The Intellectual Investor – Value Investing by Vitaliy Katsenelson

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...

The post How Franz Liszt Has Revolutionized Piano and Classical Music – Ep 25 appeared first on The Intellectual Investor.

Vitaliy's firm has been invested in SoftBank since 2015, despite the constant criticism of the stock. Why? In this episode, Vitaliy explores the loss of nuance amongst many of today's market analysts that leads to incorrect conclusions about company value that is bound to be corrected, even if it is many years in the future.

You can read this article online at: https://contrarianedge.com/the-subtle-nuances-of-softbank/

For Eric Savitz's take on SoftBank, check out his Barron's article.

Masayoshi Son's bet on exponential growth.

Disclosure: Read this before you buy your next stock

Vitaliy's firm has been invested in SoftBank since 2015, despite the constant criticism of the stock. Why? In this episode, Vitaliy explores the loss of nuance amongst many of today's market analysts that leads to incorrect conclusions about company...

The post The Subtle Nuances of Softbank – Ep 24 appeared first on The Intellectual Investor.

A knee surgeon can't decide to operate only on right knees because he previously had a few mishaps with the left side. But investors can do just that: They can pick their battles and avoid problems they're unlikely to solve correctly. Listen to Vitaliy explain how to take advantage of this ability.

You can read this article online at: https://contrarianedge.com/how-emotional-intelligence-can-make-you-a-better-investor/

A knee surgeon can't decide to operate only on right knees because he previously had a few mishaps with the left side. But investors can do just that: They can pick their battles and avoid problems they're unlikely to solve correctly. Listen to...

The post How Emotional Intelligence Can Make You a Better Investor – Ep 23 appeared first on The Intellectual Investor.

Nassim Taleb, author of "The Black Swan," also coined the concept of "the artisan" – the person who has "soul in the game" when it comes to their work. But what does being an artisan mean when it comes to investing? Vitaliy and IMA founder Michael reflect on this question in this recent letter.

You can read this article online at: https://contrarianedge.com/soul-in-the-game/

Nassim Taleb, author of "The Black Swan," also coined the concept of "the artisan" – the person who has "soul in the game" when it comes to their work. But what does being an artisan mean when it comes to investing? Vitaliy and IMA founder Michael...

The post Soul in the Game – Ep 22 appeared first on The Intellectual Investor.

Judging by how pharmacy and drug-distribution stocks have performed the last several years, you'd think they were on the edge of going out of business. But nothing is further from the truth. Hear Vitaliy explain what makes these stocks a great buy in today's market.

You can read this article online at: https://contrarianedge.com/heres-why-pharmacy-stocks-are-a-bargain-right-now/

Disclosure: Read this before you buy your next stock

Judging by how pharmacy and drug-distribution stocks have performed the last several years, you'd think they were on the edge of going out of business. But nothing is further from the truth. Hear Vitaliy explain what makes these stocks a great buy in...

The post Here’s Why Pharmacy Stocks Are a Bargain Right Now – Ep 21 appeared first on The Intellectual Investor.

As marijuana is becoming legalized in more and more states, many investors have considered investing in what is projected to be a booming industry. But should you invest in marijuana stocks? Here's Vitaliy's take.

You can read this article online at: https://contrarianedge.com/should-you-invest-in-marijuana-stocks/

Disclosure: Read this before you buy your next stock