Investing

Warren Buffett and the Berkshire Hathaway Paradox
Trip to Omaha has everything and nothing to do with Warren Buffett. The main event that draws everyone to Omaha – the Berkshire Hathaway (BRK) annual meeting – is actually the least important part.
Videos

Soul in the Game: A Conversation with Vitaliy Katsenelson on the Talking Billions Podcast
I was recently interviewed by Bogumil Baranowski on the Talking Billions Podcast about how I stay grounded in volatile markets and the key principles guiding my investing.

Breakfast in Omaha Meeting 2024 – Session Three
This year I hosted my readers for breakfast in Omaha. This is session two of the this year’s meeting.

Breakfast in Omaha Meeting 2024 – Session Two
This year I hosted my readers for breakfast in Omaha. This is session two of the this year’s meeting.
Popular Articles

The Stock Market, The Economy, Possible Outcomes, How to Invest
This is part one of the winter seasonal letter I wrote to IMA clients, sharing my thoughts about the economy and the market. I tried something I’ve never done before. Instead of conveying my message through storytelling, I tried to compress my thoughts into short sentences…
Life & Philosophy

The Super Bowl Is a Tradition
The beauty and embarrassment of writing is that your past essays can be easily unearthed and brought to the present. …

A Balanced Life: My Approach
How do you balance your life between being an investor, running a firm, writing and other important aspects of your life such as your family?
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Latest Articles

Warren Buffett and the Berkshire Hathaway Paradox
Trip to Omaha has everything and nothing to do with Warren Buffett. The main event that draws everyone to Omaha – the Berkshire Hathaway (BRK) annual meeting – is actually the least important part.

Redefine “value” in this era of the US stock market
Do we need to redefine “value” in this era of the US stock market, or should we continue to sit on the sidelines if traditional metrics show equities to be overvalued?