Let’s Get Together in Omaha!
I am hosting an intimate gathering for friends and fellow value investors (like you!) in Omaha on Friday, May 2nd, 2025. Let’s get together to discuss all things investing, music, work, and life. It’s going to be a lot of fun.
We’ll do a simple, unscripted Q&A format.
Space is limited, we’ll be in touch in April 2025 to confirm your attendance. There will be a Q&A session.
Location and time to be confirmed.
Register your interest by filling out this form.
I’ll see you there!
-Vitaliy
DeepSeek Breaks the AI Paradigm
I’ve received emails from readers asking my thoughts on DeepSeek. I need to start with two warnings. First, the usual one: I’m a generalist value investor, not a technology specialist, so my knowledge of AI models is superficial. Second, and more unusually, we don’t have all the facts yet.
Escaping Stock Market Double Hell
Over the last few years, our portfolio has skewed more international. Today, if you only invest in the US, you’re experiencing two stock market hells.
Embracing Stock Market Stoicism
2024 brought me back to a core Stoic principle that I hold close to my heart: the dichotomy of control. We can apply it in investing.
Thoughts from the Consumer Electronics Show
My son Jonah and I were at CES (the Consumer Electronics Show) in Las Vegas. I wanted to attend CES to shake myself out of my comfort zone.
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