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Spin Dictators book: https://www.amazon.com/Spin-Dictators-Changing-Tyranny-Century/dp/0691211418

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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 Q&A Series: Research Process, Evaluating Country Risk and Tech Investments – Ep 270 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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You can read the full letter here: https://investor.fm/2025-fall-letter/

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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 London and Scotland: Musicals, Markets, and Memories – Part 3 – Ep 269 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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You can read the full letter here: https://investor.fm/2025-fall-letter/

Previous client letter: https://investor.fm/cost-plus-capitalism-lessons-from-hii-and-the-future-of-naval-shipbuilding-part-5/

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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 Ability to Suffer – Part 2 – Ep 268 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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

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

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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 Art of Rational Irrationality – Part 1 – Ep 267 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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The Wall Street Journal link: https://www.wsj.com/opinion/the-robots-that-handle-your-amazon-orders-0eb2f6e7?st=D1TgFo&reflink=desktopwebshare_permalink

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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 My Article in The Wall Street Journal – Ep 266 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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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 Why Smart Investors Should Sit Out the AI Arms Race – Ep 265 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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Client letter Part 1,2,3 & 4: https://investor.fm/tag/client-letter/

Read this article before you buy a stock: https://investor.fm/the-client-who-changed-how-i-invest/

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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 Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) – Ep 264 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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Client letter Part 1,2 & 3: https://investor.fm/tag/client-letter/

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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 Why We Bought Aker BP: A Technology-First Oil Company (Part 4) – Ep 263 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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My conversation with Charlie Kirk: https://thecharliekirkshow.com/podcasts/the-charlie-kirk-show/stoicism-and-the-soul-with-vitaliy-katsenelson

My unfiltered thoughts on everything else, you’ll find them here: https://x.com/vitaliyk

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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 Charlie Kirk and the Cost of Courage – Ep 262 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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Client letter Part 1,2 & 3: https://investor.fm/tag/client-letter/

Read this article before you buy a stock: https://investor.fm/the-client-who-changed-how-i-invest/

📚 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 Why We Bought Aker BP: A Technology-First Oil Company (Part 4) – Ep 262 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.