The Intellectual Investor – Value Investing by Vitaliy Katsenelson

Vitaliy would be lying if he told you that over the last few years investing was not frustrating. Over that time, he's felt like he was driving the wrong way on a one-way growth highway. Albert Einstein defined insanity as “doing the same thing over and over again but expecting a different outcome.” Vitaliy can relate to this on some level. In this podcast, Vitaliy shares why he is not writing this from a mental asylum. He found solace in Stoicism.

Video link-> https://www.youtube.com/watch?v=fm2cnP1ruag

You can read this article online here-> https://contrarianedge.com/letter-from-the-value-investing-mental-asylum-or-how-i-embraced-stoics/

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/Letter_from_the_Value_Investing_Mental_Asylum_or_How_I_Embraced_Stoics_v2_20-09-28_MP3.mp3

Vitaliy would be lying if he told you that over the last few years investing was not frustrating. Over that time, he’s felt like he was driving the wrong way on a one-way growth highway. Albert Einstein defined insanity as “doing the same thing over and over again but expecting a different outcome.” Vitaliy can relate to this on some level. In this podcast, Vitaliy shares why he is not writing this from a mental asylum. He found solace in Stoicism.

Video link-> https://www.youtube.com/watch?v=fm2cnP1ruag

You can read this article online here-> https://contrarianedge.com/letter-from-the-value-investing-mental-asylum-or-how-i-embraced-stoics/

Disclosure: Read this before you buy your next stock

The post Letter from the Value Investing Mental Asylum or How I Embraced Stoics – Ep 94 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

The definition of a cult is “misplaced or excessive admiration for a particular person or thing”; and while you can argue that admiration for Buffett is at times a bit excessive, it is hardly misplaced. There are tens of thousands of people (including Vitaliy) who’ll openly admit that Buffett’s popularization of Benjamin Graham’s teachings has had a tremendously positive impact on their lives. In this podcast, Vitaliy takes you inside the Berkshire Hathaway Annual Meeting in Omaha.

You can read this article online here-> https://contrarianedge.com/the-warren-buffett-charlie-munger-show/

https://traffic.libsyn.com/secure/intellectualinvestor/The_Warren_Buffett_and_Charlie_Munger_Show_v2_20-09-21_MP3.mp3

The definition of a cult is “misplaced or excessive admiration for a particular person or thing”; and while you can argue that admiration for Buffett is at times a bit excessive, it is hardly misplaced. There are tens of thousands of people (including Vitaliy) who’ll openly admit that Buffett’s popularization of Benjamin Graham’s teachings has had a tremendously positive impact on their lives. In this podcast, Vitaliy takes you inside the Berkshire Hathaway Annual Meeting in Omaha.

You can read this article online here-> https://contrarianedge.com/the-warren-buffett-charlie-munger-show/

The post The Warren Buffett & Charlie Munger Show – Ep 93 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Lately, Vitaliy has been pondering whether and how to instill a love of classical music in his kids, a passion that was passed to Vitaliy from his own parents. Should he insist on piano lessons, or weekly listening sessions? Reflecting on his experience growing up, Vitaliy shares what is behind his love of classical, as well as a lesson on how to impart one's values to one's children.

You can read this article online here-> https://contrarianedge.com/torture-kids-classical-music/

https://traffic.libsyn.com/secure/intellectualinvestor/Why_do_I_torture_my_kids__with_classical_music_v2_20-09-14_MP3.mp3

Lately, Vitaliy has been pondering whether and how to instill a love of classical music in his kids, a passion that was passed to Vitaliy from his own parents. Should he insist on piano lessons, or weekly listening sessions? Reflecting on his experience growing up, Vitaliy shares what is behind his love of classical, as well as a lesson on how to impart one’s values to one’s children.

You can read this article online here-> https://contrarianedge.com/torture-kids-classical-music/

The post Why do I torture my kids … with classical music? – Ep 92 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In this podcast, Vitaliy discusses his investment in Swedish bank Svenska Handelsbanken, and what makes their culture so unique. He then gives a short explanation on when book value works as a measure of intrinsic value, and why it often doesn't. Finally Vitaliy makes an announcement that should be of interest if you are a college student with a passion for value investing.

You can read these articles online here: https://contrarianedge.com/svenska-handelsbanken-and-how-to-use-book-value/ and https://contrarianedge.com/free-value-investing-curriculum-for-college-students/

Disclosure: Read this before you buy your next stock

Sign up link-> https://imausa.com/signup-for-students/

https://traffic.libsyn.com/secure/intellectualinvestor/Svenska_Handelsbanken_v2_20-08-26_MP3.mp3

In this podcast, Vitaliy discusses his investment in Swedish bank Svenska Handelsbanken, and what makes their culture so unique. He then gives a short explanation on when book value works as a measure of intrinsic value, and why it often doesn’t. Finally Vitaliy makes an announcement that should be of interest if you are a college student with a passion for value investing.

You can read these articles online here: https://contrarianedge.com/svenska-handelsbanken-and-how-to-use-book-value/ and https://contrarianedge.com/free-value-investing-curriculum-for-college-students/

Disclosure: Read this before you buy your next stock

Sign up link-> https://imausa.com/signup-for-students/

The post Svenska Handelsbanken, The Value of Book Value, and a Free Value Investing Course for Students – Ep 91 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In this podcast, Vitaliy describes the next adventure his son Jonah will have going to college from Hawaii, as well as the role that defense stocks play in IMA's portfolios today.

You can read these articles online here: https://contrarianedge.com/jonah-doing-jonahs-thing/ and https://contrarianedge.com/defense-stocks/.

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/Jonahs_WFH_v2_20-08-28_MP3.mp3

In this podcast, Vitaliy describes the next adventure his son Jonah will have going to college from Hawaii, as well as the role that defense stocks play in IMA’s portfolios today.

You can read these articles online here: https://contrarianedge.com/jonah-doing-jonahs-thing/ and https://contrarianedge.com/defense-stocks/.

Disclosure: Read this before you buy your next stock

The post Jonah’s WFH Adventure (Work from Hawaii), and Defending Our Portfolio with Defense – Ep 90 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.