Comments for Vitaliy Katsenelson Contrarian Edge

Hi Vitaliy, Would love to hear your perspective again on this. I see Israel making many mistakes in this war and the damage to humanity has been great. Some where a line need to drawn on how much...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-15276

Re EVs vs ICEs, read Hertz article in Bloomberg. A good part of technological adaptation revolves around the installed base of support. Without it, it is slow. A good part revolves around relativ...

https://investor.fm/next-year-in-omaha-2024-edition/#comment-15236

Mr. Katsenelson, I , very much, appreciate ALL of your communications, especially your father's artwork. His work is quite good and I am pleased you recognize it for what it is. I wil confess, yo...

https://investor.fm/hedging-the-portfolio-with-weapons-of-mass-destruction/#comment-15228

Hi Vitaliy, As a long time industry professional, I enjoy not only the content of your articles but also you’re unique ability to explain fairly complex concepts in an interesting, fun, easy to...

https://investor.fm/hedging-the-portfolio-with-weapons-of-mass-destruction/#comment-15187

Vitaly, I very much like the protective collar strategy. I remember first learning about it when a colleague of mine advised a Dutch pension fund with these strategies in the mid '80s. As you ind...

https://investor.fm/hedging-the-portfolio-with-weapons-of-mass-destruction/#comment-15186

Greetings Mr. Katsenelson, The investment analysis of Uber was very good, imo. But it is a bit outdated versus the current environment in April of 2024. Robotaxies have made a lot of progress and...

https://investor.fm/our-analysis-of-uber-updated/#comment-15183

Vitaly, your article was insightful as always. The one point I would disagree with is that Tesla has car service figured out. My friend who purchased a Tesla 3 to 4 yours ago is constantly irrita...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-15110

Like many of the above comments, I am also pessismistic about Tesla as company. Tomorrow is the result date for Tesla. I am expecting a very bad result. I conspire that Elon did the 10% reduction...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-15051

In reply to Mike. Mike, I was going to respond to Vitaliy and then read ...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-15022

Mr. Katsenelson, I have no quarrel with your suggestion that legacy auto companies may go the way of the dodo, but strongly disagree that they will do so if they don’t go 100% EV. To use histor...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-14987

I am not a client but religiously read your articles. I just want to mention something about the broadband business of cable. We are getting only the internet through our cable provider (cut the ...

https://investor.fm/cable-stocks-keep-getting-punched-in-the-mouth/#comment-14894

An old Jewish saying, in times of war the laws go silent! I am not Jewish but have Jewish friends, you are right if this was happening to the USA would the people cry as bad as they are about kil...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-14790

In reply to Mike. EVs, for *some* owners, can have an *advantage* of con...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-14787

Helps

https://investor.fm/letter-to-a-young-investor/#comment-14543

i love it

https://investor.fm/reappraising-chinas-staggering-growth/#comment-14536

Good morning?. Have woken up to a very Wanderfull article from you. It's very educative and introduces one to the concept of investment and how we can look at research as we travel and put new id...

https://investor.fm/how-do-i-get-any-research-done-since-i-travel-a-lot/#comment-14443

The article and the reality we must face definitely resonated. Appreciate your willingness to take a stand on things that matter in a world focused too much on things that don’t.

https://investor.fm/investing-in-a-new-era-of-global-tensions/#comment-14440

In reply to Mark Weshinskey. I am baffled as to why you’re considering this comedy show ...

https://investor.fm/my-appearance-of-john-olivers-last-week-tonight-kind-of/#comment-14303

great article, great points, so true, anytime read article I really know about I see is full of 'mistakes' if not intentional distortions.

https://investor.fm/my-appearance-of-john-olivers-last-week-tonight-kind-of/#comment-14299

I appreciate your comment on the show, but I think you are doing the very same thing that you accuse John Oliver of doing. Your article lacks nuance and the appreciation of feedback that many of ...

https://investor.fm/my-appearance-of-john-olivers-last-week-tonight-kind-of/#comment-14291

MSM and Cable have lost all credibility and serve only those in echochambers to reinforce their accepted narrative. There is no longer a Fourth Estate; just shills for those in power. I learned m...

https://investor.fm/my-appearance-of-john-olivers-last-week-tonight-kind-of/#comment-14290

Thank You for Today's Article, Mr. Katsenelson. Trusting Today's Media Sources is an Exercise in Futility. Futile to believe the Narrative being spewed by Those who take Their Marching Orders fro...

https://investor.fm/my-appearance-of-john-olivers-last-week-tonight-kind-of/#comment-14281

The point revealed in the article, in my opinion, isn't what happened to Vitaly but rather what goes on in the media today, entertainment or supposedly real news. I read a well regarded newspaper...

https://investor.fm/my-appearance-of-john-olivers-last-week-tonight-kind-of/#comment-14279

You, Ryan McBeth, and Perun on a YouTube channel together would be great!

https://investor.fm/my-appearance-of-john-olivers-last-week-tonight-kind-of/#comment-14278

Thou protest far too much. In case you have amnesia, you are watching a comedy show. This is not journalism. This is comedy along with some divulging of information that most people have no idea ...

https://investor.fm/my-appearance-of-john-olivers-last-week-tonight-kind-of/#comment-14276

Some years ago (late 1970's) I worked briefly at the John D. and Catherine T. MacArthur Foundation in Chicago. Mr. Gell-Mann was a director of the Foundation and I met him (i.e., was introduced t...

https://investor.fm/my-appearance-of-john-olivers-last-week-tonight-kind-of/#comment-14275

I’m with you. It’s bread and circus time in America.

https://investor.fm/my-appearance-of-john-olivers-last-week-tonight-kind-of/#comment-14274

I stopped watching Oliver after his first 2 episodes, saw enough to realize how he distorts facts.

https://investor.fm/my-appearance-of-john-olivers-last-week-tonight-kind-of/#comment-14273

Enjoyed the article today. This "in a way" reminds me of another Michael Crichton theme I live by and that's the forward to Jurassic Park. Don't get me wrong I believe the earth's climate is chan...

https://investor.fm/my-appearance-of-john-olivers-last-week-tonight-kind-of/#comment-14272

I watch John Oliver occasionally because I do appreciate biting satire. I don't take anything he says at face value. I saw his polemic against consultants and specifically McKinsey. He got a grea...

https://investor.fm/my-appearance-of-john-olivers-last-week-tonight-kind-of/#comment-14271

