Month: May 2019

Letter to a Young Investor – Ep 14

What advice would Vitaliy give to a young, aspiring value investor today? The same advice he'd give his younger self as he was just graduating college. Hear Vitaliy say what he wishes he'd heard when he first began his career as an investor. You can...

Letter to a Young Investor

Recently my firm was hiring a junior analyst – someone who’d work directly with me. In the past we’d post ...

The True Value of Macro Forecasting – Ep 13

Market forecasting is like weather forecasting: It has a short shelf life and is therefore of little use. But there is a place for macro forecasting in investing. Listen to Vitaliy explain what that place is. You can read this article online at: 

Money Managers Are Not Factory Workers – Ep 12

It's the 21st century, but money managers still follow an office culture straight out of Henry Ford's early-1900s assembly line days. Is this hurting how money managers choose stocks? And how could they do better? Listen to Vitaliy discuss these...

Who Am I (and my composers)? – Ep 11

Vitaliy has long considered himself more American than Russian, so why does he feel that it's the Russian composers (like Rachmaninoff and Tchaikovsky) that speak to his soul? Vitaliy explores this question - and Rachmaninoff's Piano Concerto Number 4...

Who Am I? (and my composers)

Who Am I? (and my composers)

Someone recently asked whether I think of myself as Russian, or American. My initial response (without thinking) was – American. But as I gave this question more thought I realized that the answer is more complex.