The Intellectual Investor – Value Investing by Vitaliy Katsenelson

This had never happened before. Several clients reached out to Vitaliy wondering if he had been kidnapped and someone else was making investment decisions in their accounts. The gist of their questions was: how you can go from making conservative investments to buying a dotcom-like stock that is losing money? How can this company even be a value investment? In this podcast, Vitaliy explores his firm's investment in Uber, and how it fits within a value investing framework.

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/Was_Our_Money_Manager_Kidnapped_v3_20-04-24_MP3.mp3

This had never happened before. Several clients reached out to Vitaliy wondering if he had been kidnapped and someone else was making investment decisions in their accounts. The gist of their questions was: how you can go from making conservative investments to buying a dotcom-like stock that is losing money? How can this company even be a value investment? In this podcast, Vitaliy explores his firm’s investment in Uber, and how it fits within a value investing framework.

Disclosure: Read this before you buy your next stock

The post Was Our Money Manager Kidnapped? – Ep 64 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy spoke with Danielle Town of the InvestED podcast last October. They originally sat down to talk about investing, but the conversation turned into a reflection on his upbringing in Soviet Russia, parenting, budgeting, and more. Danielle is a New York Times bestselling author of “Invested”, founder of the value investing newsletter “The Invested Practice”, and co-host of the podcast InvestED with her investor father, Phil Town. She graciously allowed Vitaliy to reproduce the interview here, so have a listen to part 2 in this episode.

Listen to part 1 here -> http://investor.fm/invested-interview-part-1-ep-62

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/InvestED_Interview_Part_2_v1_20-04-20_MP3.mp3

Vitaliy spoke with Danielle Town of the InvestED podcast last October. They originally sat down to talk about investing, but the conversation turned into a reflection on his upbringing in Soviet Russia, parenting, budgeting, and more. Danielle is a New York Times bestselling author of “Invested”, founder of the value investing newsletter “The Invested Practice”, and co-host of the podcast InvestED with her investor father, Phil Town. She graciously allowed Vitaliy to reproduce the interview here, so have a listen to part 2 in this episode. Listen to part 1 here -> http://investor.fm/invested-interview-part-1-ep-62

Disclosure: Read this before you buy your next stock

The post InvestED Interview Part 2 – Ep 63 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Vitaliy spoke with Danielle Town of the InvestED podcast last October. They originally sat down to talk about investing, but the conversation turned into a reflection on his upbringing in Soviet Russia, parenting, budgeting, and more. Danielle is a New York Times bestselling author of “Invested”, founder of the value investing newsletter “The Invested Practice”, and co-host of the podcast InvestED with her investor father, Phil Town. She graciously allowed Vitaliy to reproduce the interview here, so have a listen to part 1 in this episode.

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/InvestED_Interview_Part_1_v2_20-04-13_MP3.mp3

Vitaliy spoke with Danielle Town of the InvestED podcast last October. They originally sat down to talk about investing, but the conversation turned into a reflection on his upbringing in Soviet Russia, parenting, budgeting, and more. Danielle is a New York Times bestselling author of “Invested”, founder of the value investing newsletter “The Invested Practice”, and co-host of the podcast InvestED with her investor father, Phil Town. She graciously allowed Vitaliy to reproduce the interview here, so have a listen to part 1 in this episode.

Disclosure: Read this before you buy your next stock

The post InvestED Interview Part 1 – Ep 62 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

A few weeks ago, Vitaliy and his daughter Hannah got up at 6 in the morning and drove more than an hour so she could play in her team's volleyball tournament. Hannah’s team played four other teams, and each game had two or three sets. Hannah stood on the sidelines for all the games and did not touch the ball even once. Vitaliy was really upset, at first. But what Hannah said next surprised and inspired him.

You can read article online at: https://contrarianedge.com/the-jet-lag-series-there-is-no-i-in-hannah-but-there-are-two-in-vitaliy/

https://traffic.libsyn.com/secure/intellectualinvestor/Jet_Lag_Part_6_v1_20-04-06_MP3.mp3

A few weeks ago, Vitaliy and his daughter Hannah got up at 6 in the morning and drove more than an hour so she could play in her team’s volleyball tournament. Hannah’s team played four other teams, and each game had two or three sets. Hannah stood on the sidelines for all the games and did not touch the ball even once. Vitaliy was really upset, at first. But what Hannah said next surprised and inspired him.

You can read article online at: https://contrarianedge.com/the-jet-lag-series-there-is-no-i-in-hannah-but-there-are-two-in-vitaliy/

The post The Jet Lag Series: There is no “I” in Hannah (But There are Two in “Vitaliy”) – Ep 61 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Announcing_the_All-Terrain_Dividend_Portfolio_v2_20-04-01_MP3.mp3

This is an announcement Vitaliy shared with his newsletter readers and he thought you, his podcast listeners, might want to hear it as well. It will be removed from this podcast stream when it’s no longer relevant. Vitaliy was finally able to do something he’s tried to do but could not for ten years: he’s built a dividend portfolio that’s “all-terrain” and that yields … well, you’ll have to listen to the end to find out.

You can read article online at: https://contrarianedge.com/the-all-terrain-dividend-portfolio/

The post Announcing the All-Terrain Dividend Portfolio appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

While in Venice, Vitaliy, his brother, and son visited a glass factory and watched a glassblowing demonstration. The glass artist took a ball of molten glass, stuck large forceps into it, and magic happened – he pulled a horse’s head, body, legs and tail out of it. A few strokes with a metal blade and they had seen the "birth" of a beautiful glass horse. After they left the factory, Alex, Jonah, and Vitaliy walked the streets of Murano, discussing whether this fellow was practicing an art or a craft.

You can read article online at: https://contrarianedge.com/the-jet-lag-series-art-or-craft/