The Intellectual Investor – Value Investing by Vitaliy Katsenelson

Santa Fe and Vitaliy's family go way back to the early 90s. It all started with his father, Naum, and his stepmother. Naum had his paintings exhibited in a gallery on Santa Fe’s famous Canyon Road. A few times a year, the Katsenelsons would load up paintings in a minivan and drive them to Santa Fe. Now, Vitaliy takes his kids there every year, in what has become a sacred tradition.

You can read this article online at: https://contrarianedge.com/santa-fe-remember-this/

https://traffic.libsyn.com/secure/intellectualinvestor/Santa_Fe_-_Remember_This_v2_20-07-22_MP3.mp3

Santa Fe and Vitaliy’s family go way back to the early 90s. It all started with his father, Naum, and his stepmother. Naum had his paintings exhibited in a gallery on Santa Fe’s famous Canyon Road. A few times a year, the Katsenelsons would load up paintings in a minivan and drive them to Santa Fe. Now, Vitaliy takes his kids there every year, in what has become a sacred tradition. You can read this article online at: https://contrarianedge.com/santa-fe-remember-this/

The post Santa Fe: “Remember This” – Ep 84 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Tesla’s market cap just crossed $300 billion. It’s the largest car maker in the world, even larger than Toyota, which produced almost nine million cars in 2019 and had a market cap of $200 billion. In this podcast, Vitaliy hypothesizes that Tesla's market cap has traveled through a wormhole from the future to the present, and why $300 billion is a tenuous valuation, even for the world leader in electric vehicle manufacturing.

You can read this article online at: https://contrarianedge.com/teslas-stock-price-discounts-temporal-wormhole-into-the-future/

Disclosure: Read this before you buy your next stock

Vitaliy's 37-page Tesla writeup signup link.

Vitaliy's Nifty FAANG and Other "One Decision" Investment Strategies article.

https://traffic.libsyn.com/secure/intellectualinvestor/Teslas_Stock_Price_Discounts_Temporal_Wormhole_into_the_Future_v2_20-07-20_MP3.mp3

Tesla’s market cap just crossed $300 billion. It’s the largest car maker in the world, even larger than Toyota, which produced almost nine million cars in 2019 and had a market cap of $200 billion. In this podcast, Vitaliy hypothesizes that Tesla’s market cap has traveled through a wormhole from the future to the present, and why $300 billion is a tenuous valuation, even for the world leader in electric vehicle manufacturing.

You can read this article online at: https://contrarianedge.com/teslas-stock-price-discounts-temporal-wormhole-into-the-future/

Disclosure: Read this before you buy your next stock

Vitaliy’s 37-page Tesla writeup signup link. Vitaliy’s Nifty FAANG and Other “One Decision” Investment Strategies article.

The post Tesla’s Stock Price Discounts Temporal Wormhole into the Future – Ep 83 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy had the pleasure to sit down with the Reformed Broker himself, Josh Brown on his podcast The Compound. What follows is their conversation, in which they discuss why the price you pay for a stock always matters, no matter how good the quality, and then they go through some historical examples. Vitaliy hopes you enjoy it!

You can view this interview online here-> https://www.youtube.com/watch?v=pcqeUmTq2IY&t=229s

You can read article "Nifty FAANG and Other "One Decision" Investment Strategies" in this link: https://contrarianedge.com/nifty-faang-and-other-one-decision-investment-strategies/ or listen to episode #78.

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/My_Interview_with_Josh_Brown_on_The_Compound_v2_20-07-13_MP3.mp3

Vitaliy had the pleasure to sit down with the Reformed Broker himself, Josh Brown on his podcast The Compound. What follows is their conversation, in which they discuss why the price you pay for a stock always matters, no matter how good the quality, and then they go through some historical examples. Vitaliy hopes you enjoy it!

You can view this interview online here-> https://www.youtube.com/watch?v=pcqeUmTq2IY&t=229s You can read article “Nifty FAANG and Other “One Decision” Investment Strategies” in this link: https://contrarianedge.com/nifty-faang-and-other-one-decision-investment-strategies/ or listen to episode #78.

Disclosure: Read this before you buy your next stock

The post My Interview with Josh Brown on The Compound – Ep 82 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In investing, one of the most important traits an investor can have is intellectual flexibility. Buffett, for example, is very dispassionate about what he owns; he has the ability to change his mind. In the early part of 2020, he was the largest shareholder of US airline stocks, and was actively buying more, only to sell them a few weeks later. This quarter, Vitaliy did something similar with a company his firm, IMA, admires. In this podcast, Vitaliy explains what that company was, and why it matters.

You can read this article online at: https://contrarianedge.com/when-the-facts-change-we-change-our-minds-anatomy-of-a-sale/

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/When_the_Facts_Change_We_Change_Our_Minds_Anatomy_of_a_Sale_v2_20-07-13_MP3.mp3

In investing, one of the most important traits an investor can have is intellectual flexibility. Buffett, for example, is very dispassionate about what he owns; he has the ability to change his mind. In the early part of 2020, he was the largest shareholder of US airline stocks, and was actively buying more, only to sell them a few weeks later. This quarter, Vitaliy did something similar with a company his firm, IMA, admires. In this podcast, Vitaliy explains what that company was, and why it matters.

You can read this article online at: https://contrarianedge.com/when-the-facts-change-we-change-our-minds-anatomy-of-a-sale/

Disclosure: Read this before you buy your next stock

The post When the Facts Change, We Change Our Minds (Anatomy of a Sale) – Ep 81 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In this mini-podcast, Vitaliy shares a personal story that illustrates how profound even a tiny shift in perspective can be.

You can read this article online at: https://contrarianedge.com/perspective/

https://traffic.libsyn.com/secure/intellectualinvestor/Perspective_v2_20-07-06_MP3.mp3

In this mini-podcast, Vitaliy shares a personal story that illustrates how profound even a tiny shift in perspective can be. You can read this article online at: https://contrarianedge.com/perspective/

The post Perspective – Ep 80 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.