The Intellectual Investor – Value Investing by Vitaliy Katsenelson

In Part 2 of Vitaliy's interview with Aznaur Midov on the Accent Podcast, Aznaur and Vitaliy continue their discussion on investing and life. Vitaliy explains how time can slow down when investors face a loss and what to do about it, how investing is evolving, the difference between work and productivity, and a personal finance hack Vitaliy uses. Vitaliy ends with a story about his time in the Navy, and his favorite country to visit (hint: it's not a country). Enjoy!

You can listen to part one here.

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/Accent_Podcast_Pt._2_v2_20-08-24_MP3.mp3

In Part 2 of Vitaliy’s interview with Aznaur Midov on the Accent Podcast, Aznaur and Vitaliy continue their discussion on investing and life. Vitaliy explains how time can slow down when investors face a loss and what to do about it, how investing is evolving, the difference between work and productivity, and a personal finance hack Vitaliy uses. Vitaliy ends with a story about his time in the Navy, and his favorite country to visit (hint: it’s not a country). Enjoy!

You can listen to part one here.

Disclosure: Read this before you buy your next stock

The post Accent Podcast Interview – Part Two – Ep 89 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In November 2019, Vitaliy had the pleasure to sit down with Aznaur Midov, fellow Russian immigrant and host of the Accent Podcast, to talk about Vitaliy's story and lessons from 20 years of investing. In part 1 of a 2 part podcast, Vitaliy shares his thoughts on how value investing has evolved, the difference between value and "growth at a reasonable price", the role of diversification and rebalancing, and how he finds new stock ideas. Enjoy!

You can listen to part two here.

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/Accent_Podcast_Pt._1_v2_20-08-24_MP3.mp3

In November 2019, Vitaliy had the pleasure to sit down with Aznaur Midov, fellow Russian immigrant and host of the Accent Podcast, to talk about Vitaliy’s story and lessons from 20 years of investing. In part 1 of a 2 part podcast, Vitaliy shares his thoughts on how value investing has evolved, the difference between value and “growth at a reasonable price”, the role of diversification and rebalancing, and how he finds new stock ideas. Enjoy!

You can listen to part two here.

Disclosure: Read this before you buy your next stock

The post Accent Podcast Interview – Part One – Ep 88 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy hated every minute he spent working on this podcast, because he got close to a line he doesn't like to cross – the politics line. It was particularly painful because it made him think more about the negative changes that are happening to the country he loves. But as investors, we have to think about how changes in the world impact our portfolio. Here's how Vitaliy considers the role of the US Dollar in tomorrow's world.

You can read this article online at: https://contrarianedge.com/beloved-country-unloved-hedge/

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/Beloved_Country._Unloved_Hedge._v2_20-08-17_MP3.mp3

Vitaliy hated every minute he spent working on this podcast, because he got close to a line he doesn’t like to cross – the politics line. It was particularly painful because it made him think more about the negative changes that are happening to the country he loves. But as investors, we have to think about how changes in the world impact our portfolio. Here’s how Vitaliy considers the role of the US Dollar in tomorrow’s world.

You can read this article online at: https://contrarianedge.com/beloved-country-unloved-hedge/

Disclosure: Read this before you buy your next stock

The post Beloved Country. Unloved Hedge. – Ep 87 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy was recently asked by the CFA Institute to give a talk in London. But this offer was even more interesting than usual: it was a joint presentation with Guy Spier. Guy is a tremendous value investor who happens to be a good friend of Vitaliy. He was born in South Africa, spent his childhood in Iran and Israel, received an MBA from Harvard, and in 2008 got sick of the New York hedge fund rat race and moved with his family to Zurich. In this podcast, Vitaliy shares his friendship with Guy, and reviews his excellent book, The Education of a Value Investor.

You can read this article online at: https://contrarianedge.com/what-i-learned-from-value-investor-guy-spier/

https://traffic.libsyn.com/secure/intellectualinvestor/What_I_Learned_from_Value_Investor_Guy_Spier_v3_20-08-10_MP3.mp3

Vitaliy was recently asked by the CFA Institute to give a talk in London. But this offer was even more interesting than usual: it was a joint presentation with Guy Spier. Guy is a tremendous value investor who happens to be a good friend of Vitaliy. He was born in South Africa, spent his childhood in Iran and Israel, received an MBA from Harvard, and in 2008 got sick of the New York hedge fund rat race and moved with his family to Zurich. In this podcast, Vitaliy shares his friendship with Guy, and reviews his excellent book, The Education of a Value Investor.

You can read this article online at: https://contrarianedge.com/what-i-learned-from-value-investor-guy-spier/

The post What I Learned from Value Investor Guy Spier – Ep 86 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy was recently going through a new client’s portfolio and found it full of the likes of Coca-Cola and Campbell Soup - pseudo-bond substitutes. Each one is a stable and mature company. Your mother-in-law would be proud if you worked for any one of them. But their days of growth are in the rearview mirror. In this podcast, Vitaliy explains a key distinction in investing: the difference between a good company and a good investment.

You can read this article online at: https://contrarianedge.com/good-companies-dont-always-make-good-stocks/

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/Good_Companies_v3_20-07-31_MP3.mp3

Vitaliy was recently going through a new client’s portfolio and found it full of the likes of Coca-Cola and Campbell Soup – pseudo-bond substitutes. Each one is a stable and mature company. Your mother-in-law would be proud if you worked for any one of them. But their days of growth are in the rearview mirror. In this podcast, Vitaliy explains a key distinction in investing: the difference between a good company and a good investment.

You can read this article online at: https://contrarianedge.com/good-companies-dont-always-make-good-stocks/

Disclosure: Read this before you buy your next stock

The post Good Companies Don’t Always Make Good Stocks – Ep 85 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.