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Listen on: iTunes | Google Podcasts | Online Someone recently asked whether I think of myself as Russian, or American. My initial response (without thinking) was – American. But as I gave this question more thought I realized that the answer is more complex. First of all, the question is incomplete, as I have another identity – I’m Jewish (we’ll […]
As I am sitting down to write about our Zurich to Nice trip, I simply don’t know where to start, with so many random thoughts and impressions that I want to spill onto these pages; thus this writeup may end being more random than my most random writeups and full of open-ended thoughts. I’ll be […]
On January 28th my brother and I are flying to Zurich to attend VALUEx Klosters, organized by my friend Guy Spier (read more about Guy here). Alex and I attended the very first VALUEx in 2010 and absolutely loved it. Klosters is a small Swiss ski resort located right next door to the even more […]
January 2019 What I am about to share with you is somewhat random drivel about a topic that has been very important to me in 2018 – time. I am anything but an expert on it; and in fact, as you’ll see, this is something I fail in and am trying to fail less. I […]
My wife and I recently watched the movie Life Itself (available to stream for free on Amazon Prime). I am glad I didn’t look at ratings before I watched it, because it’s the second-worst-performing movie at the box office since 1982. Critics and movie goers alike absolutely hated it. But it’s beautifully filmed drama that […]
I’ve never been to a TED Talk, though I’ve watched plenty of them. This week I am going to attend the TEDx Talks in Hickory, NC, organized by my friend Chris Pavese. I am extra-excited because my friend Roben Farzad will be one of the speakers. Roben and I met in an interesting way. My […]
I am 14 months into working on my new book, The Intellectual Investor, which is far from being finished. I have written fifty thousand words but have yet to find answers I am looking for, and thus the journey continues. Working on this book has been one of the most fulfilling experiences of my life. […]
I am back from California. I really enjoyed my Q&A presentation to the CFA Society of Orange County. It was an extra-humbling experience, because one of the attendees drove eight hundred miles to see me speak! Since the whole presentation was in Q&A format, we had the opportunity to explore a lot of diverse topics. […]
As I get older I find that I value material things a lot less. I am still partial to gadgets, but soft things like conversations, walks – experiences – have started to matter to me a lot more than things. My writing was supposed to be about investing, how to make $2 out of $1, […]
I had the pleasure of speaking at the London Value Conference, which was a terrific, first-rate event. I did not make a formal presentation; instead I did Q&A with my friend, the wonderful David Shapiro. On the morning of the conference (which happened to be midnight in Denver), I found I had a hard time […]
