Let’s Get Together in San Diego!
Let’s get together in San Diego on January 6th or 7th, 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 and enjoy some time together.
Register your interest by filling out the form below.
We will contact you with further information soon!
Why am I asking you to complete all this information? I promise not to bombard you with marketing or share your information with anyone, as that’s not how we operate. Let me just say this – you may be pleasantly surprised.
-Vitaliy
Dad, You Are Not Growing! (Embracing Vulnerability)
Dad, you are not growing. You’ve stopped learning new things. You used to have new, creative ideas. Lately you were just improving things that are familiar to you.
Hedging the Portfolio with Weapons of Mass Destruction
Uber’s business is doing extremely well. It has reached escape velocity – the company’s expenses have grown at a slow rate while its revenues are growing at 22% a year.
From Twinkies to Rolexes (IMA Client Dinner 2024 Video)
Once a year, we host what the IMA team gently calls “client appreciation week.” This week is very special to me, as I get to meet people who have entrusted their life savings to us.
Cable Stocks Keep Getting Punched in the Mouth
Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio.
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