https://traffic.libsyn.com/secure/intellectualinvestor/Investing_QA_Part_1_v1_20-05-05_MP3.mp3 Nearly every year, Vitaliy does a Q&A-style lecture for students at universities in Denver. But since campuses are closed, he decided to take this year’s talk online. This podcast is part 1 of 2 of that recording. Enjoy! Disclosure: Read this before you buy your next stock   The post Investing Q&A: Small Caps vs Large Caps, Increasing Your Circle of Competence and Should Value Investors Buy Gold? Part 1 – Ep 66 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/A_framework_for_investing_during_the_COVID-19_crisis_v1_20-04-29_MP3.mp3 Vitaliy recently sat down (virtually) for a conversation with Gerhard Sogl from the CFA Society of the United Kingdom. They discussed IMA’s approach to investing during the uncertainty of the ongoing COVID-19 crisis and a framework that the IMA team uses to make sense of the situation and helps them approach investing in a rational manner. You can view interview online here-> https://www.youtube.com/watch?v=BCX4UV72kl8 Disclosure: Read this before you buy your next stock   The post A framework for investing during the COVID-19 crisis – Ep 65 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Was_Our_Money_Manager_Kidnapped_v3_20-04-24_MP3.mp3 This had never happened before. Several clients reached out to Vitaliy wondering if he had been kidnapped and someone else was making investment decisions in their accounts. The gist of their questions was: how you can go from making conservative investments to buying a dotcom-like stock that is losing money? How can this company even be a value investment? In this podcast, Vitaliy explores his firm’s investment in Uber, and how it fits within a value investing framework. Disclosure: Read this before you buy your next stock   The post Was Our Money Manager Kidnapped? – Ep 64 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/InvestED_Interview_Part_2_v1_20-04-20_MP3.mp3 Vitaliy spoke with Danielle Town of the InvestED podcast last October. They originally sat down to talk about investing, but the conversation turned into a reflection on his upbringing in Soviet Russia, parenting, budgeting, and more. Danielle is a New York Times bestselling author of “Invested”, founder of the value investing newsletter “The Invested Practice”, and co-host of the podcast InvestED with her investor father, Phil Town. She graciously allowed Vitaliy to reproduce the interview here, so have a listen to part 2 in this episode. Listen to part 1 here -> http://investor.fm/invested-interview-part-1-ep-62 Disclosure: Read this before you buy your next stock   The post InvestED Interview Part 2 – Ep 63 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/InvestED_Interview_Part_1_v2_20-04-13_MP3.mp3 Vitaliy spoke with Danielle Town of the InvestED podcast last October. They originally sat down to talk about investing, but the conversation turned into a reflection on his upbringing in Soviet Russia, parenting, budgeting, and more. Danielle is a New York Times bestselling author of “Invested”, founder of the value investing newsletter “The Invested Practice”, and co-host of the podcast InvestED with her investor father, Phil Town. She graciously allowed Vitaliy to reproduce the interview here, so have a listen to part 1 in this episode. Disclosure: Read this before you buy your next stock   The post InvestED Interview Part 1 – Ep 62 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Jet_Lag_Part_6_v1_20-04-06_MP3.mp3 A few weeks ago, Vitaliy and his daughter Hannah got up at 6 in the morning and drove more than an hour so she could play in her team’s volleyball tournament. Hannah’s team played four other teams, and each game had two or three sets. Hannah stood on the sidelines for all the games and did not touch the ball even once. Vitaliy was really upset, at first. But what Hannah said next surprised and inspired him. You can read article online at: https://contrarianedge.com/the-jet-lag-series-there-is-no-i-in-hannah-but-there-are-two-in-vitaliy/ The post The Jet Lag Series: There is no “I” in Hannah (But There are Two in “Vitaliy”) – Ep 61 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Announcing_the_All-Terrain_Dividend_Portfolio_v2_20-04-01_MP3.mp3 This is an announcement Vitaliy shared with his newsletter readers and he thought you, his podcast listeners, might want to hear it as well. It will be removed from this podcast stream when it’s no longer relevant. Vitaliy was finally able to do something he’s tried to do but could not for ten years: he’s built a dividend portfolio that’s “all-terrain” and that yields … well, you’ll have to listen to the end to find out. You can read article online at: https://contrarianedge.com/the-all-terrain-dividend-portfolio/ The post Announcing the All-Terrain Dividend Portfolio appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Jet_Lag_Part_3_v1_20-03-26_MP3.mp3 While in Venice, Vitaliy, his brother, and son visited a glass factory and watched a glassblowing demonstration. The glass artist took a ball of molten glass, stuck large forceps into it, and magic happened – he pulled a horse’s head, body, legs and tail out of it. A few strokes with a metal blade and they had seen the “birth” of a beautiful glass horse. After they left the factory, Alex, Jonah, and Vitaliy walked the streets of Murano, discussing whether this fellow was practicing an art or a craft. You can read article online at: https://contrarianedge.com/the-jet-lag-series-art-or-craft/ The post The Jet Lag Series: Art or Craft – Ep 60 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Never_let_a_good_crisis_go_to_waste_v1_20-03-25_MP3.mp3 Vitaliy recently spoke with Andrew Horowitz at “The Disciplined Investor” podcast. Andrew graciously allowed to share Vitaliy’s part of the interview with the Intellectual Investor audience. The discussion centers around this recession and why it’s not like any other previous one we’ve experienced. It also covered about why it’s the best thing that could’ve happened to IMA clients’ portfolios, what IMA’s game plan is going forward, and how it’s “microdosing” stock purchases to deal with the uncertainty of this time. Finally, Andrew and Vitaliy discuss assumptions Vitaliy is making about the future, what stocks he’s looking at right now, and what companies might not survive this crisis. Original Interview here-> http://thedisciplinedinvestor.com/blog/2020/03/21/tdi-podcast-investment-microdosing-654/ Disclosure: Read this before you buy your next stock   The post Never Let a Good Crisis Go to Waste – Ep 59 appeared first on The Intellectual Investor.

https://traffic.libsyn.com/secure/intellectualinvestor/Markets_in_Turmoil_v3_20-03-19_MP3.mp3 In this podcast, Vitaliy shares a recent (brief) letter he wrote to clients about how he and his firm are responding to Coronavirus and the recent selloff in the stock market. After touching on the day to day at IMA, Vitaliy elaborates on how he is taking advantage of volatility to buy great businesses at wonderful prices. He hopes you enjoy it! You can read this article online at: https://contrarianedge.com/markets-in-turmoil-our-game-plan/ Disclosure: Read this before you buy your next stock   The post Markets in Turmoil: Our Game Plan – Ep 58 appeared first on The Intellectual Investor.