Month: February 2023
The Real Country of Contrasts: Our Unforgettable Trip to India – Ep 180
Vitaliy and his daughter Hannah visited India for a CFA society event. The journey opened their eyes to the contrasts between the West and the sub-continent both in culture and India's potential investment merits. You can read this article online...
Why we’re confident in our Charter investment – Ep 179
Vitaliy gives an update on IMA's investment in cable company Charter. After being punched in the face by a declining stock price, Vitaliy and his team did an extensive amount of additional research on the business and industry. He believes IMA's...
Hidden costs of living in Switzerland
After a recent trip to India, the contrast with Switzerland was stark. But there are hidden costs of living in Switzerland as well.
Stock Market Roller Coaster: Prepare for a Decade or Two of Disappointing Returns! – Ep 178
Vitaliy outlines how the conditions are ripe for a sideways market, something he knows about, having written two books on the subject. He shares how to invest in sideways markets, and what to expect overall. You can read this article online here: ...
Why we’re confident in our Charter investment
The CHTR decline may have kicked us in the face, but our extensive research is telling we’re not wrong about our Charter investment. Here’s why:
Herr Schadenfreude Is Not a Friend of Ours – Ep 177
Vitaliy is embarrassed to admit that he has at times felt Schadenfreude, "shameful joy", upon seeing growth stocks decline. But his stoicism and decency quickly kicked in, and he banished this destructive feeling. Here's how. You can read this article...
The Real Country of Contrasts: Our Unforgettable Trip to India
My daughter Hannah and I went to a trip to India. We visited a small part of this large country, the most populous in the world.
