Year: 2019
How Emotional Intelligence Can Make You a Better Investor – Ep 23
A knee surgeon can't decide to operate only on right knees because he previously had a few mishaps with the left side. But investors can do just that: They can pick their battles and avoid problems they're unlikely to solve correctly. Listen to...
Transgender Trees, Homelessness, and a Dare in San Francisco
I was on a trip to San Francisco with my kids. As I am flipping through the memory bank, I am shocked at how many experiences we packed into three days.
Soul in the Game – Ep 22
Nassim Taleb, author of "The Black Swan," also coined the concept of "the artisan" – the person who has "soul in the game" when it comes to their work. But what does being an artisan mean when it comes to investing? Vitaliy and IMA founder Michael...
These Simple Tips Can Make You a Better Investor
The stock market is not your friend. Instead, the market awakens a dangerous emotion — fear. Fear is not your friend, either. Here are some simple tips that can make you a better investor.
Here’s Why Pharmacy Stocks Are a Bargain Right Now – Ep 21
Judging by how pharmacy and drug-distribution stocks have performed the last several years, you'd think they were on the edge of going out of business. But nothing is further from the truth. Hear Vitaliy explain what makes these stocks a great buy in...
My Personal Manifesto
The book that has had the biggest impact on me the past year is Mark Manson’s The Subtle Art of Not Giving a F*ck. I wrote a 7.000 words review, it has turned into a personal manifesto.
Should You Invest in Marijuana Stocks? Ep – 20
As marijuana is becoming legalized in more and more states, many investors have considered investing in what is projected to be a booming industry. But should you invest in marijuana stocks? Here's Vitaliy's take. You can read this article online...
Should You Invest in Marijuana Stocks?
What do you think about investing in marijuana stocks? We think making money on marijuana (cannabis with high content of intoxicating THC) and hemp (cannabis that contains low content of THC) will be very difficult.
For Investors, Discovering Truth Takes Time – Ep 19
"Time discovers truth," said Seneca – and he may have been speaking about the market (if by "truth" he meant "accurate valuation"). Listen to Vitaliy explain why. You can read this article online at: Disclosure:
Looking for Denny Crane at a Star Trek Convention
My daughter Hannah and I visited the Star Trek convention in Denver to meet William Shatner because of his role of Denny Crane.
Was the Uber IPO a Success?
The media often portrays a successful IPO as one that opens 30-100% above its set price and finishes the day up, however this is not beneficial to the company itself. We can look at the Uber IPO from a different perspective.
Here’s Why Pharmacy Stocks Are a Bargain Right Now
Why pharmacy stocks are a good investment right now? Let's take a look at two specific companies, McKesson and Walgreens Boots Alliance.
Investment Lessons Learned from the Poker Table – Ep 18
Having the second best hand in poker is dangerous: You're likely to go all in, and you may win, but you also risk losing it all. There's a lot of this going on in the investing world. Listen to Vitaliy explain the problem – and the solution. You can...
The VC Bubble Is Putting Established Companies at Risk – Ep 17
Continuously low interest rates can create bubbles – and there's evidence that we're living through a venture capital bubble today. The problem is that when this bubble bursts, it won't just affect companies that are relying on VC funding to stay...
The Venture Capital market Bubble Is Putting Established Companies at Risk
Low interest rates have been in place for over a decade and while they have created a bubble in the venture capital market, they have also caused some companies to rely on the kindness of future capital markets and become "Ponzi-like" companies.
Being A Father – Ep 16
What's better: leaving your children with $100M after you pass away, or leaving them with fond memories of your time together? Sparked by an unexpected comment from a millionaire's son, Vitaliy ponders this question. You can read this article online...
Idealist, I Am
My wife and I recently watched a Ukrainian comedy series. A history teacher is caught on video delivering a passionate ...
Is Value Investing Dead? – Ep 15
Value investors have underperformed over the past decade and many are starting to succumb to the allure of growth stocks. But is that because value investing is dead? Or is there another, more worrying reason? You can read this article online at:
Is Value Investing Dead?
According to many market commentators, value investing doesn’t work the way it used to, and some tout statistics that growth has outperformed value over the last decade. Is value investing dead?
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
To quote Mark Twain, don’t let schooling interfere with your learning. I recall that when I graduated from university, I was feeling invigorated by Modern Portfolio Theory (MPT).
