The Intellectual Investor – Value Investing by Vitaliy Katsenelson

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/

The post Jet Lag Series: Inhaling Europe – Ep 55 appeared first on The Intellectual Investor.

Vitaliy wrote the following letter to IMA clients about coronavirus. Since news broke a few weeks ago, he's received many emails from readers asking for his thoughts on the virus. Rather than write another article on it, Vitaliy has decided to share the full letter to clients here in this podcast.

You can read this article online at: https://contrarianedge.com/the-impact-of-coronavirus-people-economy-your-portfolio/

Disclosure: Read this before you buy your next stock

Vitaliy wrote the following letter to IMA clients about coronavirus. Since news broke a few weeks ago, he’s received many emails from readers asking for his thoughts on the virus. Rather than write another article on it, Vitaliy has decided to share the full letter to clients here in this podcast.

You can read this article online at: https://contrarianedge.com/the-impact-of-coronavirus-people-economy-your-portfolio/

Disclosure: Read this before you buy your next stock

The post The Impact of Coronavirus: People, Economy & Your Portfolio – Ep 54 appeared first on The Intellectual Investor.

Vitaliy has a confession to make. Someday, he wants his company to be called Katsenelson & Kids. That doesn't have to be the official name, but he does want to work with his kids, whom he wants to become value investors. He knows he is supposed to want them to become doctors or physicists, but he doesn't. Maybe if you "go Freud" on Vitaliy, you'll tell him this is his way of not wanting to let them go.

You can read this article online at: https://contrarianedge.com/me-my-boy-and-warren-buffett/

Vitaliy has a confession to make. Someday, he wants his company to be called Katsenelson & Kids. That doesn’t have to be the official name, but he does want to work with his kids, whom he wants to become value investors. He knows he is supposed to want them to become doctors or physicists, but he doesn’t. Maybe if you “go Freud” on Vitaliy, you’ll tell him this is his way of not wanting to let them go.

You can read this article online at: https://contrarianedge.com/me-my-boy-and-warren-buffett/

The post Me, My Boy and Warren Buffett – Ep 53 appeared first on The Intellectual Investor.

Vitaliy was supposed to give a presentation at a conference in Omaha, a day before the Berkshire Hathaway annual meeting. He was more nervous than usual. There were maybe two hundred attendees in the venue. A few minutes into his presentation, the lights went out. In this podcast, Vitaliy shares how this moment shaped his view of public speaking, preparation, and creativity.

You can read this article online at: https://contrarianedge.com/little-moments-give-great-speech/

Vitaliy was supposed to give a presentation at a conference in Omaha, a day before the Berkshire Hathaway annual meeting. He was more nervous than usual. There were maybe two hundred attendees in the venue. A few minutes into his presentation, the lights went out. In this podcast, Vitaliy shares how this moment shaped his view of public speaking, preparation, and creativity.

You can read this article online at: https://contrarianedge.com/little-moments-give-great-speech/

The post Little Moments, or How to Give a Great Speech – Ep 52 appeared first on The Intellectual Investor.

When should you not buy commodity stocks? When you feel like you must own them. Vitaliy remembers when investors felt they must own oil stocks, when oil prices shot past $100 per barrel and everyone was convinced they were going to $200. Today oil stocks are universally hated, and arguably for the right reasons – the future is knocking on our door, and it has electric vehicles in it. Nevertheless, Vitaliy lays out a case for while there may be value in the oil patch today, and expands on how Equinor might be able to capture that value.

You can read this article online at: https://contrarianedge.com/equinor-a-good-crisis-is-never-wasted/

Disclosure: Read this before you buy your next stock

When should you not buy commodity stocks? When you feel like you must own them. Vitaliy remembers when investors felt they must own oil stocks, when oil prices shot past $100 per barrel and everyone was convinced they were going to $200. Today oil stocks are universally hated, and arguably for the right reasons – the future is knocking on our door, and it has electric vehicles in it. Nevertheless, Vitaliy lays out a case for while there may be value in the oil patch today, and expands on how Equinor might be able to capture that value.

You can read this article online at: https://contrarianedge.com/equinor-a-good-crisis-is-never-wasted/

Disclosure: Read this before you buy your next stock

The post Equinor: A Good Crisis is Never Wasted – Ep 51 appeared first on The Intellectual Investor.

We think of Vincent Bollore as the John Malone of Europe – his strength is in identifying undervalued assets, taking control of them, and unlocking value. Bollore owns 25% of Vivendi, the prime asset of which is Universal Music Group (UMG), the largest music label in the world. Vivendi owns around 30% of the music created in the Western hemisphere. It is the home of Lady Gaga, Mariah Carey, Queen, Prince, and many other artists. In this podcast, Vitaliy explains the appeal of investing in (with) Vincent Bollore's holding company of the same name.

You can read this article online at: https://contrarianedge.com/bollore-streaming-music-cash-flows/

Disclosure: Read this before you buy your next stock