Vitality, Yes, you are very smart man and you got sucker punched by that idiot. Unless you control the microphone, your information will be taken out of context. I guess it’s a lesson learned. ...

https://investor.fm/my-appearance-of-john-olivers-last-week-tonight-kind-of/#comment-14270

Bubba, well stated. I think you point to the age-old truth that beating the market consistently over the long term is almost impossible for money managers to achieve. That is why "interesting" st...

https://investor.fm/no-shortcuts-to-greatness-the-path-to-successful-investing/#comment-14269

Vitaliy: Can I have your view of Comcast now instead of a few weeks in the future. I am a dividend oriented investor of 50 years and Comcast still fits my investment strategy for now ). Buy, sell...

https://investor.fm/no-shortcuts-to-greatness-the-path-to-successful-investing/#comment-14074

Hello Vitaly—- What is the performance ( returns) of your entire clients’ portfolios for several different time period?

https://investor.fm/no-shortcuts-to-greatness-the-path-to-successful-investing/#comment-14060

You said it perfectly. Look at smart investors 13Fs for the foundation of one’s own research. managers are right 55% of the time. Great mangers admit mistakes and cut losses quickly. Due to tim...

https://investor.fm/no-shortcuts-to-greatness-the-path-to-successful-investing/#comment-14048

This is probably one of the best articles ever written for the general public on investing. Concise, great examples, honest, good flow. All good. Thanks.

https://investor.fm/no-shortcuts-to-greatness-the-path-to-successful-investing/#comment-14047

Hi Mr. Katsenelson, Great article and enjoyed reading it. After a lot of research I ended up buying Uber during several of the periodic dumps. Personally I think there is on the order of a 75% pr...

https://investor.fm/no-shortcuts-to-greatness-the-path-to-successful-investing/#comment-14043

A very good article that outlines - you have to do your homework - as by the time one seems any named stock in an article, the factors related to the stock being mentioned will have changed. Let ...

https://investor.fm/no-shortcuts-to-greatness-the-path-to-successful-investing/#comment-14042

Vitaly; I have read your postings regularly ever since seeing you at several of the Creighton Value Panel discussions at Berkshire annual meetings many years ago.. I regarded your views and inves...

https://investor.fm/no-shortcuts-to-greatness-the-path-to-successful-investing/#comment-14041

Great article! I love the part you call it 'gambling' and not investing. I tell my clients to go to Vegas to gamble, though :)

https://investor.fm/no-shortcuts-to-greatness-the-path-to-successful-investing/#comment-14040

As usual, Excellent Advice...Your Portfolio should be the result of a LOT of work and insight. Other People's Portfolios such as Vitaliy's or Mr. Buffett's should only be a starting Point. The Me...

https://investor.fm/no-shortcuts-to-greatness-the-path-to-successful-investing/#comment-14039

The guy that claimed that he was a “big fan” yet picked one stock from your 13F to take a large position has only himself to blame. If he was truly a fan that read your letters, he wouldn’t...

https://investor.fm/no-shortcuts-to-greatness-the-path-to-successful-investing/#comment-14027

Thanks for the thoughtful article. My thought is that anyone who manages money (particularly an equity based strategy) should be judged against the S&P 500. A very transparent comparison of perfo...

https://investor.fm/no-shortcuts-to-greatness-the-path-to-successful-investing/#comment-14023

My only comment relates to your anecdote relating to the number of people who served you a small meal or just the tea; my spouse and I had a similar experience in a South African fast food place ...

https://investor.fm/the-real-country-of-contrasts-our-unforgettable-trip-to-india/#comment-13931

In reply to Kevin Duffy. Right on, Kevin! I'm going to read your hypertext arti...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-13814

In reply to John Clement. Glad you brought that up, John. I think the chaos sta...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-13813

You didn't cover the "resale" market for EV's. I've heard that selling or trading-in a used EV is difficult. Potential buyers have heard the stories of $20,000 battery replacement charges and the...

https://investor.fm/putting-a-charge-back-into-the-ev-market/#comment-13808

The dynamic of tesla has changed a lot recently. The choice to go with pure visual inputs has tied in really well with transformer agi models and so the FullSelfDriving (FSD) is getting way bette...

https://investor.fm/putting-a-charge-back-into-the-ev-market/#comment-13806

The article is excellent. It shows the skill that an investor, with experience and deep knowledge of the market, can have to accurately draw the global geopolitical situation. This is not an easy...

https://investor.fm/investing-in-a-new-era-of-global-tensions/#comment-13797

In reply to Arnie Hobbs. There are now 2 very large sources of Lithium in North America, the volcano site...

https://investor.fm/putting-a-charge-back-into-the-ev-market/#comment-13792

In reply to Tim D. Two letters: I.Q.

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-13790

Good article that leaves out the biggest reason of the last 5 years to buy one: GHG emissions eliminated. Yes, the battery materials mining has a bigger impact on the environment than some of the...

https://investor.fm/putting-a-charge-back-into-the-ev-market/#comment-13786

great article

https://investor.fm/investing-in-a-new-era-of-global-tensions/#comment-13737

ty, I truly appreciate being a member, it is nice to hear another view,, I'd think if (dad) he was not in the basement for so many years, he would of not gotten cancer..

https://investor.fm/being-a-father/#comment-13668

Looks like EVs definitely emit less GHGs, mine to tailpipe, than ICES. https://www.canarymedia.com/articles/electric-vehicles/chart-evs-are-definitely-cleaner-than-gas-cars-over-their-lifetime

https://investor.fm/putting-a-charge-back-into-the-ev-market/#comment-13567

In reply to Andy. I hope you write, with equal animus, to Syrians, Jordanians,...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-13474

Great article thank you 😊

https://investor.fm/see-more-clearly-with-these-two-mental-models/#comment-13445

Overall a good article but there are a couple of factual errors. Teslas are not the fastest charging vehicles. Tesla uses a 500V architecture for their batteries. Porsche, Huyndai, Kia, Genisis, ...

https://investor.fm/putting-a-charge-back-into-the-ev-market/#comment-13434

Vitaly, I have enjoyed your writings but this article I find way too biased. You, and Zionists, conflate anti-semitism with anti-israel's treatment of Palestinians, which is misleading. Anti-zion...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-13271

I saw a link to this on zerohedge and then read some of your other stuff too. Very interesting. In this case I certainly agree with you on woke/die/Israel and the general American tendency to not...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-13269

