The Intellectual Investor

Listen now

More Episodes

Hedging The Portfolio With Weapons Of Mass Destruction – Ep 219

Read my full article about AI here: 📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - My Key Links 🌍 My website/blog - ... The post Hedging The Portfolio With Weapons Of Mass Destruction...

Published 04/25/24

Skin in the Game vs Soul in the Game – Conversations with Vitaliy – Ep 36

If you want to learn more about Soul in the Game, you can a copy of my book here: 📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value... The post Skin in the Game vs Soul in the Game – Conversations...

Published 04/23/24

Cable Stocks Keep Getting Punched In The Mouth – Ep 218

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: 📩 Join 86,000+ readers on... The post Cable Stocks Keep Getting Punched In...

Published 04/18/24