May 25, 2021
In this podcast, Vitaliy looks forward to his upcoming drive from Zurich, Switzerland to Nice, France, which he would do with his brother Alex.
The drive would take them through many charming European towns, and they would visit CERN, the advanced physics laboratory near Geneva.
Vitaliy reflects on what he and other...
May 18, 2021
This podcast shares an excerpt from a client letter originally written in 2016. Though some of the examples are slightly dated, many of them are just as true today as when they were written.
In some cases, even more so than before. As risk in the global economy has risen, not shrunk, since 2016, this article...
May 11, 2021
In this podcast about a family trip to San Francisco, Vitaliy
draws on his memory bank to find some thoughtful lessons about
parenting, culture, art, and learning from others.
You can read this article online here:
May 6, 2021
In Part 2 of Vitaliy's talk with Indiana University students, he discusses what he got right, and what he got wrong, when investing through the pandemic. He also touches on how recessions can be good for businesses, compounding small advantages, and whether or not to envy someone else's success. Enjoy!
You can watch the...
May 4, 2021
In Part 1 of this 2 part series, Vitaliy talks with Indiana University MBA and MsF students about his approach to investing. He covers a variety of important topics, such as how to find your own investing style, sell discipline, and the limits of screens for finding great compounders. Enjoy!
You can watch the complete...