Consider in the Nokia/Apple context Sun Microsystems - very disruptive tech; brilliant engineering; fantastic software - that the corporate customer did not understand and therefore did not buy. ...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-13267

Dear Vitaliy, I an an American of the Jewish faith. When I was 10 years old, I watched the horror of the 1967 Israeli war and told my mother that I wanted to go fight for the IDF. When I was in c...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-13223

I bought my model 3 shortly after you bought yours. I was blown away by it and assumed Tesla would have iphone - like demand and would sell every car they could produce for many years. And yet 5 ...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-13221

Somehow the idea of woke has mutated into something else. I think the word was chosen very well. We, as a country, often fall into a mindless and complacent rut of behavior day after day. This is...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-13219

The EV cars seem not to be the solution for curbing the CO2 emission. Despite the generous subsidies provided by Norvegian government, Norwegians are reluctant to give up their ICE vehicles compl...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-13144

Comparing the Nokia/Apple or the Barnes and Noble/Amazon transition in the same light as the ICE/EV conversion is not correct. Apple and Amazon had vastly superior products in almost every way th...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-13097

EVs are not new......they were first......EVs are essentially overpriced golf carts.....and are a good idea. The problem is the lack of infrastructure support.....The ICE support system (gas stat...

https://investor.fm/next-year-in-omaha-2024-edition/#comment-13075

Any updates regarding the earlier article on Charter Communication company? Thank you.

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-13043

Another old company that missed the boat into the new world order was Kodak. Even though Kodak invented digital photography, they couldn’t envision a world beyond the film that made them rich. ...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-13035

Used to work in product development at one of the Big 3 domestic vehicle manufacturers many years ago. I was asked to do an analysis of EV potential in the US, as manufacturers were concerned abo...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-13031

Here is a "new" but old problem. Tires wear out, and the resulting pollution of tire wear and brake pad wear create more "emissions" than ICE cars exhaust these days. EVs of comparable sizes typi...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-13017

RE- "Tesla’s model is more customer-friendly" I know many thousands if not millions of drivers who dispute that. In fact I loved the Teslas I tested but held off buying due in part to all the h...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-13016

Back in the day of Nokia primacy I was selling power amps to them a low asp product. Nokia told me they wanted all the margin in their ecosystem and would look to making power amps themselves! I ...

https://investor.fm/next-year-in-omaha-2024-edition/#comment-13013

Thanks for introducing the concept of the First Principles Model and subsequently applying it to the examples of smartphones and EVs. Is Toyota trying to split the middle by devoting so many reso...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-13012

Great article on EV cars. You are just as lucid as Warren Buffet

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-13011

I understand your pleasure with your Tesla purchase, however I believe Tesla is a short lived investment. There are so many short comings with an EV it is difficult to begin. Just to start there ...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-13010

I am following this long-lasting reasoning of yours, Vitaliy. It is really a pleasure. I am thankful for that. However. Elon says he starts from physics, from first-principles. One of the first-p...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-13007

Another point about Amazon: they make $$$$ today being a one-stop shop for almost everything. I hardly go to stores anymore because why waste time looking in half a dozen brick-n-mortar retailers...

https://investor.fm/why-the-survival-and-dominance-of-car-manufacturers-is-far-from-certain-2/#comment-13006

Vitality, You are a thoughtful and smart person. Not everybody on the other side has uninformed opinions based on shortcuts. There are many other conflicts in the Middle East and elsewhere that e...

https://investor.fm/dont-let-history-repeat-itself/#comment-11930

In reply to Robert R Langguth. And just think, he may be our president one day ...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-11823

One key mistake when thinking about infrastructure for EVs is to assume that the infrastructure must resemble the infrastructure implemented for ICE vehicles. "Imagine a world where it takes only...

https://investor.fm/putting-a-charge-back-into-the-ev-market/#comment-10624

A question that is either overlooked or intentionally avoided regarding EV's and renewables. If they are so great, why are both heavily subsidized with taxpayer dollars to encourage purchasing. I...

https://investor.fm/putting-a-charge-back-into-the-ev-market/#comment-10250

The homeownership rate in the USA is app. 66%. And that includes condo and co-op owners without garages and in-house charging ability. For those who can charge from their home to their car if par...

https://investor.fm/putting-a-charge-back-into-the-ev-market/#comment-10210

Overall, a very balanced article. Some things that you should touch on: EVs require much less maintenance than ICE vehicles but require frequent replacement of expensive tires. Fire is a safety i...

https://investor.fm/putting-a-charge-back-into-the-ev-market/#comment-10205

Vitaliy, After the extermination of human live, mainly children, by Israel in Gaza, how do you dare to say “The IDF is liberating Gazans from Hamas; It is trying very hard to spare civilian liv...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-10188

I now have my 3rd Tesla Model S. All of your points about the advantages of EV are correct in my experience: Low maintenance, driving experience, convenient charging at home, low cost of running ...

https://investor.fm/putting-a-charge-back-into-the-ev-market/#comment-10186

As always I enjoy your father's art( soul) and your writing. I believe one issue you didn't raise which will make those of us fearful types resist buying or leasing an EV. The missing link isn't ...

https://investor.fm/putting-a-charge-back-into-the-ev-market/#comment-10185

Hello Vitaliy, I enjoyed your How to Save America and Israel essay and agree with many of your comments. I am shocked by how quickly academia flipped and decided they didn’t need to protect the...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-10182

I wasn't sure but with due respect, decided to go ahead and post this. Perhaps you might think of them as some counter-arguments that you may already be aware of. Hamas started the events of 10/7...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-10152

PS While I have always been sympathetic and supported Israel in the past, Israel’s brutal retaliation against Hamas I cannot support. I am disgusted at the level of death and destruction Israel...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-10111

You talk about the Woke virus here but what about the deplorable cynicism of people like Netanyahu who was trying to do everything to stop any talks on a two state solution while paying off Hamas...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-10110

Also highly recommend this very interesting, informative and objective write up about history of Palestine and Izralel. https://www.bostonreview.net/articles/false-messiahs/

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-10052

Concise, cogent, clear. A perfect summation of the situation. Thank you! BILL.

