The Intellectual Investor – Value Investing by Vitaliy Katsenelson

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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/

The post The Jet Lag Series: Art or Craft – Ep 60 appeared first on The Intellectual Investor.

Vitaliy recently spoke with Andrew Horowitz at “The Disciplined Investor” podcast. Andrew graciously allowed to share Vitaliy's part of the interview with the Intellectual Investor audience.

The discussion centers around this recession and why it’s not like any other previous one we’ve experienced.

It also covered about why it’s the best thing that could’ve happened to IMA clients' portfolios, what IMA's game plan is going forward, and how it's “microdosing” stock purchases to deal with the uncertainty of this time.

Finally, Andrew and Vitaliy discuss assumptions Vitaliy is making about the future, what stocks he's looking at right now, and what companies might not survive this crisis.

Original Interview here-> http://thedisciplinedinvestor.com/blog/2020/03/21/tdi-podcast-investment-microdosing-654/

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/Never_let_a_good_crisis_go_to_waste_v1_20-03-25_MP3.mp3

Vitaliy recently spoke with Andrew Horowitz at “The Disciplined Investor” podcast. Andrew graciously allowed to share Vitaliy’s part of the interview with the Intellectual Investor audience.

The discussion centers around this recession and why it’s not like any other previous one we’ve experienced.

It also covered about why it’s the best thing that could’ve happened to IMA clients’ portfolios, what IMA’s game plan is going forward, and how it’s “microdosing” stock purchases to deal with the uncertainty of this time.

Finally, Andrew and Vitaliy discuss assumptions Vitaliy is making about the future, what stocks he’s looking at right now, and what companies might not survive this crisis.

Original Interview here-> http://thedisciplinedinvestor.com/blog/2020/03/21/tdi-podcast-investment-microdosing-654/

Disclosure: Read this before you buy your next stock

The post Never Let a Good Crisis Go to Waste – Ep 59 appeared first on The Intellectual Investor.

In this podcast, Vitaliy shares a recent (brief) letter he wrote to clients about how he and his firm are responding to Coronavirus and the recent selloff in the stock market. After touching on the day to day at IMA, Vitaliy elaborates on how he is taking advantage of volatility to buy great businesses at wonderful prices. He hopes you enjoy it!

You can read this article online at: https://contrarianedge.com/markets-in-turmoil-our-game-plan/

Disclosure: Read this before you buy your next stock

https://traffic.libsyn.com/secure/intellectualinvestor/Markets_in_Turmoil_v3_20-03-19_MP3.mp3

In this podcast, Vitaliy shares a recent (brief) letter he wrote to clients about how he and his firm are responding to Coronavirus and the recent selloff in the stock market. After touching on the day to day at IMA, Vitaliy elaborates on how he is taking advantage of volatility to buy great businesses at wonderful prices. He hopes you enjoy it!

You can read this article online at: https://contrarianedge.com/markets-in-turmoil-our-game-plan/

Disclosure: Read this before you buy your next stock

The post Markets in Turmoil: Our Game Plan – Ep 58 appeared first on The Intellectual Investor.

Vitaliy wrote the following in early February after his trip to Europe (as part of the Jet Lag Series), which started in Switzerland and concluded in Italy (Venice to be exact). Yes, the part of Italy that today is devastated by coronavirus. He missed the virus by only two weeks. In that short amount of time we have transitioned into a different world – a new era. Since then, this podcast has taken on new meaning for Vitaliy. He hopes you enjoy it.

You can read this article online at: https://contrarianedge.com/set-your-egg-timer-to-6-months/

Vitaliy wrote the following in early February after his trip to Europe (as part of the Jet Lag Series), which started in Switzerland and concluded in Italy (Venice to be exact). Yes, the part of Italy that today is devastated by coronavirus. He missed the virus by only two weeks. In that short amount of time we have transitioned into a different world – a new era. Since then, this podcast has taken on new meaning for Vitaliy. He hopes you enjoy it.

You can read this article online at: https://contrarianedge.com/set-your-egg-timer-to-6-months/

The post Set Your Egg Timer to 6 Months – Ep 57 appeared first on The Intellectual Investor.

As Vitaliy was writing a recent article, he got an email from a client saying, “Your move, boss.” This prompted him to expand on what exactly his "move" would be, given the recent stock market turmoil. In short, it is just another day at IMA. After touching on some slightly positive virus news and the oil price war, Vitaliy shares a quote from two investment heros about navigating market volatility as a long-term value investor.

You can read these articles online at: https://contrarianedge.com/russia-saudi-play-a-dangerous-game-of-chicken/

https://contrarianedge.com/what-would-ben-graham-do-in-todays-market/

Disclosure: Read this before you buy your next stock

As Vitaliy was writing a recent article, he got an email from a client saying, “Your move, boss.” This prompted him to expand on what exactly his “move” would be, given the recent stock market turmoil. In short, it is just another day at IMA. After touching on some slightly positive virus news and the oil price war, Vitaliy shares a quote from two investment heros about navigating market volatility as a long-term value investor.

You can read these articles online at: https://contrarianedge.com/russia-saudi-play-a-dangerous-game-of-chicken/

https://contrarianedge.com/what-would-ben-graham-do-in-todays-market/

Disclosure: Read this before you buy your next stock

The post Russia & Saudi Play a Dangerous Game of Chicken – What Would Ben Graham Do in Today’s Market? – Ep 56 appeared first on The Intellectual Investor.

Vitaliy is back from his trip to Switzerland and Italy. This trip was extra special for him, because he and his brother Alex were joined by his son Jonah. Every day on the trip Vitaliy wrote in his journal, but was always constrained on time. After returning to Denver, Vitaliy took advantage of his jet lag to expand on his journal entries, and wrote a series of random, but thoughtful, podcasts to be shared with you. These short essays are called “The Jet Lag Series," and this is Part 1.

You can read this article online at: https://contrarianedge.com/the-jet-lag-series-inhaling-europe/