The Intellectual Investor – Value Investing by Vitaliy Katsenelson

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_218_-_Cable_Stocks_v1_2024-04-16.mp3

Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio.

Read my full article about AI here: https://investor.fm/my-thoughts-on-ai/

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Soul in the Game – https://amzn.to/47uaIF8 

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

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

My Key Links

🌍 My website/blog – https://investor.fm/

🔗 Business Website – https://imausa.com/

🐦 Twitter – https://twitter.com/vitaliyk

📸 LinkedIn- https://www.linkedin.com/in/katsenelson/

🎥 Youtube – https://www.youtube.com/@vitaliyk

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 Cable Stocks Keep Getting Punched In The Mouth – Ep 218 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_35_-_How_will_AI_change_investing_.mp3

AI is changing the way we live our life, and investing is no different. Here is how AI will change investing in my eyes.

Read my full article about AI here: https://investor.fm/my-thoughts-on-ai/

📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

📚 Get my books:

Soul in the Game – https://amzn.to/47uaIF8 

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

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

My Key Links

🌍 My website/blog – https://investor.fm/

🔗 Business Website – https://imausa.com/

🐦 Twitter – https://twitter.com/vitaliyk

📸 LinkedIn- https://www.linkedin.com/in/katsenelson/

🎥 Youtube – https://www.youtube.com/@vitaliyk

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 How will AI Change Investing? – Conversations with Vitaliy – Ep 35 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/No_Shortcuts_to_Greatness_-_The_Path_to_Successful_Investing_v2_2024-04-11.mp3

One of my principles in life is to have a net positive impact on the people I touch. If every single stock I discussed only went straight up, I wouldn’t have to worry about it. But this is not how life works.

📩 Join 86,000+ 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

My Key Links

🌍 My website/blog – https://investor.fm/

🔗 Business Website – https://imausa.com/

🐦 Twitter – https://twitter.com/vitaliyk

📸 LinkedIn- https://www.linkedin.com/in/katsenelson/

🎥 Youtube – https://www.youtube.com/@vitaliyk

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 No Shortcuts To Greatness: The Path To Successful Investing – Ep 217 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_34_-_Construct_the_Optimal_Portfolio.mp3

A reader of mine recently asked me how I would construct the optimal portfolio. Here is how I would do it. 

📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

📚 Get my books:

Soul in the Game – https://amzn.to/47uaIF8 

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

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

My Key Links

🌍 My website/blog – https://investor.fm/

🔗 Business Website – https://imausa.com/

🐦 Twitter – https://twitter.com/vitaliyk

📸 LinkedIn- https://www.linkedin.com/in/katsenelson/

🎥 Youtube – https://www.youtube.com/@vitaliyk

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 Construct the Optimal Portfolio – Conversations with Vitaliy – Ep 34 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_216_-_Investing_in_a_New_Era_of_Global_Tensions_v1_2024-03-27.mp3

You don’t have to worry about the market and its crazy valuations. That’s your neighbor’s problem, not yours. In building your portfolio, we are aiming for resilience.

📩 Join 86,000+ 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

My Key Links

🌍 My website/blog – https://investor.fm/

🔗 Business Website – https://imausa.com/

🐦 Twitter – https://twitter.com/vitaliyk

📸 LinkedIn- https://www.linkedin.com/in/katsenelson/

🎥 Youtube – https://www.youtube.com/@vitaliyk

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 Investing In A New Era Of Global Tensions – Ep 216 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/4_Mental_Models_To_Change_Your_Thinking.mp3

Here are 4 Mental Models That Will Change Your Life:

📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

📚 Get my books:

Soul in the Game – https://amzn.to/47uaIF8 

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

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

My Key Links

🌍 My website/blog – https://investor.fm/

🔗 Business Website – https://imausa.com/

🐦 Twitter – https://twitter.com/vitaliyk

📸 LinkedIn- https://www.linkedin.com/in/katsenelson/

🎥 Youtube – https://www.youtube.com/@vitaliyk

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 4 Mental Models To Change Your Thinking – Conversations with Vitaliy – Ep 33 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Why_the_Survival_and_Dominance_of_Car_Manufacturers_is_Far_from_Certain_v1_2024-03-17.mp3

Today EV sales account for a tiny rounding error of total global car sales. Can traditional automobile companies successfully transition to making EVs?

📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

📚 GET MY BOOKS

Soul in the Game – https://amzn.to/47uaIF8 

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

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

MY KEY LINKS

🌍 My website/blog – https://investor.fm/

🔗 Business Website – https://imausa.com/

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 the Survival and Dominance of Car Manufacturers is Far from Certain – Ep 215 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_32_-_Will_Your_Kids_Remember_You_.mp3

📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

📚 Get my books:

Soul in the Game – https://amzn.to/47uaIF8 

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

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

My Key Links

🌍 My website/blog – https://investor.fm/

🔗 Business Website – https://imausa.com/

🐦 Twitter – https://twitter.com/vitaliyk

📸 LinkedIn- https://www.linkedin.com/in/katsenelson/

🎥 Youtube – https://www.youtube.com/@vitaliyk

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 Will Your Kids Remember You? – Conversations with Vitaliy – Ep 32 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_214_-_Expanding_Perspectives_Through_Travel_-_From_Spain_to_the_UK_v1_2024-03-17.mp3

My brother Alex, my son Jonah, and I went to a conference in Switzerland. We saw this as an opportunity to turn the bookends of the trip into a small European vacation.

📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

📚 GET MY BOOKS

Soul in the Game – https://amzn.to/47uaIF8 

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

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

MY KEY LINKS

🌍 My website/blog – https://investor.fm/

🔗 Business Website – https://imausa.com/

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 Expanding Perspectives Through Travel – From Spain to the UK – Ep 214 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_31_-_This_Advice_Will_Rewire_Your_Brain.mp3

📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

📚 Get my books:

Soul in the Game – https://amzn.to/47uaIF8 

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

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

My Key Links

🌍 My website/blog – https://investor.fm/

🔗 Business Website – https://imausa.com/

🐦 Twitter – https://twitter.com/vitaliyk

📸 LinkedIn- https://www.linkedin.com/in/katsenelson/

🎥 Youtube – https://www.youtube.com/@vitaliyk

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 This Advice Will Rewire Your Brain – Conversations with Vitaliy – Ep 31 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.