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-10043

Great series of articles. I share your despair at the woke/dei approach to everything. How far are we from AI enabled DEI giving new born babies their degree grades and jobs for life based on the...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9967

Vitally. Excellent article. Lots of points you hit the nail on the head. One comment I have and I know you are agnostic, but history shows in Jewish and European history that once that society pl...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9947

Vitaly - so interesting that suddenly our positions merge in one. For you "wake up call" was weak and muddled reaction to October 7 HAMAS attack on Israel. For me - war in Ukraine that USA provok...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9943

In reply to Kevin Duffy. For a history of Israel one should read the Bible, the...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9942

Hi Vitaliy, Everyone has a bias and you've been open with yours: 1) you thank your lucky stars you're an American and 2) you've experienced antisemitism first hand. Unfortunately, this means you'...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9912

Israel is at war today against enemiea that have sworn to kill them. Palestinians are united the same way the Germans and Japanese supported the expansionist ideas of Hitler and Tojo. War is crue...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9910

Excellent assessment and analysis. I would suggest a slight modification to your comment in Part 4 where you said, "Israel will not exist 50 years from now without a strong US." It is my firm bel...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9900

Certainly the extreme “wokeness” has become an issue we need to deal with especially in this BS about the opresser/opressed class of people. However the tone of this article seems to suggest ...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9883

Larry Shillock Tue, Jan 16, 3:59 PM (2 days ago) to Vitaliy Vitaliy, Please slow down a bit here. Students are not hired or admitted to elite universities "solely"--a world you use several time...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9848

Thanks for your essay ! Few thoughts below: Disclaimer: I'm an Arab born in Morocco and living in Europe since a decade now. I'm overall agnostic, I’m in a particular position where I have plen...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9841

We are a society that is losing its pragmatism. We used to be a country of practical, innovative problem solvers, and now we are turning into a country of useful idiots, where a tiny woke minorit...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9839

Your last missive struck a chord with me. Here is some food for thought from a former teacher who also is a former employer of high school graduates in the military... I have an unusual perspecti...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9837

any jewish person or cathlic that votes for a democrat is a useful idiot

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9834

Vitaly, thanks for the article. Parts 2 and 4 are my favorite. Totally agree with your analysis. October 7 events and celebrative response on it taking place in many US universities was an awaken...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9833

You make good points, but I think no discussion of real prejudice, racism, or colonialism makes your arguments too one sided. These are real problems that need to be solved. Perhaps extreme woken...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9831

any jew or catholic who votes for a democrat is an idiot

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9830

Good afternoon, Vitaliy. I first saw your “Contrarian Edge” articles in Better Investing magazine, and I then subscribed to your email list a few months ago. I enjoy your investment comments ...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9829

Read all four parts. Excellent work. Thank you

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9828

Dear Vitaliy- Regarding Part 1- Firstly, I believe that one statement is incorrect. "This country of eight million Jews turned into one big family," should read 7,208,000 Jews and 2,634,000 non-J...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9826

In reply to Robert R Langguth. Exactly!

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9821

In reply to Brett Newman. Blowback from the "privileged," or from more qualifie...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9820

in california, a gov. newsom committee has declared that mathematics is a form of white oppression and advanced math classes should be eliminated in high school; the progressive/totalitarians wil...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9776

Hi Vitaliy, I enjoyed reading your thoughts on the topic of DEI. Since you touched upon affirmative action, I would emphasize one of your observations that rings very true: "But Asians are neithe...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9775

I am writing to say that I agree with all you’ve said in this latest three part essay. I am not a Jew, nor Agnostic. I am a Christian. But I can plainly see it is the Jews who have contributed ...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9774

Great article. I don't think Buffett was as afraid as you described him in your article. I liked the way he responded to the father of several girls who said Planned Parenthood promoted promiscui...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9773

To have a conversation at college you need dissent. So, we need at least people that will speak a position with research and discussion. We want to have discussion to teach discussion. How can we...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9771

Relative to your grade socialism. This happened in high schools many years ago. I saw some when I was a school board member in the 1980s. I observed other instances as a soccer referee instructor...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9770

I emailed you directly, re part 2. As to part 3 - once again a bit of a straw man argument. Grade inflation has been around since at least the 1980s. There is nothing new or unique about what you...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9768

I emailed you directly, but to make sure - here is my comment on part 2 of your series: "This is really disappointing. Not so much for the issue of addressing some of the absurdity of extreme int...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9767

I'm a 998 year old retired intellectual property attorney. When my children were young I taught them rudimentary chess. then I would take them to Manhatten to enter youth chess tornaments such as...

https://investor.fm/chess-saga-continues/#comment-9724

Wonderful article and perspective on what America is supposed to be. We believe in everyone should have the opportunity given they have the skill. Should everyone have an opportunity to gain the ...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9710

In my view, Wokeness is the illegitimate stepchild of how I understand Affirmative Action operates, or should. If two candidates have equal qualifications, but one of them is a member of an under...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9707

Thanks for the article, Vitaly. Some thoughts I would like to share: 1/ If there is "a so-called intersectional pyramid of oppression where whites, Jews, and Asians are deemed oppressors", then w...

https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/#comment-9416

Vitaliy: Curious to know your thoughts on Barry Habib's thoughts on low housing supply and surging household formation and earning power swamping the effect of higher mortgage rates. He sees adva...

https://investor.fm/are-housing-prices-about-to-drop-a-value-investors-take/#comment-4351

The TITANS book was one of the best books on business I have ever read. Thanks SO much for sharing it via your video. Jonathan Gunter

https://investor.fm/vision-pro-is-the-vision-of-the-future/#comment-1714

Hi Vitaliy, Overall, I agree with what you've stated in your article. As usual, it is well-written and clearly stated. I'd like to suggest that another factor in this equation is, in some markets...

https://investor.fm/are-housing-prices-about-to-drop-a-value-investors-take/#comment-1657

Vitaly, thanks so much for introducing me to Alma Deutsher. OMG, my head is spinning.

https://investor.fm/are-housing-prices-about-to-drop-a-value-investors-take/#comment-1567

Chapeau!

https://investor.fm/russia-history-repeats-itself/#comment-708

My dad owned a bagel shop. You made the right choice.

https://investor.fm/the-stock-market-the-economy-possible-outcomes-how-to-invest/#comment-703

When we stop caring about what other people think about us, we start to live. It's a natural tendency that we MUST destroy.

https://investor.fm/control-your-thoughts-on-the-economy/#comment-709

Thanks for sharing, Vitaly. Great piece of information to reinforce our EQ.

