Month: June 2020

Uber Eats: Delivering Food and My 4 Seconds of Fame on PBS (not PBS Kids, unfortunately)

Uber Eats: Delivering Food and My 4 Seconds of Fame on PBS (not PBS Kids, unfortunately)

I was on PBS NewsHour talking about Uber Eats and the food delivery business (you can watch it here). When ...

Nifty FAANG and Other “One Decision” Investment Strategies – Ep 78

In the 1960s and 1970s Nifty 50 stocks were one-rule stocks – and the rule was, buy! They were bought, and bought, and bought. They were great companies and paying attention to how much you paid for them was irrelevant. Until. In this podcast,...

De-Numb Your Mind – Ep 77

Vitaliy can definitely see how we are always trying to numb our minds. We constantly need the mental organ entertained and well-numbed with external stimuli. It seems that whenever we are left with ourselves, that is, with our minds, we reach out for...

Nifty FANGAM and Other “One Decision” Investment Strategies

Nifty FANGAM and Other “One Decision” Investment Strategies

In early January we would not have guessed the stock market would be at today’s level, there must be more to the stock market than FANGAM.

De-Numb Your Mind

De-Numb Your Mind

I can definitely see how we are always trying to numb our minds. We constantly need the mental organ entertained and well-numbed with external stimuli. It seems that whenever we are left with ourselves, that is, with our minds, we reach out for our favorite portable numbing device and happily lose ourselves in Facebook, Twitter, Netflix, or YouTube. We spend little or no time with ourselves.

The Fischer Random Chess Stock Market – Ep 76

Vitaliy grew up in Russia, where chess is a spectator sport. Any player who takes chess seriously will carefully study opening systems – the series of first moves early in the game that lead to the middle-game formation of pieces. Because chess...

The Fischer Random Chess Stock Market

The Fischer Random Chess Stock Market

There is a parallel between today’s stock market and Fischer random chess. The last time we faced a global pandemic was in 1918. The only common denominator between now and then is that humans have not really changed that much – it takes a few millennia to rewire our DNA and thus our fundamental behavior.

Be Kind – Ep 75

In April 2018, Vitaliy met with one of his best investment friends, John Mauldin. John has been an inspiration to Vitaliy both personally and professionally, but no more so in the context of writing. John writes at Mauldin Economics, one of the web's...

What Not to Buy in Today’s Stock Market – Ep 74

The average stock out there (that is, the market overall) is very, very expensive. At this point it almost doesn’t matter which valuation metric you use; they all point to the fact that stocks were only more expensive during the dot-com bubble. In...