Sep 23, 2021
The Financial Times recently published an article about Vitaliy's travails in recruiting. After sharing the article, Vitaliy expands on what he learned about recruiting, teams, and culture since becoming CEO of IMA.
Letter to a Young Investor link: https://contrarianedge.com/letter-to-a-young-investor/
You can read this...
Jul 29, 2021
Culture matters. In this podcast, Vitaliy shares how he evolved from an analyst purely focused on numbers to an investor and CEO focused on people. Using two stories from IMA's own past, Vitaliy recounts how running the business made him a better investor.
You can read this article online here:
Jul 15, 2021
In this podcast, Vitaliy recounts the first time he felt fear. Not the fear of losing his own life, but the fear a parent feels when their kids are at risk.
Vitaliy remembers this harrowing episode, and what it taught him about being a parent.
Kruzenshtern Documentary: https://www.youtube.com/watch?v=uQ004Sgr1wA
Jul 8, 2021
In investing, there are many "games to play". There are a lot of ways to try to make money in the market, and not all of them are good, rational, or productive over the long term.
After outlining a few games that are avoided at IMA, Vitaliy shares how he puts together a portfolio that has a high likelihood of producing...