https://investor.fm/what-i-learned-from-the-oracle-of-omaha/#comment-707

I don't think I can afford the management fee but on the other hand, if I am losing money, maybe having some help would lead to better overall results even after subtracting the management fee.

https://investor.fm/the-stock-market-the-economy-possible-outcomes-how-to-invest/#comment-702

Foo, Vitaly, this is not a classic libertarian solution: "Banks are utilities and should be regulated as such by the government." I think free markets are much more capable of "regulating" the be...

https://investor.fm/what-to-expect-after-the-silicon-valley-bank-collapse/#comment-705

There is capitalism as ideological theory and/or as utopian fantasy. Then there is the actual functioning capitalism that we have. Present capitalism hasn't failed, but rather has succeeded as de...

https://investor.fm/libertarians-view-on-the-bailout-of-the-banking-system-unexpected/#comment-706

Thank you for your thoughtful articles. Having created the conditions for massive inflation on both the fiscal and monetary side, the FED has made the mistake of trying to rapidly bring down infl...

https://investor.fm/what-to-expect-after-the-silicon-valley-bank-collapse/#comment-704

thank you for the concise analysis However I really enjoy your writng so maybe you could do the compressed summary as an introduction the the longer version after . It would provide the option to...

https://investor.fm/the-stock-market-the-economy-possible-outcomes-how-to-invest/#comment-701

Your conciseness is refreshing and thoughtful. Investing is not telling a story but the analysis of mathematical data. Whereas there is variability to translating that data, story telling can by ...

https://investor.fm/the-stock-market-the-economy-possible-outcomes-how-to-invest/#comment-700

Enjoyable reading. Wonderful common sense—which really is not very common. Keep it up!

https://investor.fm/read-buy-next-stock-awesome-research/#comment-251

thank you for discussing charlie munger; most people don't even know who he is; approximate 90% of berkshire's value has come from buffett following munger's advice

https://investor.fm/values-value-investing/#comment-247

Seeing India through your eyes makes me appreciate it even more. Thanks a lot !

https://investor.fm/the-real-country-of-contrasts-our-unforgettable-trip-to-india/#comment-452

India defies explanation. Most outsiders who try to "explain" it fail miserably, as do legions of insiders. I applaud you for trying, but unfortunately, there is little to nothing of value in you...

https://investor.fm/the-real-country-of-contrasts-our-unforgettable-trip-to-india/#comment-451

As a first timer and westerner ( I just came back on January 15 ) I have to agree on how ignorant and so not ready I was for this experience. It does not matter how much reading you do. It can no...

https://investor.fm/the-real-country-of-contrasts-our-unforgettable-trip-to-india/#comment-450

Just returned from India-New Dehli, Agra, and Goa. From what I saw India is already a great (and growing) economic power. I saw the tallest apartment complexes I have ever seen in my life leaving...

https://investor.fm/the-real-country-of-contrasts-our-unforgettable-trip-to-india/#comment-449

I liked your conclusion and some of your observations. A portion of the essay appears to be hackneyed stereotype, which one can read from typical writings about India, my motherland . That said, ...

https://investor.fm/the-real-country-of-contrasts-our-unforgettable-trip-to-india/#comment-448

These observations cover very well-trodden ground and are quite trite (not wrong, just superficial). The author should get out more often.

https://investor.fm/the-real-country-of-contrasts-our-unforgettable-trip-to-india/#comment-447

I enjoyed this. As a child born of Indian parents who grew up in the US, my experience of India has echoes of yours, and vice versa. I first went at the age of 7, too young to process what I saw ...

https://investor.fm/the-real-country-of-contrasts-our-unforgettable-trip-to-india/#comment-446

Quite boring. Try going out more to reduce the amount of learning you have to do.

https://investor.fm/the-real-country-of-contrasts-our-unforgettable-trip-to-india/#comment-445

inarticulate*

https://investor.fm/the-real-country-of-contrasts-our-unforgettable-trip-to-india/#comment-444

I find your observations on India extremely stereotypical , prejudiced and viewing everything from an abrahamic vision . your observations on caste stereotypical and by somebody who does not care...

https://investor.fm/the-real-country-of-contrasts-our-unforgettable-trip-to-india/#comment-443

I am not a CFA but a CIMA. Otherwise I would have attended your lecture. Your essay on India is very real and your exposure brilliant. in Hindi we say "Chalta Hai". That means its going on. Regar...

https://investor.fm/the-real-country-of-contrasts-our-unforgettable-trip-to-india/#comment-442

Excellent article - very good points. Thanks for sharing your insight and experience. The Little Book of Sideways Markets sounds very interesting.

https://investor.fm/position-sizing-how-to-construct-portfolios-that-protect-you/#comment-325

I activly use Options to hedge my positions and am curious about your position on hedging ?

https://investor.fm/how-to-invest-when-theres-nowhere-to-hide/#comment-305

nice to find your website. i guess you were right to get out of softbank though i believe that the drop in baba was ludicrous and i have purchased more shares. softbank has made dozens of investm...

https://investor.fm/stock-market-roller-coaster-prepare-for-a-decade-or-two-of-disappointing-returns/#comment-439

Update us on Russia/Ukraine? I tuned in to a podcast with Maajid Nawaz on www.Odysee.com and it was quite disturbing as to the real reasons this game continues....What if anything do you know abo...

https://investor.fm/how-greed-and-leverage-destroyed-the-crypto-tulip-market/#comment-455

Do you consider that Bitcoin can replace USD as reserve currency?

https://investor.fm/how-greed-and-leverage-destroyed-the-crypto-tulip-market/#comment-454

Another superb article! I've been a reader for years. Your contributions to value investing and education are legendary.

https://investor.fm/how-greed-and-leverage-destroyed-the-crypto-tulip-market/#comment-453

I share every single word here with you!!!

https://investor.fm/a-value-investors-analysis-of-student-loan-forgiveness/#comment-409

It was never meant to actually happen, just a ploy to get votes ahead of election, they will bring it up again before next election

https://investor.fm/a-value-investors-analysis-of-student-loan-forgiveness/#comment-408

Your article on Crypto Fraud is the best journalism!!!

https://investor.fm/how-to-invest-in-inflation/#comment-241

A useful book is John F. Cogan's The High Cost of Good Intentions: A History of U.S. Federal Entitlement Programs. It being published by Stanford in 2017, it doesn't deal with the current disorde...

