Month: October 2019
Why We Sold Softbank
To understand why we sold it, you need to understand why we bought it.We bought Softbank when it was an unknown company to US investors.
Why we don’t own Tesla stock (and no, we’re not bears) – Ep 36
After writing a 37-page opus on Tesla, Vitaliy is often asked what he thinks of Tesla stock. Although he is a very enthusiastic Model 3 owner, he can equally see both sides of the argument around Tesla as an investment. This makes him neither bullish...
Are Electric Cars Good for the Environment?
Two-thirds of the electricity in the US currently comes from fossil fuels, but electric cars could cut CO2 emissions by over a third.
My Single Greatest Achievement – Ep 35
After dropping off his son Jonah at the airport for a gap year in Israel between high school and college, Vitaliy reads a letter from Jonah and reflects on what success really means. Since we only get a limited amount of time on Planet Earth, what...
Tesla’s Risky Gamble & The Future of Lithium-Ion Batteries
Tesla's batteries are more efficient but more expensive to replace and require more attention to keep them running efficiently.
This Rocky Stock Market Requires an All-Terrain Portfolio – Ep 34
The past decade has been a smooth one for the market, but the road ahead is uncertain. Listen to Vitaliy explain what kind of portfolio is needed to survive whatever the future has in store for us in the upcoming years. You can read this article...
How EV Range Anxiety Will Give Way to an EV-Charging “Gold Rush”
Range anxiety is a real concern for electric vehicle (EV) owners, but it is manageable. Charging with a 110-volt outlet can take three days, but a 220-volt outlet can charge the car in 10 hours. Capitalism will build out the charging infrastructure, creating more charging locations like grocery store parking lots.
My Crash – Ep 33
“You look horrible. You have bags under your eyes; your face has no color. Are you okay?” This is what Vitaliy's stepmother told him last week when he stopped by his parents’ house after work. Vitaliy felt worse than he looked. No, dear...
Why the Gasoline Car to the EV is Like the Horse to the Car
The engine is the most complex and important part of the ICE car, and it is one of the least complex parts of the EV and, perhaps surprisingly, the least important one.
How a Stock Market Turns Investors Into Gamblers – Ep 32
What do a degenerate gambler and a stock market investor have in common? Vitaliy discusses this question, using a real estate example. You can read this article online at: