The Intellectual Investor – Value Investing by Vitaliy Katsenelson

https://traffic.libsyn.com/secure/intellectualinvestor/McKesson_v3_2022-02-09.mp3

IMA has owned McKesson stock since 2015. It has been very stressful at times, but also very rewarding. But the best is yet to come for McKesson. Vitaliy provides an update on his MCK investment, and why he believes its brightest days are ahead.

Opioids article link: https://investor.fm/opioids-crisis-drug-distributors/

You can read this article online here: https://investor.fm/mckesson-why-the-best-is-yet-to-come/ Please read the following important disclosure: https://investor.fm/diclosure/

The post McKesson: Why the Best is Yet to Come – Ep 147 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

IMA has owned McKesson stock since 2015. It has been very stressful at times, but also very rewarding. But the best is yet to come for McKesson. Vitaliy provides an update on his MCK investment, and why he believes its brightest days are ahead.

Opioids article link: https://contrarianedge.com/opioids-crisis-drug-distributors/

You can read this article online here: https://contrarianedge.com/mckesson-why-the-best-is-yet-to-come/

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

https://traffic.libsyn.com/secure/intellectualinvestor/The_Disciplined_Investor_Podcast_with_Vitaliy_Katsenelson_v1_2022-02-04.mp3

In this podcast with the Disciplined Investor, Vitaliy touches on a wide variety of topics, particularly pertaining to how to invest in inflation, historical stock returns, his market outlook going forward, and the link between interest rates and discount rates for assets like stocks. Enjoy!

You can listen to the original interview here: https://thedisciplinedinvestor.com/blog/2022/01/30/tdi-podcast-shallow-hal-investing-751/

The post The Disciplined Investor Podcast with Vitaliy Katsenelson appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/I_Kid_You_Not_Crazy_v2_2022-01-21.mp3

It seems that every year, just as Mr. Market is hitting new highs, and speculative stocks soar to new levels, Vitaliy thinks we have hit the peak of craziness. But late 2021 / early 2022 might just be it. Vitaliy takes the listener through the levels of crazy in the market, from bond substitute overvaluation to NFTs and beyond. Buckle up and have fun!

Tesla Series link: https://investor.fm/tesla-elon-musk-and-the-ev-revolution/

You can read this article online here: https://investor.fm/i-kid-you-not-crazy/

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

The post I Kid You Not Crazy – Ep 146 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

It seems that every year, just as Mr. Market is hitting new highs, and speculative stocks soar to new levels, Vitaliy thinks we have hit the peak of craziness. But late 2021 / early 2022 might just be it. Vitaliy takes the listener through the levels of crazy in the market, from bond substitute overvaluation to NFTs and beyond. Buckle up and have fun!

Tesla Series link: https://contrarianedge.com/tesla-elon-musk-and-the-ev-revolution/

You can read this article online here: https://contrarianedge.com/i-kid-you-not-crazy/

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

https://traffic.libsyn.com/secure/intellectualinvestor/Special_Episode_-_GuruFocus_Interview_v2_2022-01-24.mp3

In this podcast interview with investment website GuruFocus, Vitaliy shares the full gamut of how he invests, where and why. He touches on the role of being eclectic when investing, how to invest abroad, and how value investors should think about macro, among many other important topics. Enjoy this fun and wide-ranging interview!

You can watch the interview here: https://www.youtube.com/watch?v=eTSTbF0GwVw&t=67s

The post GuruFocus Interview – Value Investing with Vitaliy Katsenelson appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In this podcast interview with investment website GuruFocus, Vitaliy shares the full gamut of how he invests, where and why. He touches on the role of being eclectic when investing, how to invest abroad, and how value investors should think about macro, among many other important topics. Enjoy this fun and wide-ranging interview!

You can watch the interview here: https://www.youtube.com/watch?v=eTSTbF0GwVw&t=67s

https://traffic.libsyn.com/secure/intellectualinvestor/How_to_Invest_When_Theres_Nowhere_to_Hide_v4_2022-01-19.mp3

It seems every year, Vitaliy believes we have finally reached the peak of crazy, only to be proven wrong the next year. The stock market and thus index funds, just like real estate, have only gone one way – up. You don’t have to be a stock market junkie to notice the pervasive feeling of euphoria. Vitaliy shares how he invests when most if not all asset classes are very expensive.

You can read this article online here: https://investor.fm/how-to-invest-when-theres-nowhere-to-hide/

Why Do I Write a 27-page Letter To Clients  link here: https://investor.fm/why-do-i-write-a-27-page-letter-to-clients/

Part 1 from the Fall letter: https://investor.fm/this-holiday-will-mr-market-eat-too-much-pi/

The post How to Invest When There’s Nowhere to Hide – Ep 145 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

It seems every year, Vitaliy believes we have finally reached the peak of crazy, only to be proven wrong the next year. The stock market and thus index funds, just like real estate, have only gone one way – up. You don’t have to be a stock market junkie to notice the pervasive feeling of euphoria. Vitaliy shares how he invests when most if not all asset classes are very expensive.

You can read this article online here: https://contrarianedge.com/how-to-invest-when-theres-nowhere-to-hide/

Why Do I Write a 27-page Letter To Clients  link here: https://contrarianedge.com/why-do-i-write-a-27-page-letter-to-clients/

Part 1 from the Fall letter: https://contrarianedge.com/this-holiday-will-mr-market-eat-too-much-pi/

https://traffic.libsyn.com/secure/intellectualinvestor/Build_Your_Network_Interview_v1_2022-01-12.mp3

In this interview with Travis Chappell, host of the Build Your Network podcast, Vitaliy shares how he has used writing to build his network of investing peers, and also grow his firm, IMA. Along the way, Vitaliy touches on how we learned to emphasize people in investing, his evolution from analyst to CEO, and what career he would do if he were not an investor. Enjoy!

You can listen to the original interview in this link: https://redcircle.com/shows/build-your-network/episodes/66175920-ccf5-4d25-b168-6a235ad20173

The post Build Your Network Interview appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.