Episodes
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Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio. Read my full article about AI here: ๐ฉ Join 86,000+ readers on...
The post Cable Stocks Keep Getting Punched In The Mouth – Ep 218 appeared first on The Intellectual Investor.
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AI is changing the way we live our life, and investing is no different. Here is how AI will change investing in my eyes. Read my full article about AI here: ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ Get my books: Soul in the...
The post How will AI Change Investing? – Conversations with Vitaliy – Ep 35 appeared first on The Intellectual Investor.
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Missing episodes?
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One of my principles in life is to have a net positive impact on the people I touch. If every single stock I discussed only went straight up, I wouldn't have to worry about it. But this is not how life works. ๐ฉ Join 86,000+ readers on my weekly...
The post No Shortcuts To Greatness: The Path To Successful Investing – Ep 217 appeared first on The Intellectual Investor.
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A reader of mine recently asked me how I would construct the optimal portfolio. Here is how I would do it. ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ Get my books: Soul in the Game - The Little Book of Sideways...
The post Construct the Optimal Portfolio – Conversations with Vitaliy – Ep 34 appeared first on The Intellectual Investor.
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You donโt have to worry about the market and its crazy valuations. Thatโs your neighborโs problem, not yours. In building your portfolio, we are aiming for resilience. ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ Get my books:...
The post Investing In A New Era Of Global Tensions – Ep 216 appeared first on The Intellectual Investor.
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Here are 4 Mental Models That Will Change Your Life: ๐๐ป๐๐ฒ๐ฟ๐๐ถ๐ผ๐ป ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ (๐๐ป๐๐ฝ๐ถ๐ฟ๐ฒ๐ฑ ๐ฏ๐ ๐๐ต๐ฎ๐ฟ๐น๐ถ๐ฒ ๐ ๐๐ป๐ด๐ฒ๐ฟ)...
The post 4 Mental Models To Change Your Thinking – Conversations with Vitaliy – Ep 33 appeared first on The Intellectual Investor.
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Today EV sales account for a tiny rounding error of total global car sales. Can traditional automobile companies successfully transition to making EVs? ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ GET MY BOOKS Soul in the...
The post Why the Survival and Dominance of Car Manufacturers is Far from Certain – Ep 215 appeared first on The Intellectual Investor.
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๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - My Key Links ๐ My website/blog - ๐ Business Website - ๐ฆ...
The post Will Your Kids Remember You? – Conversations with Vitaliy – Ep 32 appeared first on The Intellectual Investor.
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My brother Alex, my son Jonah, and I went to a conference in Switzerland. We saw this as an opportunity to turn the bookends of the trip into a small European vacation. ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ GET MY BOOKS...
The post Expanding Perspectives Through Travel โ From Spain to the UK – Ep 214 appeared first on The Intellectual Investor.
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๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - My Key Links ๐ My website/blog - ๐ Business Website - ๐ฆ...
The post This Advice Will Rewire Your Brain – Conversations with Vitaliy – Ep 31 appeared first on The Intellectual Investor.
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๐ฉ Join 85,000+ readers on my weekly email newsletter: ๐ Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - My Key Links ๐ My website/blog - ๐ Business Website - ๐ฆ...
The post The Real Definition of Wealth – Conversations with Vitaliy – Ep 30 appeared first on The Intellectual Investor.
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Use these stoic tools to become a great investor. ๐ฉ Join 85,000+ readers on my weekly email newsletter: ๐ Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - My Key Links ๐ My...
The post Stoic Tools to Become a Great Investor – Conversations with Vitaliy – Ep 29 appeared first on The Intellectual Investor.
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๐ฉ Join 85,000+ readers on my weekly email newsletter: ๐ GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS ๐ My website/blog - ๐ Business Website - ๐ฆ...
The post How To Invest Your First $100 in Under 2 Minutes – Conversations with Vitaliy – Ep 28 appeared first on The Intellectual Investor.
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Our society looks at abundance only from a positive perspective; however, it also has a very dark side. If scarcity is a disease that inflicts people in socialist countries, overabundance is a sickness prevalent in capitalist ones. ๐ฉ Join...
The post The Power of Constraints – Conversations with Vitaliy – Ep 27 appeared first on The Intellectual Investor.
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Today, you will listen to parts 3&4 of my Israel essay. ๐จ If you prefer to read the full essay, here it is: https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/ ๐ฉ Join 84,000+ readers on my weekly...
The post Antisemitism and Wokeness Threaten the Future of Israel and America – Part 3 & 4 – Ep 213 appeared first on The Intellectual Investor.
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Today, you will listen to parts 1&2 of my Israel essay. Tomorrow you will hear parts 3&4. ๐จ If you prefer to read the full essay, here it is: https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/ ...
The post Antisemitism and Wokeness Threaten the Future of Israel and America – Part 1 & 2 – Ep 212 appeared first on The Intellectual Investor.
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๐ฉ Join 84,000+ readers on my weekly email newsletter: ๐ GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS ๐ My website/blog - ๐ Business Website - ๐ฆ...
The post 10 Lessons in Investing Mastery – Conversations with Vitaliy – Ep 26 appeared first on The Intellectual Investor.
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This is the concept that got me into stoicism. Dichotomy of Control. ๐ฉ Join 82,000+ readers on my weekly email newsletter: ๐ GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - ...
The post Are You In Control? – Conversations with Vitaliy – Ep 25 appeared first on The Intellectual Investor.
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๐ฉ Join 82,000+ readers on my weekly email newsletter: ๐ GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS ๐ My website/blog - ๐ Business Website - ๐ฆ...
The post The Rise and Fall of Russia – Conversations with Vitaliy – Ep 24 appeared first on The Intellectual Investor.
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๐ฉ Join 82,000+ readers on my weekly email newsletter: ๐ GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS ๐ My website/blog - ๐ Business Website - ๐ฆ...
The post Never Run Out of Ideas – Conversations with Vitaliy – Ep 23 appeared first on The Intellectual Investor.
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