The way we view the world is shaped tremendously through the lens of our micro environment. I call it myopic circles. During the pandemic, everybody around me was vaccinated unless they had some very specific medical condition. But Mexican neighborhoods in Denver are almost like a different universe. These people don't rarely use credit cards. They mostly use cash. If you arm yourself with mental models, you will often see what others don't.
Vitaliy Katsenelson is a value inevstor and CEO of Investment Management Associates. He is also the author of Soul in the Game: The Art of a Meaningful Life. In this episode, we discuss his journey as a value investor, how investors can practice thoughtful arrogance to make sound investing decision, the idea of being a student of life, stoicism, what having soul in the game really means, and much more.