Never Let a Good Crisis Go to Waste – Ep 59

Vitaliy recently spoke with Andrew Horowitz at “The Disciplined Investor” podcast. Andrew graciously allowed to share Vitaliy's part of the interview with the Intellectual Investor audience. The discussion centers around this recession and why...

Vitaliy recently spoke with Andrew Horowitz at “The Disciplined Investor” podcast. Andrew graciously allowed to share Vitaliy’s part of the interview with the Intellectual Investor audience.

The discussion centers around this recession and why it’s not like any other previous one we’ve experienced.

It also covered about why it’s the best thing that could’ve happened to IMA clients’ portfolios, what IMA’s game plan is going forward, and how it’s “microdosing” stock purchases to deal with the uncertainty of this time.

Finally, Andrew and Vitaliy discuss assumptions Vitaliy is making about the future, what stocks he’s looking at right now, and what companies might not survive this crisis.

Original Interview here-> http://thedisciplinedinvestor.com/blog/2020/03/21/tdi-podcast-investment-microdosing-654/

Disclosure: Read this before you buy your next stock

 

Related Articles

Trump’s call for a bitcoin strategic reserve is a very bad idea – Ep 231

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.   📩 Join 89,000+ readers on my FREE weekly email newsletter:   📚 Get my...

Unpacking Buffett’s Investment Philosophy: A Personal Perspective – Ep 230

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.   📩 Join 89,000+ readers on my FREE...

The Eclectic Value Investor – Ep 229

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.” It’s a comprehensive look at our investment philosophy and approach....

The AI Revolution – Ep 228

The discussion of AI quickly falls into a domain bordering on Sci-Fi. My thoughts here are only marginally shaped by scientific facts. If you look at technological progress over the centuries through the lens of productivity, the improvement was tiny,...