Munga Buffer talks about circular competence or living with an inner scorecard. Charlie Munger's lesson that you should be playing games that you can win at rather than what others want you to play. Monish Pabrai has a very concentrated portfolio of 10 stocks and it fit his personality.
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.