https://traffic.libsyn.com/secure/intellectualinvestor/Investing_for_Beginners_Interview_Part_2_v1_20-10-01_MP3.mp3 Part 2 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part two of a two part series, they take a deep dive into Uber as a value investment, the competitive threat from Tesla and self-driving cars, and the capital expenditure required to justify Tesla’s valuation. Enjoy! Vitaliy’s 13-page analysis of Uber (click here to read it) You can listen to part 1 here-> https://investor.fm/investing-for-beginners-interview-part-1-ep-95   The post Investing for Beginners Interview – Part 2 – Ep 96 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Investing_for_Beginners_Interview_Part_1_v1_20-10-01_MP3.mp3 Part 1 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part one of a two part series, they discuss how Coronavirus has impacted IMA’s investing, the USD as reserve currency, IMA’s investment in defense stocks, and the role that macroeconomics plays in investing today. Enjoy!   The post Investing for Beginners Interview – Part 1 – Ep 95 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Letter_from_the_Value_Investing_Mental_Asylum_or_How_I_Embraced_Stoics_v2_20-09-28_MP3.mp3 Vitaliy would be lying if he told you that over the last few years investing was not frustrating. Over that time, he’s felt like he was driving the wrong way on a one-way growth highway. Albert Einstein defined insanity as “doing the same thing over and over again but expecting a different outcome.” Vitaliy can relate to this on some level. In this podcast, Vitaliy shares why he is not writing this from a mental asylum. He found solace in Stoicism. Video link-> https://www.youtube.com/watch?v=fm2cnP1ruag You can read this article online here-> https://contrarianedge.com/letter-from-the-value-investing-mental-asylum-or-how-i-embraced-stoics/ Disclosure: Read this before you buy your next stock     The post Letter from the Value Investing Mental Asylum or How I Embraced Stoics – Ep 94 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/The_Warren_Buffett_and_Charlie_Munger_Show_v2_20-09-21_MP3.mp3 The definition of a cult is “misplaced or excessive admiration for a particular person or thing”; and while you can argue that admiration for Buffett is at times a bit excessive, it is hardly misplaced. There are tens of thousands of people (including Vitaliy) who’ll openly admit that Buffett’s popularization of Benjamin Graham’s teachings has had a tremendously positive impact on their lives. In this podcast, Vitaliy takes you inside the Berkshire Hathaway Annual Meeting in Omaha. You can read this article online here-> https://contrarianedge.com/the-warren-buffett-charlie-munger-show/ The post The Warren Buffett & Charlie Munger Show – Ep 93 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Why_do_I_torture_my_kids__with_classical_music_v2_20-09-14_MP3.mp3 Lately, Vitaliy has been pondering whether and how to instill a love of classical music in his kids, a passion that was passed to Vitaliy from his own parents. Should he insist on piano lessons, or weekly listening sessions? Reflecting on his experience growing up, Vitaliy shares what is behind his love of classical, as well as a lesson on how to impart one’s values to one’s children. You can read this article online here-> https://contrarianedge.com/torture-kids-classical-music/ The post Why do I torture my kids … with classical music? – Ep 92 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Svenska_Handelsbanken_v2_20-08-26_MP3.mp3 In this podcast, Vitaliy discusses his investment in Swedish bank Svenska Handelsbanken, and what makes their culture so unique. He then gives a short explanation on when book value works as a measure of intrinsic value, and why it often doesn’t. Finally Vitaliy makes an announcement that should be of interest if you are a college student with a passion for value investing. You can read these articles online here: https://contrarianedge.com/svenska-handelsbanken-and-how-to-use-book-value/ and https://contrarianedge.com/free-value-investing-curriculum-for-college-students/ Disclosure: Read this before you buy your next stock   Sign up link-> https://imausa.com/signup-for-students/     The post Svenska Handelsbanken, The Value of Book Value, and a Free Value Investing Course for Students – Ep 91 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Jonahs_WFH_v2_20-08-28_MP3.mp3 In this podcast, Vitaliy describes the next adventure his son Jonah will have going to college from Hawaii, as well as the role that defense stocks play in IMA’s portfolios today. You can read these articles online here: https://contrarianedge.com/jonah-doing-jonahs-thing/ and https://contrarianedge.com/defense-stocks/. Disclosure: Read this before you buy your next stock   The post Jonah’s WFH Adventure (Work from Hawaii), and Defending Our Portfolio with Defense – Ep 90 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Accent_Podcast_Pt._2_v2_20-08-24_MP3.mp3 In Part 2 of Vitaliy’s interview with Aznaur Midov on the Accent Podcast, Aznaur and Vitaliy continue their discussion on investing and life. Vitaliy explains how time can slow down when investors face a loss and what to do about it, how investing is evolving, the difference between work and productivity, and a personal finance hack Vitaliy uses. Vitaliy ends with a story about his time in the Navy, and his favorite country to visit (hint: it’s not a country). Enjoy! You can listen to part one here. Disclosure: Read this before you buy your next stock   The post Accent Podcast Interview – Part Two – Ep 89 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Accent_Podcast_Pt._1_v2_20-08-24_MP3.mp3 In November 2019, Vitaliy had the pleasure to sit down with Aznaur Midov, fellow Russian immigrant and host of the Accent Podcast, to talk about Vitaliy’s story and lessons from 20 years of investing. In part 1 of a 2 part podcast, Vitaliy shares his thoughts on how value investing has evolved, the difference between value and “growth at a reasonable price”, the role of diversification and rebalancing, and how he finds new stock ideas. Enjoy! You can listen to part two here. Disclosure: Read this before you buy your next stock   The post Accent Podcast Interview – Part One – Ep 88 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Beloved_Country._Unloved_Hedge._v2_20-08-17_MP3.mp3 Vitaliy hated every minute he spent working on this podcast, because he got close to a line he doesn’t like to cross – the politics line. It was particularly painful because it made him think more about the negative changes that are happening to the country he loves. But as investors, we have to think about how changes in the world impact our portfolio. Here’s how Vitaliy considers the role of the US Dollar in tomorrow’s world. You can read this article online at: https://contrarianedge.com/beloved-country-unloved-hedge/ Disclosure: Read this before you buy your next stock   The post Beloved Country. Unloved Hedge. – Ep 87 appeared first on The Intellectual Investor.