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Nov 17, 2022

Contrarian investing is inherently arrogant. You have the audacity to believe that hundreds or thousands of investors are wrong when you buy or sell a stock.

How can you go against the crowd without it going to your head? Vitaliy explores the psychology of disagreeing with the majority while maintaining humility.


Nov 10, 2022

It has been a while since Vitaliy updated listeners on his Uber investment, but a lot has changed. With the pandemic now behind us, we begin to get a better sense of what the business looks like going forward. And the future looks bright.

Our analysis of Uber link:

Nov 3, 2022

When the President decided to forgive $10,000 of student debt for everyone anyone earning below $125,000, he opened a very slippery slope of government bailouts.

If we continue to borrow from the future, we run the serious risk of becoming a society totally devoid of personal responsibility.

Worse still, we end up...

Oct 27, 2022

Vitaliy responds to a letter from a concerned client about recent (3 month) underperformance versus the index.

To do this, he zooms out to answer the question, What are we really trying to do? What has to be in place for IMA to achieve its investing goals? What do we need from clients in order to succeed?

You can read...

Sep 15, 2022

In the recent COVID-fueled soaring market, one fund became the canonical example of investor hyper-enthusiasm: ARK. But investors have seen this movie before.

Just like the boom fueled by Y2K worries at the turn of the century, many stocks impacted by pulled forward demand will see a painful unwinding.

You can read this...