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The Intellectual Investor

@vitaliy.skystack.xyz

5 followers 0 following 44 posts

Value Investing, Life/Philosophy and Classical Music Explained This is an automated Substack Account of vitaliy.substack.com Discover more/Create at: @skystack.xyz

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The Intellectual Investor @vitaliy.skystack.xyz · 22/09/2026

You Are Responsible for What You Have Tamed

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You Are Responsible for What You Have Tamed

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The Intellectual Investor @vitaliy.skystack.xyz · 10/09/2026

Narrative Change (Part 1)

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Narrative Change (Part 1)

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The Intellectual Investor @vitaliy.skystack.xyz · 13/08/2026

Chess Nights at Red Robin

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Chess Nights at Red Robin

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The Intellectual Investor @vitaliy.skystack.xyz · 06/08/2026

Today’s Market = 1999 Capex + 2008 Credit

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Today’s Market = 1999 Capex + 2008 Credit

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The Intellectual Investor @vitaliy.skystack.xyz · 30/07/2026

You Don’t Need to Be an Expert to Hire One. You Need a Tunaman.

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You Don’t Need to Be an Expert to Hire One. You Need a Tunaman.

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The Intellectual Investor @vitaliy.skystack.xyz · 16/07/2026

You are not as smart as you think you are – Update 2026

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You are not as smart as you think you are – Update 2026

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The Intellectual Investor @vitaliy.skystack.xyz · 26/06/2026

Guy and I

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The Intellectual Investor @vitaliy.skystack.xyz · 18/06/2026

Fiddler on the Roof and Value Investing

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Fiddler on the Roof and Value Investing

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The Intellectual Investor @vitaliy.skystack.xyz · 11/06/2026

This Is Your Captain Speaking - Buckle Up

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This Is Your Captain Speaking - Buckle Up

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The Intellectual Investor @vitaliy.skystack.xyz · 04/06/2026

What to Do When a Stock Drops 25%

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What to Do When a Stock Drops 25%

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The Intellectual Investor @vitaliy.skystack.xyz · 28/05/2026

Greg Abel Takes Over Berkshire Hathaway: My Thoughts After Omaha 2026

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Greg Abel Takes Over Berkshire Hathaway: My Thoughts After Omaha 2026

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The Intellectual Investor @vitaliy.skystack.xyz · 21/05/2026

What the Iran War Reveals About the Dollar, Gold, and the End of US Exceptionalism

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What the Iran War Reveals About the Dollar, Gold, and the End of US Exceptionalism

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The Intellectual Investor @vitaliy.skystack.xyz · 07/05/2026

Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value

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Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value

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The Intellectual Investor @vitaliy.skystack.xyz · 29/04/2026

Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth

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Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth

The Intellectual Investor @vitaliy.skystack.xyz · 16/04/2026

Uber and Self-Driving Cars: The Utilization Problem Nobody Talks About

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Uber and Self-Driving Cars: The Utilization Problem Nobody Talks About

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The Intellectual Investor @vitaliy.skystack.xyz · 10/04/2026

What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio

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What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio

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The Intellectual Investor @vitaliy.skystack.xyz · 12/03/2026

On AI Eating The World

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On AI Eating The World

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The Intellectual Investor @vitaliy.skystack.xyz · 05/03/2026

10 Life Lessons I Passed On to My Daughter on Her Bat Mitzvah

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10 Life Lessons I Passed On to My Daughter on Her Bat Mitzvah

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The Intellectual Investor @vitaliy.skystack.xyz · 26/02/2026

Q&A: From Imposter Syndrome to Authenticity

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Q&A: From Imposter Syndrome to Authenticity

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The Intellectual Investor @vitaliy.skystack.xyz · 20/02/2026

The Church of Climate and the Law of Unintended Consequences

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The Church of Climate and the Law of Unintended Consequences

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The Intellectual Investor @vitaliy.skystack.xyz · 05/02/2026

Q&A Money Should Buy Time, Not Things

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Q&A Money Should Buy Time, Not Things

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The Intellectual Investor @vitaliy.skystack.xyz · 22/01/2026