https://investor.fm/the-invisible-hand-balancing-supply-and-demand-in-a-capitalist-economy/#comment-252

Hi Vitaliy- Ned Rule of LotusGroup Capital here. Read your book and love your stuff. If you are in/around Denver, time to meet over lunch/coffee? We have two RIAs in Central Denver. Let's connect...

https://investor.fm/sideways-market/#comment-280

Beautiful and captivating. Can't wait to read the remaining essays. Also, signed up for your classical music Saturdays. I'm kind of excited to learn. Thank you.

https://investor.fm/war-in-ukraine-why-i-was-blindsided-part-1/#comment-338

Any updates thoughts on CHTR?

https://investor.fm/charter-communications-chtr-stock-heads-we-win-tails-we-dont-lose/#comment-397

Programmer here. My whole life. Have the degree, worked in the field for 30 years. Blockchain is useless garbage.It is a giant linked list with hashes. The list being a list of all transactions s...

https://investor.fm/curmudgeon-on-cryptocurrency/#comment-284

I'm going to digest this before commenting having just read it, but would it beat S&P 500 or Mr. Bogle? Bob Stewart

https://investor.fm/letter-from-the-value-investing-mental-asylum-or-how-i-embraced-stoics/#comment-292

Thanks for the read. I'm not a crypto guy, but I don't think you've done your due diligence on Bitcoin...the difference between PoW over PoS and why PoW is so significant, the known supply schedu...

https://investor.fm/curmudgeon-on-cryptocurrency/#comment-283

Vitaliy: I apologize for misspelling your name in my comment I left for this article, and your excellent contributions to life as we know it.

https://investor.fm/random-thoughts-on-the-russian-war-in-ukraine-hint-its-not-going-well-for-russia/#comment-425

Vitaly: Your summary and conclusions are well-founded, informed, perceptive, intuitive, enlightening, and full of hope that the ill-fated attempt to lord it over others is doomed to fail in a glo...

https://investor.fm/random-thoughts-on-the-russian-war-in-ukraine-hint-its-not-going-well-for-russia/#comment-424

nice work! just two minor comments: 1) "The Russian army is barely defending Kherson" -> Kherson already liberated by Ukraine 2) "Being drafted into the Russian army then was like serving a three...

https://investor.fm/random-thoughts-on-the-russian-war-in-ukraine-hint-its-not-going-well-for-russia/#comment-423

Thank you so much for sharing information and insights into events that are half the globe away from the U.S. I cannot wait till there is an uprising buy all the regular citizens against Putin to...

https://investor.fm/war-in-ukraine-part-3-the-future-of-russia/#comment-362

I have a feeling far left policies like these will probably cost democrats losing the Congress majority.

https://investor.fm/a-value-investors-analysis-of-student-loan-forgiveness/#comment-407

In reply to Jack. You got it all wrong. This war isn't about Ukrain...

https://investor.fm/random-thoughts-on-the-russian-war-in-ukraine-hint-its-not-going-well-for-russia/#comment-422

Fantastic common sense article as usual. I'm patiently waiting for the recession on the sideline with a fair amount of cash. I'm too afraid to buy anything since when the recession comes, everyth...

https://investor.fm/why-non-transitory-recession-is-coming-and-how-to-face-it-as-an-investor/#comment-438

Vitality, Simply put, of your educational articles/columns/essays the past few years, this my favorite.

https://investor.fm/why-non-transitory-recession-is-coming-and-how-to-face-it-as-an-investor/#comment-437

Greetings from another curmudgeon :-)

https://investor.fm/curmudgeon-on-cryptocurrency/#comment-282

Vitaliy, After reading a few of your dissertations on your view of life and investing I have a short story of my/our investments. mainly our investments have been in our construction related subc...

https://investor.fm/why-non-transitory-recession-is-coming-and-how-to-face-it-as-an-investor/#comment-436

In reply to John Cannon. Good clarification.

https://investor.fm/are-housing-prices-about-to-drop-a-value-investors-take/#comment-435

In reply to Joseph Bowden. Joe, this website has every article I've ever written.

https://investor.fm/are-housing-prices-about-to-drop-a-value-investors-take/#comment-434

We greatly enjoy your music and investing commentaries. We regret your political commentaries. You are missing the inflammatory natures and evil intent of the Davos globalists and the Brussels EU...

https://investor.fm/random-thoughts-on-the-russian-war-in-ukraine-hint-its-not-going-well-for-russia/#comment-421

In reply to Jack. You forget that the Axis countries were only rebu...

https://investor.fm/random-thoughts-on-the-russian-war-in-ukraine-hint-its-not-going-well-for-russia/#comment-420

As a mortgage consultant, the only correction I would make is that the borrower who finds themselves short on income would be advised to "Start driving Uber 3 years ago so we would have two years...

https://investor.fm/are-housing-prices-about-to-drop-a-value-investors-take/#comment-433

Vitaliy, A simple and logical analysis, clearly stated and very much to the point. I particularly liked your discussion of the timing and causes of these events as prices rise and rates rise, the...

https://investor.fm/are-housing-prices-about-to-drop-a-value-investors-take/#comment-432

Vitaliy, well said , Joe PS : where can I find some of your thoughts on Investing , Joe ?

https://investor.fm/are-housing-prices-about-to-drop-a-value-investors-take/#comment-431

Vitaliy , I enjoyed reading your well thought out comments , Joseph

https://investor.fm/random-thoughts-on-the-russian-war-in-ukraine-hint-its-not-going-well-for-russia/#comment-419

Love your articles and analysis. Incidentally, another disincentive to selling a home in California is you have property taxes assessed on the current property value in the new home whereas in yo...

https://investor.fm/are-housing-prices-about-to-drop-a-value-investors-take/#comment-430

Thank you VK. As a proclaimed long-term value investor, is your view of housing adequately reflected in housing stocks today?

https://investor.fm/are-housing-prices-about-to-drop-a-value-investors-take/#comment-429

Russia is not doing well so the nuclear option is very real. Forget strategic nuclear bombs, back Russia into a corner and the world could be turned upside down overnight. After all, this is how ...

https://investor.fm/random-thoughts-on-the-russian-war-in-ukraine-hint-its-not-going-well-for-russia/#comment-418

