Preview Mode Links will not work in preview mode

Listen to articles here or read at investor.fm / To learn more about Vitaliy's investment services, visit imausa.com

Apr 18, 2024

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: https://investor.fm/my-thoughts-on-ai/

📩 Join 86,000+ readers on my weekly email newsletter:


Apr 16, 2024

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: https://investor.fm/my-thoughts-on-ai/

📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

📚 Get my books:

Soul in the Game...


Apr 12, 2024

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.

📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

📚 Get my books:

Soul...


Apr 9, 2024

A reader of mine recently asked me how I would construct the optimal portfolio. Here is how I would do it. 

📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

📚 Get my books:

Soul in the Game - https://amzn.to/47uaIF8 

The Little Book of Sideways Markets -


Apr 4, 2024

You don’t have to worry about the market and its crazy valuations. That’s your neighbor’s problem, not yours. In building your portfolio, we are aiming for resilience.

📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

📚 Get my books:

Soul in the Game -