Month: April 2019

10 Why I No Longer Mind Losing an Argument - The Intellectual Investor podcast 1x1

Why I No Longer Mind Losing an Argument – Ep 10

Dale Carnegie's "How to Win Friends and Influence People" was one of the first American capitalist books to be translated in post-Soviet Russia. But it took Vitaliy many years to fully absorb the lessons Carnegie teaches in it. Listen to Vitaliy's key...

50 Shades of Warren Buffett or Next Year In Omaha – Ep 9

Is the Berkshire Hathaway Annual Meeting really about Warren Buffett? With another annual meeting coming up, Vitaliy reflects on over a decade of making his pilgrimages to Omaha. You can read this article online at: 

Softbank will succeed even if its WeWork investment doesn’t work out – Ep 8

Is SoftBank setting itself up for failure by investing in WeWork? Despite his apprehension regarding WeWork, Vitaliy isn't worried. Hear his take on it & the reasoning behind his investing firm's decision to hold SoftBank stock. You can read this...

Softbank Will Succeed Even If Its WeWork Investment Doesn’t Work Out

Softbank Will Succeed Even If Its WeWork Investment Doesn’t Work Out

My firm is not as big a fan of WeWork as Softbank's CEO, Masayoshi Son, and we have doubts about WeWork's ability to make money. We have watched Son make investment decisions for Softbank, and we believe he has integrity, intelligence, and follows a deliberate process.

Should Value Investors Stay at Cheap Hotels? The Values of Value Investing – Ep 7

Is value investing simply about buying cheap stocks? A question from a reader prompts Vitaliy's discussion of how value investing evolved from its origins with Ben Graham to its current application under Warren Buffett and why it's not really about...

VALUEx Vail 2019

VALUEx Vail 2019

On June 12-14, my company, IMA, will host the eighth annual VALUEx Vail conference. I borrowed the idea for this conference from my friend Guy Spier after attending his conference in Zurich in 2011.

This is What Happiness Feels Like – Ep 6

For a Jewish girl, bat mitzvah ranks somewhere alongside getting married and having a firstborn. Vitaliy revisits his Russian Jewish heritage and reflects on celebrating his daughter's important milestone and the speech he gave at her bat mitzvah. You...