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Sep 15, 2020

Lately, Vitaliy has been pondering whether and how to instill a love of classical music in his kids, a passion that was passed to Vitaliy from his own parents. Should he insist on piano lessons, or weekly listening sessions? Reflecting on his experience growing up, Vitaliy shares what is behind his love of classical, as...


Sep 8, 2020

In this podcast, Vitaliy discusses his investment in Swedish bank Svenska Handelsbanken, and what makes their culture so unique. He then gives a short explanation on when book value works as a measure of intrinsic value, and why it often doesn't. Finally Vitaliy makes an announcement that should be of interest if you...


Sep 1, 2020

In this podcast, Vitaliy describes the next adventure his son Jonah will have going to college from Hawaii, as well as the role that defense stocks play in IMA's portfolios today.

You can read these articles online here: https://contrarianedge.com/jonah-doing-jonahs-thing/ and