Year: 2019
Junior Analyst Position
We are looking to hire a junior analyst. For the right candidate this is an opportunity of a lifetime, as this entry-level position has the potential to evolve into a more senior one as the person learns, gets bruised by experience, and IMA continues to grow.
Zurich to Nice – Travel Notes
I'm sharing my experience of traveling from Zurich to Nice, and I'm struggling to organize my thoughts into words.
The 6 Commandments of Value Investing – Ep 1
What is value investing? Vitaliy digests the concept into 6 simple principles – the same principles that helped Warren Buffett & Charlie Munger get to where they are today. Want to read this episode instead of listening? Just head to to...
Zurich to Nice
On January 28th, my brother and I are flying to Zurich to attend the by-invitation-only VALUEx Klosters conference. Attendees are expected to present and share their best investment ideas, and we will also get to ski and enjoy the food in the Swiss Alps. Afterwards, we will rent a car and embark on a six-day journey from Zurich to Nice, France.
Opioids Crisis & Drug Distributors
Pharma distributors have been wrongfully blamed for the opioid epidemic, because they are not actually responsible for the misuse of these drugs or the fact that doctors overprescribe them.
This Stable Value Stock Is Built To Weather Market Storms
It is hard to say anything about McKesson that we have not said before — it is a high-quality business with extremely cheap shares. McKesson is a pharmaceutical distributor with extremely undervalued stock.
Beats & Misses, Seen & Unseen
Wall Street often focuses on companies that beat quarterly estimates, but this does not always lead to long-term success.
