on IMA's investment in defense stocks, in light of the current geopolitical climate.
John Cena apologizing:
Oct 7, 2021
Vitaliy recounts the time he and his brother Alex were stranded in Key West without a hotel room for a night. Every hotel had no vacancy, except one "all male" hotel.
Vitaliy tells the story of their pleasant stay there, and how investors can profit by exploiting the overly dogmatic beliefs of others.
You can read this...