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    Business

    The Intellectual Investor – Value Investing by Vitaliy Katsenelson

    Value Investing, Life & Philosophy and Classical Music Explained by Vitaliy Katsenelson

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    Copyright: Vitaliy Katsenelson © 2019

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    Latest Episodes:
    Science Fiction Stock Analysis – Conversations with Vitaliy – Ep 48 Jul 30, 2024
    Show notes

    https://traffic.libsyn.com/secure/intellectualinvestor/Science_Fiction_Stock_Analysis.mp3

    📩 Join 89,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

    📚 Get my books:

    Soul in the Game – https://amzn.to/43CF73v

    The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ

    Active Value Investing – https://amzn.to/3u8zn3A

    WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

    The post Science Fiction Stock Analysis – Conversations with Vitaliy – Ep 48 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.


    The Magnificent 7 and the Dangers of Market Hype – Ep 224 Jul 25, 2024
    Show notes

    https://traffic.libsyn.com/secure/intellectualinvestor/The_Magnificent_7_and_the_Dangers_of_Market_Hype_v1_2024-07-24_1_1.mp3

    Despite the S&P 500 showing gains in the mid-teens, the average stock on the market is either up slightly or flat for the year. Most of the gains in the index came from the Magnificent 7 stocks, which constitute 35% of the index!

    The Magnificent 7 are starting to look like the Nifty Fifty stocks from the 1970s (Kodak, Polaroid, Avon, Xerox, and others) – stocks you “had to own” or you were left behind – until all your gains were taken away or you faced a decade or two of no returns. Forty years later, it’s easy to dismiss these companies as has-beens. They’ve all either gone bankrupt or become irrelevant. But back then, they were the stars of corporate America, just like the Magnificent 7 are today.

    📩 Join 89,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

    📚 Get my books:

    Soul in the Game – https://amzn.to/43CF73v

    The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ

    Active Value Investing – https://amzn.to/3u8zn3A

    WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

    The post The Magnificent 7 and the Dangers of Market Hype – Ep 224 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.


    What Makes for a Great Investor? – Conversations with Vitaliy – Ep 47 Jul 23, 2024
    Show notes

    https://traffic.libsyn.com/secure/intellectualinvestor/Ep_47_-_What_Makes_For_a_Great_Investor_320__kbps.mp3

    📩 Join 89,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

    📚 Get my books:

    Soul in the Game – https://amzn.to/43CF73v

    The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ

    Active Value Investing – https://amzn.to/3u8zn3A

    WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

    The post What Makes for a Great Investor? – Conversations with Vitaliy – Ep 47 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.


    The Right Way To Think – Conversations with Vitaliy – Ep 46 Jul 09, 2024
    Show notes

    📩 Join 88,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

    📚 Get my books:

    Soul in the Game – https://amzn.to/43CF73v

    The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ

    Active Value Investing – https://amzn.to/3u8zn3A

    WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

    The post The Right Way To Think – Conversations with Vitaliy – Ep 46 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.


    Benefits of Travel- Conversations with Vitaliy – Ep 45 Jul 02, 2024
    Show notes

    https://traffic.libsyn.com/secure/intellectualinvestor/Why_You_Should_Travel_320__kbps.mp3

    📩 Join 88,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

    📚 Get my books:

    Soul in the Game – https://amzn.to/43CF73v

    The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ

    Active Value Investing – https://amzn.to/3u8zn3A

    WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

    The post Benefits of Travel- Conversations with Vitaliy – Ep 45 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.


    The Slippery Slope Of Student Loan Forgiveness – Edition 2024 – Ep 223 Jun 13, 2024
    Show notes

    https://traffic.libsyn.com/secure/intellectualinvestor/The_Slippery_Slope_of_Student_Loan_Forgiveness_-_Edition_2024_v1_2024-06-04.mp3

    My daughter Hannah was just accepted to University of Denver. She might take out student loans. Why wouldn’t she?

    📩 Join 87,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

    📚 Get my books:

    Soul in the Game – https://amzn.to/43CF73v

    The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ

    Active Value Investing – https://amzn.to/3u8zn3A

    WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

    The post The Slippery Slope Of Student Loan Forgiveness – Edition 2024 – Ep 223 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.


    Crash Course in Failure – Conversations with Vitaliy – Ep 43 Jun 11, 2024
    Show notes

    https://traffic.libsyn.com/secure/intellectualinvestor/Ep_43_-_3_Minute_Crash_Course_in_Failure_I_Vitaliy_Katsenelson.mp3

    📩 Join 87,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

    📚 Get my books:

    Soul in the Game – https://amzn.to/43CF73v

    The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ

    Active Value Investing – https://amzn.to/3u8zn3A

    WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

    The post Crash Course in Failure – Conversations with Vitaliy – Ep 43 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.


    30 Years in America – Edition 2024 – Ep 222 Jun 06, 2024
    Show notes

    https://traffic.libsyn.com/secure/intellectualinvestor/30_Years_in_America_-_Edition_2024_v1_2024-06-04.mp3

    This week, I am going to share with you two essays that I wrote a few years ago. I want you to see this country through the eyes of an immigrant. If you were born here, you have only seen prosperity, making it more likely for you to take what you have for granted. We tend to not appreciate what we have until we lose it.

    📩 Join 87,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

    📚 Get my books:

    Soul in the Game – https://amzn.to/43CF73v

    The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ

    Active Value Investing – https://amzn.to/3u8zn3A

    WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

    The post 30 Years in America – Edition 2024 – Ep 222 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.


    The Right Way To Think – Conversations with Vitaliy – Ep 42 Jun 04, 2024
    Show notes

    https://traffic.libsyn.com/secure/intellectualinvestor/Ep_42_-_The_Right_Way_To_Think.mp3

    📩 Join 87,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

    📚 Get my books:

    Soul in the Game – https://amzn.to/43CF73v

    The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ

    Active Value Investing – https://amzn.to/3u8zn3A

    WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

    The post The Right Way To Think – Conversations with Vitaliy – Ep 42 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.


    Rediscovering the Essence of the Berkshire Hathaway Annual Meeting – Ep 221 May 31, 2024
    Show notes

    https://traffic.libsyn.com/secure/intellectualinvestor/Rediscovering_the_Essence_of_the_Berkshire_Hathaway_Annual_Meeting_v1_2024-05-24.mp3

    When in the past I described my trip to the Berkshire Hathaway annual meeting to others, I often found that I contradicted myself. I said I was going to see Warren Buffett and Charlie Munger speak, and then I said that their presentation was the least important part of the trip.

    📩 Join 87,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

    📚 Get my books:

    Soul in the Game – https://amzn.to/43CF73v

    The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ

    Active Value Investing – https://amzn.to/3u8zn3A

    WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

    The post Rediscovering the Essence of the Berkshire Hathaway Annual Meeting – Ep 221 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.


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