The Intellectual Investor – Value Investing by Vitaliy Katsenelson

You don't fully know a company until you buy its stock. This recently happened to Vitaliy, except he didn't buy a stock, he bought a car: a Tesla. In this episode, Vitaliy takes the listener under the hood of how electric vehicles represent a tectonic...

The post The EV Paradigm Shift (Part 1 of “Tesla, Elon Musk, and the EV Revolution”) – Ep 30 appeared first on The Intellectual Investor.

When a young Vitaliy found out that a relative of his had secretly emigrated from the USSR to the United States, his first reaction was to brand her as a traitor. But years later, Vitaliy came to the US himself and never looked back. In this episode he reflects on this transformation, his immigrant experience, and the opportunities he found in the US.

You can read this article online at: https://contrarianedge.com/the-making-of-capitalistic-pig/

When a young Vitaliy found out that a relative of his had secretly emigrated from the USSR to the United States, his first reaction was to brand her as a traitor. But years later, Vitaliy came to the US himself and never looked back. In this episode...

The post The Making of CAPITALISTIC PIG – Ep 29 appeared first on The Intellectual Investor.

The book that has had the biggest impact on Vitaliy this past year is Mark Manson’s The Subtle Art of Not Giving a F*ck. He loved this book so much he read it twice – that was not enough. Then he listened to it twice on Audible. But to really understand it, he felt he needed to write about it - so he did. Vitaliy's review is the size of five football fields – okay, no, it’s 7,000 words, the length of five articles. Actually it is more than just a review: It has turned into a personal manifesto.

You can read this personal manifesto at: https://contrarianedge.com/my-personal-manifesto/

The book that has had the biggest impact on Vitaliy this past year is Mark Manson’s The Subtle Art of Not Giving a F*ck. He loved this book so much he read it twice – that was not enough. Then he listened to it twice on Audible. But to really...

The post My Personal Manifesto – Ep 28 appeared first on The Intellectual Investor.

One of the best wedding gifts Vitaliy received was lunch with his friend, Mark. Vitaliy reflects on the financial advice Mark gave me then and how it could help young people like his son Jonah settle into adulthood with a lot more forward-thinking.

You can read this article online at: https://contrarianedge.com/personal-finance-advice-that-changed-my-life/

One of the best wedding gifts Vitaliy received was lunch with his friend, Mark. Vitaliy reflects on the financial advice Mark gave me then and how it could help young people like his son Jonah settle into adulthood with a lot more forward-thinking....

The post Personal Finance Advice That Changed My Life – Ep 27 appeared first on The Intellectual Investor.

Investors love focusing on short-term results, arguing that long-term success is built out of a series of short-term successes. But is that really the best way to invest? And if a company is focused on constantly beating quarterly metrics, is it a good company to invest in? Vitaliy discusses the above questions from a value investing perspective.

You can read this article online at: https://contrarianedge.com/beats-misses-seen-unseen/

Disclosure: Read this before you buy your next stock

Investors love focusing on short-term results, arguing that long-term success is built out of a series of short-term successes. But is that really the best way to invest? And if a company is focused on constantly beating quarterly metrics, is it a...

The post Beats and Misses, Seen and Unseen – Ep 26 appeared first on The Intellectual Investor.

Imagine that Intel released a processor that was 100 times faster than anything made previously. An amazing invention on its own, but useless without software developers who could make full use of this new technology. In the 19th century, piano manufacturing rose to a new level – and a young Hungarian virtuoso, Franz Liszt, was the one who took full advantage of the new instrument. Vitaliy tells us how this came about.

You can read this article online at: https://myfavoriteclassical.com/franz-liszt-revolutionized-piano-classical-music/

P.S. See phenomenal lecture by Robert Greenberg's about Franz Liszt