Feb 23, 2021
At first, investors loved them. Then, they hated them. Now, investors have left them for dead. Oil and gas pipeline companies are anything but popular. But they are essential businesses, with rising free cash flow and substantial dividend yields. In this podcast, Vitaliy walks you through IMA's recent investment in...
Feb 16, 2021
It all started after Vitaliy's daughter, Hannah, watched The
Queen’s Gambit for a homework assignment. She told Vitaliy he
had to watch it. He did, and loved it. But then Hannah said, “Dad,
let’s play chess!”
In this podcast, Vitaliy explores his daughters' new found interest in the game, and the connection his...
Feb 9, 2021
Vitaliy recently had the pleasure to sit down with Angelo Robles of the Family Office Association. In this interview, Angelo and Vitaliy discuss Vitaliy's approach to portfolio construction, how value investors should think about the macroeconomy, how the stock market during the pandemic reminded Vitaliy of chess, and...
Feb 2, 2021
Vitaliy has a problem with both value- and growth investing
demagogues. While value demagogues tend to believe any company that
trades at a P/E above the market average is too frothy, growth
demagogues claim that price doesn't matter.
In this podcast, Vitaliy explains how both camps can be too narrow minded, and how...