Month: June 2022

Charter Communications: Heads We Win, Tails We Don’t Lose – Ep 158

The death of cable has been greatly exaggerated. While competitive threats abound, Vitaliy believes that cable, and the broadband internet it provides, will remain resilient to competition in the coming years. Listen as he explains why, and why...

Charter Communications (CHTR) Stock: Heads we win, tails we don't lose

Charter Communications (CHTR) Stock: Heads we win, tails we don’t lose

Charter Communications (CHTR) is a significantly undervalued stock today. But are competition, 5G, and satellite internet significant threats to its business? How does its management compare to AT&T and Verizon? Read our analysis below.

Soul in the Game is Available Now!

Vitaliy's newest book, Soul in the Game, is now live and available for purchase. It has nothing to do with investing, but has everything to do with something far more important: living a meaningful life. This podcast contains the first chapter, where...

Inspiring Stories & Hard-Won Life Lessons: Introducing My New Book

My newest book, Soul in the Game, is now live and available for purchase. It has nothing to do with investing, but has everything to do with something far more important: living a meaningful life.

Vitaliy’s Interview with the Wealth Formula Podcast

This podcast with Buck Joffrey of the Wealth Formula Podcast has something for everyone. In it, Vitaliy discusses a wide variety of topics. He touches on how the Fiddler on the Roof was really a value investor, the dangers of relative valuation tools...

Putin The mask is off

Putin: The Mask is Off. Europe is Next.

When Putin started the war, he tried to shift the blame to NATO, calling it the instigator. He argued that Russia had no choice but to defensively launch the war to prevent NATO from surrounding Russia from all sides. A few days ago, Putin finally lifted his veil of pretense: this is a war of conquest.

Stagflation – Ep 157

Stagflation - low or negative economic growth caused by inflation - has likely come to America. While stagflation is far from good, and could cause a recession, there could be even bigger risks on the horizon. Fortunately, IMA portfolios are well...

ARKK Stocks Sunk

The better ARK performed, the more money flowed into its main ETF, ARKK. It used this money to buy more sci-fi ARKK stocks, pushing up the prices of its holdings. This created a vicious cycle that has now reversed.

Why Is Inflation So High Right Now? 6 Reasons – Ep 156

You may have noticed that prices everywhere are rising. The question is: why? Vitaliy spells out the main causes of inflation, and how they compound to curtail economic growth. I Kid You Not Crazy article link: Why Green Energy is a Luxury Belief –...

Sitting on the Tarmac in The Land of Stoicism

I recently took Jonah and Hannah to NYC for a long weekend. Jonah was leaving for Israel that Sunday and Hannah and I decided to join him for the weekend to inhale the art and culture that New York has to offer. However, this trip to NYC started with me practicing a bit of Stoicism.