The Intellectual Investor – Value Investing by Vitaliy Katsenelson

The average stock out there (that is, the market overall) is very, very expensive. At this point it almost doesn’t matter which valuation metric you use; they all point to the fact that stocks were only more expensive during the dot-com bubble. In many ways, knowing what to avoid is just as important as knowing what to buy. In this podcast, Vitaliy takes you through the risks in today's market, and shares his view on what NOT to buy.

You can read this article online at: https://contrarianedge.com/what-not-to-buy-in-todays-stock-market/

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/What_Not_to_Buy_in_Todays_Stock_Markett_v3_20-06-01_MP3.mp3

The average stock out there (that is, the market overall) is very, very expensive. At this point it almost doesn’t matter which valuation metric you use; they all point to the fact that stocks were only more expensive during the dot-com bubble. In many ways, knowing what to avoid is just as important as knowing what to buy. In this podcast, Vitaliy takes you through the risks in today’s market, and shares his view on what NOT to buy.

You can read this article online at: https://contrarianedge.com/what-not-to-buy-in-todays-stock-market/

Disclosure: Read this before you buy your next stock

The post What Not to Buy in Today’s Stock Market – Ep 74 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Retail stocks have been annihilated recently, despite the economy eking out growth. The fundamentals of the retail business look horrible: Sales are stagnating and profitability is getting worse with every passing quarter. Jeff Bezos and Amazon get most of the credit, but this credit is misplaced. In this podcast, Vitaliy shares the truth behind the demise of retail.

You can read this article online at: https://contrarianedge.com/its-not-just-amazons-fault/

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/Its_not_just_Amazons_fault_v3_20-05-27_MP3.mp3

Retail stocks have been annihilated recently, despite the economy eking out growth. The fundamentals of the retail business look horrible: Sales are stagnating and profitability is getting worse with every passing quarter. Jeff Bezos and Amazon get most of the credit, but this credit is misplaced. In this podcast, Vitaliy shares the truth behind the demise of retail.

You can read this article online at: https://contrarianedge.com/its-not-just-amazons-fault/

Disclosure: Read this before you buy your next stock

The post It’s not just Amazon’s fault – Ep 73 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

People often ask Vitaliy about his writing process, when he finds time to write, and how he manages to do investment research. In this podcast, Vitaliy walks the listener through his process -- from getting up at 4:30 in the morning, to researching and valuing companies, to talking to clients. For a day in the life of Vitaliy Katsenelson, give this podcast a listen.

You can read this article online at: https://contrarianedge.com/the-jet-lag-series-how-do-i-work-when-do-i-find-time-to-write/

https://traffic.libsyn.com/secure/intellectualinvestor/Jet_Lag_Series_Part_4_v3_20-05-25_MP3.mp3

People often ask Vitaliy about his writing process, when he finds time to write, and how he manages to do investment research. In this podcast, Vitaliy walks the listener through his process — from getting up at 4:30 in the morning, to researching and valuing companies, to talking to clients. For a day in the life of Vitaliy Katsenelson, give this podcast a listen.

You can read this article online at: https://investor.fm/the-jet-lag-series-how-do-i-work-when-do-i-find-time-to-write/

The post The Jet Lag Series: How do I work? When do I find time to write? – Ep 72 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy was slated to give a speech at a conference in Omaha, a day before the Berkshire Hathaway Annual Meeting. He was more nervous than usual. Usually, Vitaliy needs a looming deadline to build the pressure to unleash creativity. Two days before, he wrote a nine page speech titled “How to Stay Rational in an Irrational World.” On the day of the speech, there were maybe 200 people in attendance. Vitaliy stepped up to the mic to begin. Then the lights went out.

You can read this article online at: https://contrarianedge.com/finding-high-quality-companies-today/

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/Finding_High_Quality_Companies_v6_20-05-20_MP3.mp3

Vitaliy was slated to give a speech at a conference in Omaha, a day before the Berkshire Hathaway Annual Meeting. He was more nervous than usual. Usually, Vitaliy needs a looming deadline to build the pressure to unleash creativity. Two days before, he wrote a nine page speech titled “How to Stay Rational in an Irrational World.” On the day of the speech, there were maybe 200 people in attendance. Vitaliy stepped up to the mic to begin. Then the lights went out.

You can read this article online at: https://contrarianedge.com/finding-high-quality-companies-today/

Disclosure: Read this before you buy your next stock

The post Finding High Quality Companies – Ep 71 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Though Vitaliy loved working from home, it came at a cost – he destroyed some good habits he built up over the last few years. In March, he worked super long hours and wanted to make sure he got enough sleep. He usually writes early in the morning, but that habit has been interrupted. He's been working proactively over the last two weeks to restore old good habits and create some new ones.

You can read this article online at: https://contrarianedge.com/rebuilding-good-habits-after-lockdown/

https://traffic.libsyn.com/secure/intellectualinvestor/Rebuilding_Good_Habits_after_Lockdown_v2_20-05-18_MP3.mp3

Though Vitaliy loved working from home, it came at a cost – he destroyed some good habits he built up over the last few years. In March, he worked super long hours and wanted to make sure he got enough sleep. He usually writes early in the morning, but that habit has been interrupted. He’s been working proactively over the last two weeks to restore old good habits and create some new ones.

You can read this article online at: https://contrarianedge.com/rebuilding-good-habits-after-lockdown/

The post Rebuilding Good Habits after Lockdown – Ep 70 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.