Artificial Intelligence, Nvidia, and the Risk of Overinvestment - Part 2

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Artificial Intelligence, Nvidia, and the Risk of Overinvestment - Part 2

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The Intellectual Investor @vitaliy.skystack.xyz · 09/01/2026

Almanac 2025

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The Intellectual Investor @vitaliy.skystack.xyz · 19/12/2025

Learning to See

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Learning to See

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The Intellectual Investor @vitaliy.skystack.xyz · 04/12/2025

Surrounding Yourself with Greatness - Part 2

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Surrounding Yourself with Greatness - Part 2

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The Intellectual Investor @vitaliy.skystack.xyz · 25/11/2025

From Paris with Love, from London with Concern - Part 1

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From Paris with Love, from London with Concern - Part 1

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The Intellectual Investor @vitaliy.skystack.xyz · 20/11/2025

Who Am I? (and my composers)

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Who Am I? (and my composers)

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The Intellectual Investor @vitaliy.skystack.xyz · 13/11/2025

Omaha 2026 Breakfast + Get Together

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Omaha 2026 Breakfast + Get Together

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The Intellectual Investor @vitaliy.skystack.xyz · 06/11/2025

The Ability to Suffer - Part 2

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The Ability to Suffer - Part 2

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The Intellectual Investor @vitaliy.skystack.xyz · 30/10/2025

The Art of Rational Irrationality - Part 1

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The Art of Rational Irrationality - Part 1

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The Intellectual Investor @vitaliy.skystack.xyz · 21/10/2025

My Article in The Wall Street Journal

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My Article in The Wall Street Journal

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The Intellectual Investor @vitaliy.skystack.xyz · 16/10/2025

Why Smart Investors Should Sit Out the AI Arms Race

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Why Smart Investors Should Sit Out the AI Arms Race

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The Intellectual Investor @vitaliy.skystack.xyz · 25/09/2025

Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5)

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Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5)

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The Intellectual Investor @vitaliy.skystack.xyz · 18/09/2025

Why We Bought Aker BP: A Technology-First Oil Company (Part 4)

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Why We Bought Aker BP: A Technology-First Oil Company (Part 4)

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The Intellectual Investor @vitaliy.skystack.xyz · 11/09/2025

Charlie Kirk and the Cost of Courage

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Charlie Kirk and the Cost of Courage

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The Intellectual Investor @vitaliy.skystack.xyz · 14/08/2025

Inside Baseball How We Build Portfolios (Part 2)

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Inside Baseball How We Build Portfolios (Part 2)

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The Intellectual Investor @vitaliy.skystack.xyz · 07/08/2025

Skating on Thin Ice: Discipline, Doubt, and the Long Game (Part 1)

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Skating on Thin Ice: Discipline, Doubt, and the Long Game (Part 1)

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The Intellectual Investor @vitaliy.skystack.xyz · 10/07/2025

Emotional Resilience (interview). London, Munich, Vilnius, Riga

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Emotional Resilience (interview). London, Munich, Vilnius, Riga

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The Intellectual Investor @vitaliy.skystack.xyz · 12/06/2025

Q&A Part 3: Insights on AI, decision-making and battery technology

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Q&A Part 3: Insights on AI, decision-making and battery technology

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The Intellectual Investor @vitaliy.skystack.xyz · 06/06/2025

Choosing It

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The Intellectual Investor @vitaliy.skystack.xyz · 05/06/2025

Q&A Part 2: Uber, AI, and European Investments

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Q&A Part 2: Uber, AI, and European Investments

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The Intellectual Investor @vitaliy.skystack.xyz · 29/05/2025

Q&A Part 1: From Dumpster Diver to Quality Value Investor

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Q&A Part 1: From Dumpster Diver to Quality Value Investor

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The Intellectual Investor @vitaliy.skystack.xyz · 08/05/2025

Buffett and the Berkshire Paradox

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Buffett and the Berkshire Paradox

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The Intellectual Investor @vitaliy.skystack.xyz · 06/05/2025

Redefine “value” in this era of the US stock market

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Redefine “value” in this era of the US stock market

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