You are born Russian. I am a great follower of Isaac Asimov, born a Russian Jew. This war takes out what he foresaw. Putin is a mutant like Asimov's Mule. In one of his books, I think "Foundation...

https://investor.fm/random-thoughts-on-the-russian-war-in-ukraine-hint-its-not-going-well-for-russia/#comment-417

Russia oil sanctions review. https://mishtalk.com/economics/hoot-of-the-day-russian-oil-gets-to-us-via-sanction-loophole

https://investor.fm/random-thoughts-on-the-russian-war-in-ukraine-hint-its-not-going-well-for-russia/#comment-416

Thank you Vitaliy for these insights. The first thing that came to mind on reading it is how bad the Russian soldiers appear. They must not have just retreated but turned tail to leave all that e...

https://investor.fm/random-thoughts-on-the-russian-war-in-ukraine-hint-its-not-going-well-for-russia/#comment-415

It is always with great pleasure and captivation that i gobble up your writings.Intelligent and unbiased ,a delight for someone like me always in search of the truth in a caldron of diversity…....

https://investor.fm/war-in-ukraine-part-4-are-there-neo-nazis-in-ukraine/#comment-382

Thank you for an informative set of thoughts. To your list of Russian strategies to win the war, you might add that Putin is trying to make common cause with conservative Republicans in the hope ...

https://investor.fm/random-thoughts-on-the-russian-war-in-ukraine-hint-its-not-going-well-for-russia/#comment-414

Excellent summary. Agree with your conclusions. Would have liked you to have been able to confirm the numbers re the Ukraine vs Russia exchange of tanks and other war materiel. But I understand t...

https://investor.fm/random-thoughts-on-the-russian-war-in-ukraine-hint-its-not-going-well-for-russia/#comment-413

good analysis

https://investor.fm/random-thoughts-on-the-russian-war-in-ukraine-hint-its-not-going-well-for-russia/#comment-412

How much is Uber stock worth? This guy thinks about half of what it will be in a year: https://www.mauldineconomics.com/editorial/im-doing-a-180-on-this-dumb-stock1 Once again, leading the though...

https://investor.fm/why-we-bought-more-uber-shares-as-the-stock-fell/#comment-428

As it happens, you do have a chance to register your opinion on student loan bailouts and other government policy decisions this November 8. Vote!

https://investor.fm/a-value-investors-analysis-of-student-loan-forgiveness/#comment-406

Very nice story. I loved Boston Legal as well.

https://investor.fm/looking-for-denny-crane-at-a-star-trek-convention/#comment-272

Would be my dream trip someday!

https://investor.fm/the-trip-to-europe-that-wasnt-about-europe/#comment-426

Very good information

https://investor.fm/ima-is-not-for-everyone-im-fine-with-that/#comment-410

That's a scary experience. My wife and I decided that swimming lessons were to be our children's first lesson in risk management, dressed up as fun and entertainment. I am glad Mia Sarah is safe....

https://investor.fm/hug-your-kids/#comment-255

Initially, I established Dolphin Vision to prevent drawing in the water. Our product creates little interest among investors and swimming pool managers (probably because you need it just once and...

https://investor.fm/hug-your-kids/#comment-254

It's 2022 September now. In 2022, Tesla is going to produce 1.4 million of cars, and its margin is at 30%. It has reached escape velocity and generated tons of cash. Its stock has increase 13x si...

https://investor.fm/is-tesla-apple-is-elon-musk-steve-jobs/#comment-278

LOVE YOUR CONTENT, LOVE LEARNING

https://investor.fm/free-value-investing-curriculum-for-college-students/#comment-287

The most responsible thing the Feral gub'mint could do - aside from telling the borrowers to "suck it up and deal" - would be to claw back the money from the universities that benefited the most ...

https://investor.fm/a-value-investors-analysis-of-student-loan-forgiveness/#comment-405

I love your personal and vulnerable way of sharing your life philosophy and how it is thread through your investments decisions and recommendations. Lastly your fathers beautiful and delicate art...

https://investor.fm/inspiring-stories-hard-won-life-lessons-introducing-my-new-book/#comment-393

good staff!

https://investor.fm/why-we-bought-more-uber-shares-as-the-stock-fell/#comment-427

In reply to Rich. The "last mile" is where we dig with shovels and destroy the opt...

https://investor.fm/charter-communications-chtr-stock-heads-we-win-tails-we-dont-lose/#comment-396

Great article, thank you for taking the time to share. Very impacting, insightful, and helpful.

https://investor.fm/tribalism-in-investing-might-leave-you-broke/#comment-277

Dear Vitali, I enjoyed reading your articles . They sre well thought out and make a lot of sense , Joe Bowden

https://investor.fm/why-is-inflation-so-high-right-now-6-reasons/#comment-387

Vitaly you have a great gift of using common relatable events to explain Stoic philosophy. Simple but relatable article. Kudos👏👏

https://investor.fm/sitting-on-the-tarmac-in-the-land-of-stoicism/#comment-392

Thank you. So very much ... Sent with love. J.

https://investor.fm/how-stoicism-can-help-you-have-soul-in-the-game/#comment-404

From Colombia,life´s lesson and lesoss for life, thanks very much.

https://investor.fm/how-stoicism-can-help-you-have-soul-in-the-game/#comment-403

"...the last mile is actually not fiber but ethernet cable..." ??? What do you mean by ethernet cable?Could you clarify?

https://investor.fm/charter-communications-chtr-stock-heads-we-win-tails-we-dont-lose/#comment-395

Different numbers but, conceptually, your thesis also applies to Comcast (CMCSA), yes?

https://investor.fm/charter-communications-chtr-stock-heads-we-win-tails-we-dont-lose/#comment-394

Arbeit macht frei, Jude.

https://investor.fm/who-am-i-and-my-composers/#comment-260

There are no "Nazis" in Ukraine...there are patriots of the country (as any country has) but not Nazis...And Azov fighters are not Nazis...nobody of them has a swastica tatoos (it would be a big ...

https://investor.fm/putin-the-mask-is-off-europe-is-next/#comment-402

In reply to RN. >> "this is a war that could have been avoided if NATO had not kept expanding" This is a... no....

https://investor.fm/putin-the-mask-is-off-europe-is-next/#comment-401

You are understandably talking from the wound. BUT, this is a war that could have been avoided if NATO had not kept expanding. NATO (US included) won the (cold) war, but could loose the peace bec...

