The Intellectual Investor – Value Investing by Vitaliy Katsenelson

Vitaliy recently asked another value investor if he wanted Warren Buffett's success. While this may seem like a rhetorical question, the truth is many value investors are quietly envious of Buffett. In this podcast, Vitaliy shares an old piece of Jewish wisdom on how to deal with envy, and how Stoics use a special technique to internalize the good qualities of someone you admire.

You can read this article online here: https://contrarianedge.com/go-ahead-covet-your-neighbors-wife/

https://traffic.libsyn.com/secure/intellectualinvestor/Go_Ahead_Covet_Your_Neighbors_Wife_v1_2021-02-28.mp3

Vitaliy recently asked another value investor if he wanted Warren Buffett’s success. While this may seem like a rhetorical question, the truth is many value investors are quietly envious of Buffett. In this podcast, Vitaliy shares an old piece of Jewish wisdom on how to deal with envy, and how Stoics use a special technique to internalize the good qualities of someone you admire.

You can read this article online here: https://investor.fm/go-ahead-covet-your-neighbors-wife/

The post Go Ahead, Covet Your Neighbor’s Wife. – Ep 114 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

At first, investors loved them. Then, they hated them. Now, investors have left them for dead. Oil and gas pipeline companies are anything but popular. But they are essential businesses, with rising free cash flow and substantial dividend yields. In this podcast, Vitaliy walks you through IMA's recent investment in oil pipelines, and then gives an overview of his firm's sell discipline.

You can read these articles online here: https://contrarianedge.com/the-renaissance-of-pipelines/ and https://contrarianedge.com/our-sell-discipline/.

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/The_Renaissance_of_Pipelines_and_Our_Sell_Discipline_v2_2021-02-22.mp3

At first, investors loved them. Then, they hated them. Now, investors have left them for dead. Oil and gas pipeline companies are anything but popular. But they are essential businesses, with rising free cash flow and substantial dividend yields. In this podcast, Vitaliy walks you through IMA’s recent investment in oil pipelines, and then gives an overview of his firm’s sell discipline.

You can read these articles online here: https://investor.fm/the-renaissance-of-pipelines/ and https://investor.fm/our-sell-discipline/.

Disclosure: Read this before you buy your next stock

The post The Renaissance of Pipelines and Our Sell Discipline – Ep 113 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

It all started after Vitaliy's daughter, Hannah, watched The Queen’s Gambit for a homework assignment. She told Vitaliy he had to watch it. He did, and loved it. But then Hannah said, “Dad, let’s play chess!”

In this podcast, Vitaliy explores his daughters' new found interest in the game, and the connection his family has to chess as part of Russian culture.

You can read this article online here: https://contrarianedge.com/girls-gambit/

https://traffic.libsyn.com/secure/intellectualinvestor/Girls_Gambit_v1_2021-02-13.mp3

It all started after Vitaliy’s daughter, Hannah, watched The Queen’s Gambit for a homework assignment. She told Vitaliy he had to watch it. He did, and loved it. But then Hannah said, “Dad, let’s play chess!” In this podcast, Vitaliy explores his daughters’ new found interest in the game, and the connection his family has to chess as part of Russian culture.

You can read this article online here: https://contrarianedge.com/girls-gambit/

The post Girls’ Gambit – Ep 112 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy recently had the pleasure to sit down with Angelo Robles of the Family Office Association. In this interview, Angelo and Vitaliy discuss Vitaliy's approach to portfolio construction, how value investors should think about the macroeconomy, how the stock market during the pandemic reminded Vitaliy of chess, and of course, Tesla. We hope you enjoy it!

You can watch the complete interview here: https://www.youtube.com/watch?v=kH6mFFyozCA&t=190s

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/Portfolio_Construction_Macro_and_Chess_-_Interview_with_Angelo_Robles_v1_2021-02-05.mp3

Vitaliy recently had the pleasure to sit down with Angelo Robles of the Family Office Association. In this interview, Angelo and Vitaliy discuss Vitaliy’s approach to portfolio construction, how value investors should think about the macroeconomy, how the stock market during the pandemic reminded Vitaliy of chess, and of course, Tesla. We hope you enjoy it!

You can watch the complete interview here: https://www.youtube.com/watch?v=kH6mFFyozCA&t=190s

Disclosure: Read this before you buy your next stock

The post Portfolio Construction, Macro, and Chess: Interview with Angelo Robles – Ep 111 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy has a problem with both value- and growth investing demagogues. While value demagogues tend to believe any company that trades at a P/E above the market average is too frothy, growth demagogues claim that price doesn't matter.

In this podcast, Vitaliy explains how both camps can be too narrow minded, and how investors should learn from the best of both sides when selecting companies to buy.

You can read this article online here: https://contrarianedge.com/value-growth-demagogues/

https://traffic.libsyn.com/secure/intellectualinvestor/Value__Growth_Demagogues_v1_2021-01-30.mp3

Vitaliy has a problem with both value- and growth investing demagogues. While value demagogues tend to believe any company that trades at a P/E above the market average is too frothy, growth demagogues claim that price doesn’t matter. In this podcast, Vitaliy explains how both camps can be too narrow minded, and how investors should learn from the best of both sides when selecting companies to buy.

You can read this article online here: https://contrarianedge.com/value-growth-demagogues/

The post Value & Growth Demagogues – Ep 110 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.