The Intellectual Investor – Value Investing by Vitaliy Katsenelson

Vitaliy was on PBS NewsHour talking about Uber Eats and the food delivery business. When he told his six-year-old daughter Mia Sarah about it, she shrugged and said she’d be more impressed if he was on PBS Kids. The five-minute recorded interview was cut down to literally four seconds, so here are Vitaliy's further thoughts on both the Uber Eats and Ridesharing businesses.

You can read article online at: https://contrarianedge.com/uber-delivering-food-and-my-4-seconds-of-fame-on-pbs-not-pbs-kids-unfortunately/

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/Uber_Delivering_Food_My_4_Seconds_of_Fame_PBS_v2_20-06-30_MP3.mp3

Vitaliy was on PBS NewsHour talking about Uber Eats and the food delivery business. When he told his six-year-old daughter Mia Sarah about it, she shrugged and said she’d be more impressed if he was on PBS Kids. The five-minute recorded interview was cut down to literally four seconds, so here are Vitaliy’s further thoughts on both the Uber Eats and Ridesharing businesses.

You can read article online at: https://contrarianedge.com/uber-delivering-food-and-my-4-seconds-of-fame-on-pbs-not-pbs-kids-unfortunately/

Disclosure: Read this before you buy your next stock

The post Uber: Delivering Food and My 4 Seconds of Fame on PBS (not PBS Kids, unfortunately) – Ep 79 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In the 1960s and 1970s Nifty 50 stocks were one-rule stocks – and the rule was, buy! They were bought, and bought, and bought. They were great companies and paying attention to how much you paid for them was irrelevant. Until. In this podcast, Vitaliy draws on history to show what happens when investors only pay attention to a company's quality at the expense of price.

You can read this article online at: https://contrarianedge.com/nifty-faang-and-other-one-decision-investment-strategies/

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/Nifty_FAANG_and_Other__One_Decision__Investment_Strategies_v3_20-06-24_MP3.mp3

In the 1960s and 1970s Nifty 50 stocks were one-rule stocks – and the rule was, buy! They were bought, and bought, and bought. They were great companies and paying attention to how much you paid for them was irrelevant. Until. In this podcast, Vitaliy draws on history to show what happens when investors only pay attention to a company’s quality at the expense of price.

You can read this article online at: https://contrarianedge.com/nifty-faang-and-other-one-decision-investment-strategies/

Disclosure: Read this before you buy your next stock

The post Nifty FAANG and Other “One Decision” Investment Strategies – Ep 78 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy can definitely see how we are always trying to numb our minds. We constantly need the mental organ entertained and well-numbed with external stimuli. It seems that whenever we are left with ourselves, that is, with our minds, we reach out for our favorite portable numbing device and happily lose ourselves in Facebook, Twitter, Netflix, or YouTube. We spend little or no time with ourselves.

You can have a look at the pictures Vitaliy took in his morning walks in Vail here and his beautiful walks in Betty Ford Alpine Garden here.

You can read this article online at: https://contrarianedge.com/de-numb-your-mind/

https://traffic.libsyn.com/secure/intellectualinvestor/De-Numb_Your_Mind_v2_20-06-22_MP3.mp3

Vitaliy can definitely see how we are always trying to numb our minds. We constantly need the mental organ entertained and well-numbed with external stimuli. It seems that whenever we are left with ourselves, that is, with our minds, we reach out for our favorite portable numbing device and happily lose ourselves in Facebook, Twitter, Netflix, or YouTube. We spend little or no time with ourselves. You can have a look at the pictures Vitaliy took in his morning walks in Vail here and his beautiful walks in Betty Ford Alpine Garden here.

You can read this article online at: https://contrarianedge.com/de-numb-your-mind/

The post De-Numb Your Mind – Ep 77 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy grew up in Russia, where chess is a spectator sport. Any player who takes chess seriously will carefully study opening systems – the series of first moves early in the game that lead to the middle-game formation of pieces. Because chess always starts with pieces in the same arrangement, opening moves can become somewhat routine. In this podcast, Vitaliy compares the stock market to Fischer Random Chess, in which the opening pieces are totally jumbled across the board. Vitaliy explains that investing today is like Fischer Random Chess, where the objective is the same, but the set up is unlike one we have seen in our lifetime.

You can read this article online at: https://contrarianedge.com/the-fischer-random-chess-stock-market/

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/The_Fischer_Random_Chess_Stock_Market_v2_20-06-11_MP3.mp3

Vitaliy grew up in Russia, where chess is a spectator sport. Any player who takes chess seriously will carefully study opening systems – the series of first moves early in the game that lead to the middle-game formation of pieces. Because chess always starts with pieces in the same arrangement, opening moves can become somewhat routine. In this podcast, Vitaliy compares the stock market to Fischer Random Chess, in which the opening pieces are totally jumbled across the board. Vitaliy explains that investing today is like Fischer Random Chess, where the objective is the same, but the set up is unlike one we have seen in our lifetime.

You can read this article online at: https://contrarianedge.com/the-fischer-random-chess-stock-market/

Disclosure: Read this before you buy your next stock

The post The Fischer Random Chess Stock Market – Ep 76 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In April 2018, Vitaliy met with one of his best investment friends, John Mauldin. John has been an inspiration to Vitaliy both personally and professionally, but no more so in the context of writing. John writes at Mauldin Economics, one of the web's the most widely read and successful investment letters. In this podcast, Vitaliy shares how John was able to inspire him to both write better, and be a better human being.

John's articles-> https://www.mauldineconomics.com/

You can read this article online at: https://contrarianedge.com/be-kind/

https://traffic.libsyn.com/secure/intellectualinvestor/Be_Kind_v3_20-06-10_MP3.mp3

In April 2018, Vitaliy met with one of his best investment friends, John Mauldin. John has been an inspiration to Vitaliy both personally and professionally, but no more so in the context of writing. John writes at Mauldin Economics, one of the web’s the most widely read and successful investment letters. In this podcast, Vitaliy shares how John was able to inspire him to both write better, and be a better human being. John’s articles-> https://www.mauldineconomics.com/

You can read this article online at: https://contrarianedge.com/be-kind/

The post Be Kind – Ep 75 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.