The Intellectual Investor
The Intellectual Investor
Dotcom 2.0 bubble has burst. What is next? - Ep 163
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Dotcom 2.0 bubble has burst. What is next? - Ep 163

In the recent COVID-fueled soaring market, one fund became the canonical example of investor hyper-enthusiasm: ARK. But investors have seen this movie before.

Just like the boom fueled by Y2K worries at the turn of the century, many stocks impacted by pulled forward demand will see a painful unwinding.

You can read this article online here: https://contrarianedge.com/arkk-stocks-sunk/

Please read the following important disclosure: https://contrarianedge.com/diclosure/

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The Intellectual Investor
The Intellectual Investor
How would a value investor like Warren Buffett look at today's crazy markets? What stocks would he buy? And what would he say about today's much-loved or much-hated companies?
Featured in Financial Times, Fortune, Barron's, Business Insider, MarketWatch, and many others, Vitaliy Katsenelson's often contrarian articles on value investing, classical music, and life in general have already generated something of a cult following.
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