Interview with Jim Campbell – Part 2 – Ep 106

In Part 2 of his interview with Jim Campbell, Vitaliy and Jim take a deep dive into assessing company management, nuanced thinking, and writing. To explore this, they examine the career of Masayoshi Son, the CEO of Softbank, in which Vitaliy's firm,...

In Part 2 of his interview with Jim Campbell, Vitaliy and Jim take a deep dive into assessing company management, nuanced thinking, and writing. To explore this, they examine the career of Masayoshi Son, the CEO of Softbank, in which Vitaliy’s firm, IMA, used to own stock. Son’s tenure has lots of lessons for investors, including the power of admitting mistakes. The conversation concludes with Vitaliy and Jim discussing their shared passion for writing, and the role it plays for them as investors and students of life.

You can listen to Part one here: https://investor.fm/interview-with-jim-campbell-ep-103

Disclosure: Read this before you buy your next stock

 

Enjoyed this read?

Share it with someone who’d love it too!

New to investing?

Explore these valuable guides to get started.

Related Articles

Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth – Episode 287

There is an unspoken conflict between Americans and Europeans. Europeans accuse Americans of being stuck in the rat race. Americans look at Europeans, see them sipping their espressos for two hours a day and reading newspapers, and call them lazy.

Uber and Self-Driving Cars: The Utilization Problem Nobody Talks About – Ep 286

I took a Waymo with my colleague Cyrus. We were genuinely impressed. It was a seamless experience. Uber is dead, long live Waymo? Not So Fast.

What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio – Ep 285

The future feels less predictable because the range of possible outcomes has expanded. Here is my best attempt to think through that reality with humility, and why you should let me do the worrying for both of us.

When to sell a stock: The Art and Psychology of Selling – Ep 284

Investing is a lot more art than science. I bring a scientist's mindset – I approach problems with an open mind and I am willing to change my mind when data proves me wrong.