Articles
The Impact of Higher Interest Rates on the Economy – AI Edition
I asked AI to educate and entertain my readers with a radio show-style dialogue based on my essay - The Impact of Higher Interest Rates on the Economy.
Navigating Market Cycles: From Bulls to Nvidia – AI Edition
I asked AI to transform my essays into a radio show-style conversation. In this episode, topic is stock market math, sideways markets, the role of P/E in market cycles, impact of interest rates on P/E, economic analysis, Magnificent Seven stocks, NVIDIA, and a lot more.
Managing a Million: What Would I Do Differently?
Warren Buffett has stated multiple times that if he could manage a very small amount of money today, he would be able to return more than 50% per year to shareholders. If you managed a million dollars of only your own money, would you do it differently?
A Balanced Life: My Approach
How do you balance your life between being an investor, running a firm, writing and other important aspects of your life such as your family?
Choosing an Investment Manager: Beyond Warren and Charlie
If you were obliged to invest all your investable assets with one person and you couldn’t choose Warren or Charlie, whom would you pick?
Q&A Series: On Parenting and Personal Growth
I wanted to share excerpts from a Q&A session I held with readers in Omaha. This excerpt focuses on parenting and personal growth.
Challenging Investment Rules and Key Investor Traits
What’s a famous investment rule I don’t agree with? Which key characteristics should a good investor have?
Made in America
In 2004, I started writing for TheStreet.com. At the time, TheStreet was an interesting experiment.
Becoming an investor
Hallway conversations with Joe and Bill at PVG Asset Management sparked my love affair with investing. I knew I wanted to be an analyst.
The Infinite Game in Telecom
CHTR, just like Comcast, showed only a very slight decline in broadband customers in the quarter. Most of the decline came from the US government removing subsidies for rural customers.
Second-class citizen
I was often made aware that there was something wrong with my being Jewish. Even as a little child, I often encountered a second-class-citizen attitude toward me.
The Hidden Risk in “Religion” Stocks
A basic property of religion is that the believer takes a leap of faith: to believe without expecting proof.
The Best and Worst Investment Decisions I’ve Made
I’m going to share stories about my best and worst investment decisions. But don’t worry, this isn’t just a brag-and-cringe session about making or losing money.
My Father
For months after my mom’s death, I was terrified of losing my father. I had nightmares about it. That fear of losing my dad was seared into my brain.
Life takes a terrible turn
My mother and my father were born a year a part. Both of their birthdays are in May. I remember ...
Trump’s call for a bitcoin strategic reserve is a very bad idea
At the end of July, Donald Trump went full Bitcoin. He wants the US to become a “Bitcoin superpower”; he promised to build a Bitcoin strategic reserve.
Red October
I spent my youth in Murmansk, a city in the northwest part of Russia, located right above the Arctic Circle. Fans of Tom Clancy’s The Hunt for Red October may remember Murmansk as the home base for the submarine Red October.
Unpacking Buffett’s Investment Philosophy: A Personal Perspective
How does our investment approach stack up against Warren Buffett’s? Answering this question gives me a chance to dissect Buffett’s famous investment principles and compare them to our own strategy.
The Eclectic Value Investor
How do I describe myself as an investor? This question provides an opportunity to delve into what I mean by being an “eclectic value investor with a slight touch of dogmatism.”
The AI Revolution
The discussion of AI quickly falls into a domain bordering on Sci-Fi. My thoughts here are only marginally shaped by scientific facts.
The EV Industry Landscape
As a part of a summer letter to IMA clients, I will discuss investments in the EV industry, spurred by the following question from a client.
