Chess Nights at Red Robin
I have vague first memories of playing chess with my grandfather when my family visited my father’s parents in Moscow. I was five years old.
Today’s Market = 1999 Capex + 2008 Credit
I wrote in the past that the AI rollout feels a lot like déjà vu of the 1999 telecom bubble. Today’s AI bubble has elements of both the 1999 overinvestment in internet infrastructure and the 2008 collapse of financial instruments that infected the banking and financial system.
You Don’t Need to Be an Expert to Hire One. You Need a Tunaman.
I interview corporate executives for a living. I have spent nearly three decades analyzing businesses and managing other people’s savings. And yet, when my wife and I decided to remodel our house, I felt completely naked.
Most People Don’t Want to Write. They Want to Have Written.
I was at a conference in Switzerland. A reader came up to me and asked, “Vitaliy, I’ve been reading your articles for years. I’d like to write. How should I start?”
