The Intellectual Investor – Value Investing by Vitaliy Katsenelson

https://traffic.libsyn.com/secure/intellectualinvestor/Why_Value_Investing_Requires_Thoughtful_Arrogance_v2_2022-11-15.mp3

Contrarian investing is inherently arrogant. You have the audacity to believe that hundreds or thousands of investors are wrong when you buy or sell a stock.

How can you go against the crowd without it going to your head? Vitaliy explores the psychology of disagreeing with the majority while maintaining humility.

You can read this article online here: https://investor.fm/why-value-investing-requires-thoughtful-arrogance/

Please read the following important disclosure: https://investor.fm/disclosure/

The post Why Value Investing Requires Thoughtful Arrogance – Ep 169 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Contrarian investing is inherently arrogant. You have the audacity to believe that hundreds or thousands of investors are wrong when you buy or sell a stock.

How can you go against the crowd without it going to your head? Vitaliy explores the psychology of disagreeing with the majority while maintaining humility.

You can read this article online here: https://contrarianedge.com/why-value-investing-requires-thoughtful-arrogance/

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

https://traffic.libsyn.com/secure/intellectualinvestor/Why_we_bought_more_Uber_shares_as_the_stock_fell_v2_2022-11-09.mp3

It has been a while since Vitaliy updated listeners on his Uber investment, but a lot has changed. With the pandemic now behind us, we begin to get a better sense of what the business looks like going forward. And the future looks bright.

Our analysis of Uber link: https://investor.fm/our-analysis-of-uber-updated/

You can read this article online here: https://investor.fm/why-we-bought-more-uber-shares-as-the-stock-fell/

Please read the following important disclosure: https://investor.fm/disclosure/

The post Why we bought more Uber shares as the stock fell – Ep 168 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

It has been a while since Vitaliy updated listeners on his Uber investment, but a lot has changed. With the pandemic now behind us, we begin to get a better sense of what the business looks like going forward. And the future looks bright.

Our analysis of Uber link: https://contrarianedge.com/our-analysis-of-uber-updated/

You can read this article online here: https://contrarianedge.com/why-we-bought-more-uber-shares-as-the-stock-fell/

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

https://traffic.libsyn.com/secure/intellectualinvestor/The_Slippery_Slope_of_Student_Loan_Forgiveness_v3_2022-11-02.mp3

When the President decided to forgive $10,000 of student debt for everyone anyone earning below $125,000, he opened a very slippery slope of government bailouts.

If we continue to borrow from the future, we run the serious risk of becoming a society totally devoid of personal responsibility.

Worse still, we end up taxing future generations to pay for our indulgences, and may destroy the Dollar as a currency along the way.

You can read this article online here: https://investor.fm/a-value-investors-analysis-of-student-loan-forgiveness/

Please read the following important disclosure: https://investor.fm/disclosure/

The post The Slippery Slope of Student Loan Forgiveness – Ep 167 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

When the President decided to forgive $10,000 of student debt for everyone anyone earning below $125,000, he opened a very slippery slope of government bailouts.

If we continue to borrow from the future, we run the serious risk of becoming a society totally devoid of personal responsibility.

Worse still, we end up taxing future generations to pay for our indulgences, and may destroy the Dollar as a currency along the way.

You can read this article online here: https://contrarianedge.com/a-value-investors-analysis-of-student-loan-forgiveness/

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

https://traffic.libsyn.com/secure/intellectualinvestor/IMA_is_not_for_everyone__Im_fine_with_that_v1_2022-10-25.mp3

Vitaliy responds to a letter from a concerned client about recent (3 month) underperformance versus the index.

To do this, he zooms out to answer the question, What are we really trying to do? What has to be in place for IMA to achieve its investing goals? What do we need from clients in order to succeed?

You can read this article online here: https://investor.fm/ima-is-not-for-everyone-im-fine-with-that/

Please read the following important disclosure: https://investor.fm/disclosure/

The post IMA is not for everyone. I’m fine with that! – Ep 166 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy responds to a letter from a concerned client about recent (3 month) underperformance versus the index.

To do this, he zooms out to answer the question, What are we really trying to do? What has to be in place for IMA to achieve its investing goals? What do we need from clients in order to succeed?

You can read this article online here: https://contrarianedge.com/ima-is-not-for-everyone-im-fine-with-that/

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

https://traffic.libsyn.com/secure/intellectualinvestor/Special_Episode_-_Crazy_Money_v2_2022-10-19.mp3

In this interview with Paul Ollinger of the Crazy Money Podcast, Vitaliy and Paul cover a variety of topics touched on in Vitaliy’s new book Soul in the Game.

From growing up in Russia and emigrating to America, to the ways in which more money won’t make you happier, to lessons from the lives of classical composers, and Vitaliy’s recent thoughts on Russia’s invasion of Ukraine, this insightful conversation covers a lot of ground.

Enjoy!

You can listen to the original interview here: https://www.paulollinger.com/podcast/soul-in-the-game-with-vitaliy-katsenelson-ep-146

The post Crazy Money Podcast Interview appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/European_Adventure_2022_v2_2022-09-29.mp3

Vitaliy recently completed his European trip for 2022, and this podcast recounts the tale.

Visiting with his daughter Hannah for the first time, Vitaliy shares details of a delightful trip, with a special guest star that endorsed Soul in the Game.

You can read this article online here: https://investor.fm/the-trip-to-europe-that-wasnt-about-europe/

The post The trip to Europe that wasn’t about Europe – Ep 165 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.