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See More Clearly With These Two Mental Models - Ep 155

May 12, 2022

Vitaliy is a big fan of mental models. They allow someone to think through analogy, often folding complex concepts into simple ones and transporting them from one discipline to another. If you use them well, you'll often see what others don't.

Essay - Why Do I Write a 27-page Letter To Clients:

May 6, 2022

When Vitaliy first started talking about writing another book several years ago, he couldn’t have predicted where that journey would take him. The book that he took time off in 2017 to write is still unfinished, waiting for its moment in the sun. But the new book, Soul in the Game, is very real. It’s being published...

Apr 28, 2022

Vitaliy doesn’t know what the stock market will do next. He may have opinions and hunches, but he never acts on them. He never tries to predict the market’s next move. Neither Vitaliy nor anyone else is good at it. The only thing Vitaliy can do is trim the sails of IMA portfolios to align with the winds of...

Apr 21, 2022

Vitaliy is hosting an intimate gathering for friends, readers, and fellow value investors from 8–10:30 AM on Friday, April 29, 2022, at Lula B’s in Omaha. Stop by and enjoy some delicious breakfast. If you show up early enough, you might even get a free signed copy of his new book, Soul in the Game: The Art of...

Apr 14, 2022

Being a wealthy country has allowed us to develop what some call “luxury beliefs” – ideas and beliefs that make us feel good about ourselves but that horribly fail upon contact with objective reality.

In this article, Vitaliy shares how our wishful thinking about green energy has caused the prices of hydrocarbons...