The 6 Commandments of Value Investing - Ep 1
What is value investing? Vitaliy digests the concept into 6 simple principles – the same principles that helped Warren Buffett & Charlie Munger get to where they are today. Want to read this...
View ArticleMature Company Stocks Are Not Bonds – Stop Treating Them That Way - Ep 2
Dividend-paying stocks are the holy grail in today’s markets. So many companies end up endangering themselves by pumping out dividends to attract investors. Hear Vitaliy explain what factors investors...
View ArticleThe Real Secret About Why Corporate Mergers Fail - Ep 3
A lot of fanfare surrounds corporate mergers. There's talk of profits driven by "synergies". So why do they keep failing? Vitaliy uncovers the dark side of mergers that's often missing from the...
View ArticleWhat Will The Stock Market Do Next? - Ep 4
Every time the stock market takes a turn, all sorts of “experts” make all sorts of predictions about what’ll happen next. But who’s right? Can we even tell? Listen to Vitaliy’s value-investor take on...
View ArticleStock Investors: You Have Nothing to Fear but Fear Itself - Ep 5
The market is not your friend. Its up and down swings cause many an emotional investor to buy high and sell low. Listen to Vitaliy explain how you can avoid irrational investing and what rational...
View ArticleThis is What Happiness Feels Like - Ep 6
For a Jewish girl, bat mitzvah ranks somewhere alongside getting married and having a firstborn. Vitaliy revisits his Russian Jewish heritage and reflects on celebrating his daughter's important...
View ArticleShould Value Investors Stay at Cheap Hotels? The Values of Value Investing -...
Is value investing simply about buying cheap stocks? A question from a reader prompts Vitaliy's discussion of how value investing evolved from its origins with Ben Graham to its current application...
View ArticleSoftbank will succeed even if its WeWork investment doesn’t work out - Ep 8
Is SoftBank setting itself up for failure by investing in WeWork? Despite his apprehension regarding WeWork, Vitaliy isn't worried. Hear his take on it & the reasoning behind his investing firm's...
View Article50 Shades of Warren Buffett or Next Year In Omaha - Ep 9
Is the Berkshire Hathaway Annual Meeting really about Warren Buffett? With another annual meeting coming up, Vitaliy reflects on over a decade of making his pilgrimages to Omaha. You can read this...
View ArticleWhy I No Longer Mind Losing an Argument - Ep 10
Dale Carnegie's "How to Win Friends and Influence People" was one of the first American capitalist books to be translated in post-Soviet Russia. But it took Vitaliy many years to fully absorb the...
View ArticleWho Am I (and my composers)? - Ep 11
Vitaliy has long considered himself more American than Russian, so why does he feel that it's the Russian composers (like Rachmaninoff and Tchaikovsky) that speak to his soul? Vitaliy explores this...
View ArticleMoney Managers Are Not Factory Workers - Ep 12
It's the 21st century, but money managers still follow an office culture straight out of Henry Ford's early-1900s assembly line days. Is this hurting how money managers choose stocks? And how could...
View ArticleThe True Value of Macro Forecasting - Ep 13
Market forecasting is like weather forecasting: It has a short shelf life and is therefore of little use. But there is a place for macro forecasting in investing. Listen to Vitaliy explain what that...
View ArticleLetter to a Young Investor - Ep 14
What advice would Vitaliy give to a young, aspiring value investor today? The same advice he'd give his younger self as he was just graduating college. Hear Vitaliy say what he wishes he'd heard when...
View ArticleIs Value Investing Dead? - Ep 15
Value investors have underperformed over the past decade and many are starting to succumb to the allure of growth stocks. But is that because value investing is dead? Or is there another, more worrying...
View ArticleBeing A Father - Ep 16
What's better: leaving your children with $100M after you pass away, or leaving them with fond memories of your time together? Sparked by an unexpected comment from a millionaire's son, Vitaliy ponders...
View ArticleThe VC Bubble Is Putting Established Companies at Risk - Ep 17
Continuously low interest rates can create bubbles – and there's evidence that we're living through a venture capital bubble today. The problem is that when this bubble bursts, it won't just affect...
View ArticleInvestment Lessons Learned from the Poker Table - Ep 18
Having the second best hand in poker is dangerous: You're likely to go all in, and you may win, but you also risk losing it all. There's a lot of this going on in the investing world. Listen to Vitaliy...
View ArticleFor Investors, Discovering Truth Takes Time - Ep 19
"Time discovers truth," said Seneca – and he may have been speaking about the market (if by "truth" he meant "accurate valuation"). Listen to Vitaliy explain why. You can read this article online at:...
View ArticleShould You Invest in Marijuana Stocks? Ep - 20
As marijuana is becoming legalized in more and more states, many investors have considered investing in what is projected to be a booming industry. But should you invest in marijuana stocks? Here's...
View Article