https://investor.fm/putin-the-mask-is-off-europe-is-next/#comment-400

Really loved podcast episode 28 of your Personal Manifesto. Would love to be able to share a PDF with my friends and family. -Rocky

https://investor.fm/my-personal-manifesto-article/#comment-258

Thank you for your insightful explanations of what is happening. I have been a part of several mission trips to Russia and have met and continue to have many incredible Russian friends. The peopl...

https://investor.fm/war-in-ukraine-part-4-are-there-neo-nazis-in-ukraine/#comment-381

In reply to benjamindavidsteele. > Yet we tend to only see the authoritarianism in our enemies ...

https://investor.fm/war-in-ukraine-part-4-are-there-neo-nazis-in-ukraine/#comment-380

This article is telling the brutal reality in a very straight and genuine way. Thank you. It was also great to see how your understanding of what is driving kremlin predator-like politics has bee...

https://investor.fm/putin-the-mask-is-off-europe-is-next/#comment-399

Great and instructiv as always..... Kind regards from Dresden, Germsny

https://investor.fm/arkk-stocks-sunk/#comment-398

Dear Vitali I enjoyed the reading. I agree with you on defense companies. Don’t you think China will go to war on Taiwan and the US will be shocked with scarcity and massive inflation? Or the K...

https://investor.fm/why-is-inflation-so-high-right-now-6-reasons/#comment-386

Very good insights here. I would only add the concept of reversion to the mean. In 50 years of investing, I have found that to be a powerful force. In a similar vein, I quote Roman Consul and Gen...

https://investor.fm/covid-inflation-and-value-investing-millennial-investing-interview/#comment-329

Regarding the decentralization of call center / customer service jobs, I respectfully disagree. These entry level jobs generally employ the least experienced workers who require one on one superv...

https://investor.fm/covid-inflation-and-value-investing-millennial-investing-interview/#comment-328

Si quieres hacer reír a Dios, cuéntale tus planes…

https://investor.fm/sitting-on-the-tarmac-in-the-land-of-stoicism/#comment-391

I tried to invest in the market index March of 2009. the S&P was at 666. Reading all about the Great Depression I thought their was going to be a dead cat bounce. Yellen/ Bernanke took care of th...

https://investor.fm/why-is-inflation-so-high-right-now-6-reasons/#comment-385

I like the way you think!

https://investor.fm/sitting-on-the-tarmac-in-the-land-of-stoicism/#comment-390

Outstanding

https://investor.fm/sitting-on-the-tarmac-in-the-land-of-stoicism/#comment-389

so sorry. Must have been very frustrating. That said, you'll need to practice A LOT OF STOICISM for a lot of frustration if you don't leave a lot more buffer time than you did when dealing with a...

https://investor.fm/sitting-on-the-tarmac-in-the-land-of-stoicism/#comment-388

My first time reading. While I can't corporate the accuracy of the content, I love the " easy to read " writhing style.

https://investor.fm/why-is-inflation-so-high-right-now-6-reasons/#comment-384

I read all 4 articles. Well-written, understandable, and even objective (hard to do given where you were born and where you live). I appreciated your sensitivity to both Russians and Ukrainians. ...

https://investor.fm/war-in-ukraine-part-4-are-there-neo-nazis-in-ukraine/#comment-379

I really appreciate being able to read your articles, written by one who grew up in Russia and still talks to some of his Russian friends. Being Jewish, it should be impossible for anyone to call...

https://investor.fm/war-in-ukraine-part-4-are-there-neo-nazis-in-ukraine/#comment-378

I’m trying to understand why banks and countries are investing in crypto. Now that is a pyramid. I always enjoy the stories about your children. From St. Louis

https://investor.fm/i-kid-you-not-crazy/#comment-312

Hi Vitaly, I will be pleased if you let me know in advance when you plan your "next year in Jerusalem". I will be glad to meet you, and if you like - to show you around. Ami

https://investor.fm/50-shades-of-warren-buffet-or-next-year-in-omaha/#comment-253

Beautiful story thank you for sharing

https://investor.fm/girls-gambit/#comment-231

Great articles, very insightful and the writing is fresh and original. I agree with the earlier comment: if you have not done so yet, you should submit to NYT, WaPo, FA. Thank you and keep up the...

https://investor.fm/war-in-ukraine-part-4-are-there-neo-nazis-in-ukraine/#comment-377

Well written and completely sensible. Intuitively the average 'ape' should be able to see through theses scams...but as PT Barnum said; 'a sucker born every minute'. Thanks Vitaliy for your voice...

https://investor.fm/i-kid-you-not-crazy/#comment-311

In reply to Vitaliy Katsenelson. thank you!

https://investor.fm/war-in-ukraine-part-4-are-there-neo-nazis-in-ukraine/#comment-376

Enjoyed your article. I have been looking for a good entry point for investing in nuclear power. Three companies are on my list. My wife and I were going to watch the 2004 Phantom of the Opera an...

https://investor.fm/why-green-energy-is-a-luxury-belief-but-wont-be-one-forever/#comment-321

BRAVO! As a life-long student of and a frequent lecturer on the Jewish History of Ukraine, I fully appreciate the complexity, sensitivity and controversy of this subject. I often tell my audience...

https://investor.fm/war-in-ukraine-part-4-are-there-neo-nazis-in-ukraine/#comment-375

Thank you for the depth of thought so missing today in favor of intriguing headline void of substance. My grandparents left Ukraine prior to WWII and kept our culture but embraced America

https://investor.fm/war-in-ukraine-part-4-are-there-neo-nazis-in-ukraine/#comment-374

"I remember visiting the Holocaust Museum in Jerusalem and hearing a story about a group of Jewish refugees from the Soviet Union finding their way to Japan during WWII." Your recollection is gar...

https://investor.fm/war-in-ukraine-why-i-was-blindsided-part-1/#comment-337

Ordered!

https://investor.fm/soul-in-the-game-the-art-of-a-meaningful-life/#comment-383

I am an Asimov follower.By pshycohistory Putin would possibly be a MUTANT with an heavy inferiority complex. Remember the Berlin Wall fell when Putin was in charge in East Berlin. Li9ke the MULE ...

https://investor.fm/war-in-ukraine-why-i-was-blindsided-part-1/#comment-336

In reply to akkerman. Valuable perspective, thoughfully written. Thanks

https://investor.fm/war-in-ukraine-why-i-was-blindsided-part-1/#comment-335