Articles
Cryptocurrencies Are Just Beanie Babies
This coin/blockchain mania is not much different than the Beanie Baby mania of the late 90s. Beanie Babies were released in a limited quantity (the key word), and thus the price kept going up.
This Is What Happiness Feels Like
This is what happiness feels like.You really don’t know what true emotions are until you become a parent.
Uninvestable Tesla
Tesla is an uninvestable stock for me, not just because of its high valuation but also because it fails our basic quality test, which I borrowed from Warren Buffett.
These Clues Tell You If A Company Is Making A Dumb Acquisition
As a shareholder, you do well to place more emphasis on risk than on reward. Corporate management usually does the opposite, and this is why most large acquisitions fail.
The Double Trap For Tesla Investors Predicting The Future
Before Tesla, we equated electric cars to golf carts. Tesla has shattered that image, showing that the electric car can be an equal and in many ways superior product to the ubiquitous ICE car.
Bitcoin – Millennials Fake Gold
I haven’t written anything about Bitcoin because I find myself in an uncomfortable place in agreeing with the mainstream media: It’s a bubble. Bitcoin started out as what I’d call “millennial gold” – the young generation looked at it as their gold substitute.
Apple – Not Saying Goodbye
I’ve written more articles about Apple stock than any other company we’ve ever owned. If I were to lie on Dr. Freud’s couch, then you’d find there were two Vitaliys writing these articles.
Now Apple must show what’s next after iPhone X
The iPhone X is likely to be a phenomenal success for Apple. But its success will not be driven by ...
Creative Process
I’ve been reading a lot on creativity and mindfulness, and I came to realization that when you work on a creative project, if you want to produce highly creative output and learn a lot in the process, it’s good to shift the focus from achieving an outcome to the process itself.
Here’s How Your Investments Can Survive a World of Trouble
Here’s How Your Investments Can Survive a World of Trouble: Focus on quality, moats, recurring revenue, and strong balance sheets.
This Rocky Stock Market Requires An All-Terrain Portfolio
In a rocky market, an All-Terrain portfolio built on quality, valuation, and growth helps investors endure uncertainty and thrive long term.
Random Thoughts on Apple
Random thoughts on Apple stock analysis: why being contrarian feels uncomfortable, and why love or hate always comes at a price.
World Leaders Are Taking Investors Down A Dangerous Economic Path
World leaders are steering investors into danger: Europe’s fractures, China’s debt bubble, and Japan’s stagnation cloud the global economic outlook.
New iPhones Are Not Enough
New iPhones won’t save Apple stock future, mature products, stretched valuation, and no Steve Jobs–like genius leave big questions ahead.
The World Is Becoming Desperate About Deflation
Negative rates reveal global deflation risks, central banks' desperation signals weak growth, rising debt, and fragile economic recovery.
Perspective
Every day my father forwards emails to friends and relatives. I discovered that my perspective on my father’s emails had completely changed.
SoftBank’s Big Plan For A Smarter Internet Is Brilliant
Masayoshi Son’s $100B SoftBank Vision Fund is a bold bet on AI, IoT, and a smarter internet that could redefine our future.
Don’t Blame Amazon for The Ice Age in Retail
I was on Fox Business discussing why Amazon should not be blamed for all the troubles in retail-land.
Why Amazon Will Not Kill This Business
Amazon grocery retail faces big hurdles: habits, perishables, and low margins. Tesco shows why this business isn’t so easy to disrupt.
It’s Not Just Amazon’s Fault
It’s not just Amazon. Retail industry challenges stem from phones, health care, fashion shifts, and too many stores chasing shrinking wallets.
The Warren Buffett & Charlie Munger Show
At the Warren Buffett and Charlie Munger Show, tens of thousands gather for lessons in investing, wisdom, and wit from two icons of finance.
