for registering for the waitlist.
We’ll be in touch in April 2025 to confirm your attendance.
To connect with me online, check out investor.fm or follow me on Twitter at @VitaliyK. You can learn more about my book at www.soulinthegame.net.
I hope to see you in Omaha!
-Vitaliy
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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.
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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.
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