9 Comments

Great take on working/living ... evolving dynamic always :). Enjoy the travelling and looking forward when you visit Vienna, Austria ... you won't be disappointed and I will be around for a chat :). Thank you for your writing, have a great summer!

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Jul 31, 2023Liked by Vitaliy Katsenelson

The Adagio of Spartacus and Phrygia may be the most romantic piece of music ever written.

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Interesting piece. Investing is beautiful because there are no barriers to entry... one can study anywhere & anytime.

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Aug 2, 2023Liked by Vitaliy Katsenelson

Indeed, well said & so true! Also not much a believe into any conspiracy theory out there meaning am an engineer by background and not dumb, but once I understood some finance and investing, the world opened to me ...

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Thank you, btw how many analysts you have, how is the team set? thanks! Have a great summer!

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One of your best articles. I agree with everything, and add the following statement. Last days, I took a vacation in Cancun. As my therapist ordered me, I didn't touch any investing activity during these days. It was a relaxating trip (I needed that). But, I realized that I NEED my investing rutine (reading, watching investing videos, thinking, writing). I mean, my 'IQ rutine', that also fuels my 'conviction' (an EQ component).

So, I agree with you that an investor MUST travel (and have some relaxation, and alternative creativity). But we NEED an intelectual daily rutine. We can not transit an extensive period with NO IQ work (that could be extremely dangerous). Daily 'Brain Gym' should be a commandment.

An 'equilibrium' must be the rule; I mean, both powerful forces.

PD. When you travel to Buenos Aires (Argentina) let me know.

Regards,

JMB

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Please give my regards to Sergey Guriev! He is indeed a brilliant, courageous man - one of my favorites form my times in Moscow. Esther Dyson

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Thanks for sharing Vitaliy, always interesting to read about how the greats find their process.

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Regarding your planned train journey -rather first check quality of the train between Budva and Belgrade - not sure if there was any modernisation after end of Yugoslavia yet.

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