The Intellectual Investor – Value Investing by Vitaliy Katsenelson

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If you were obliged to invest all your investable assets with one person and you couldn’t choose Warren or Charlie, whom would you pick?

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Soul in the Game – https://amzn.to/43CF73v

The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ 

Active Value Investing – https://amzn.to/3u8zn3A

WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

The post Choosing an Investment Manager: Beyond Warren and Charlie – Ep 237 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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📩 Join 90,000+ readers on my FREE weekly email newsletter: https://investor.fm/sign-up/

📚 Get my books:

Soul in the Game – https://amzn.to/43CF73v

The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ 

Active Value Investing – https://amzn.to/3u8zn3A

WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

The post Q&A Series: On Parenting and Personal Growth – Ep 236 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Challenging_Investment_Rules_and_Key_Investor_Traits_v1_2024-10-30.mp3

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📚 Get my books:

Soul in the Game – https://amzn.to/43CF73v

The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ 

Active Value Investing – https://amzn.to/3u8zn3A

WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

The post Challenging Investment Rules and Key Investor Traits – Ep 235 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/The_Hidden_Risk_in_Religion_Stocks_v1_2024-09-25.mp3

A basic property of religion is that the believer takes a leap of faith: to believe without expecting proof.

Read the article here: https://investor.fm/the-hidden-risk-in-religion-stocks-2/

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📚 Get my books:

Soul in the Game – https://amzn.to/43CF73v

The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ 

Active Value Investing – https://amzn.to/3u8zn3A

WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

The post The Hidden Risk in “Religion” Stocks – Ep 233 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/The_Best_and_Worst_Investment_Decisions_Ive_Made_v1_2024-09-17.mp3

I’m going to share stories about my best and worst investment decisions. But don’t worry, this isn’t just a brag-and-cringe session about making or losing money.

Read the article here: https://investor.fm/the-best-and-worst-investment-decisions-ive-made/

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📚 Get my books:

Soul in the Game – https://amzn.to/43CF73v

The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ 

Active Value Investing – https://amzn.to/3u8zn3A

WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

The post The Best and Worst Investment Decisions I’ve Made – Ep 232 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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At the end of July, Donald Trump went full Bitcoin. He wants the US to become a “Bitcoin superpower”; he promised to build a Bitcoin strategic reserve.

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📚 Get my books:

Soul in the Game – https://amzn.to/43CF73v

The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ 

Active Value Investing – https://amzn.to/3u8zn3A

WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

The post Trump’s call for a bitcoin strategic reserve is a very bad idea – Ep 231 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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How does our investment approach stack up against Warren Buffett’s? Answering this question gives me a chance to dissect Buffett’s famous investment principles and compare them to our own strategy.

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📚 Get my books:

Soul in the Game – https://amzn.to/43CF73v

The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ 

Active Value Investing – https://amzn.to/3u8zn3A

WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

The post Unpacking Buffett’s Investment Philosophy: A Personal Perspective – Ep 230 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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How do I describe myself as an investor? This question provides an opportunity to delve into what I mean by being an “eclectic value investor with a slight touch of dogmatism.” It’s a comprehensive look at our investment philosophy and approach.

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📚 Get my books:

Soul in the Game – https://amzn.to/43CF73v

The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ

Active Value Investing – https://amzn.to/3u8zn3A

WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

The post The Eclectic Value Investor – Ep 229 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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The discussion of AI quickly falls into a domain bordering on Sci-Fi. My thoughts here are only marginally shaped by scientific facts.

If you look at technological progress over the centuries through the lens of productivity, the improvement was tiny, barely noticeable. Our ability to do the same tasks maybe improved a few basis points a year for millennia. People figured out fire, learned how to use levers, and created a wheel.

📩 Join 89,000+ readers on my FREE weekly email newsletter: https://investor.fm/sign-up/

📚 Get my books:

Soul in the Game – https://amzn.to/43CF73v

The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ 

Active Value Investing – https://amzn.to/3u8zn3A

WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

The post The AI Revolution – Ep 228 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_227_The_EV_Industry_Landscape_v1_2024-08-06.mp3

📩 Join 89,000+ readers on my FREE weekly email newsletter: https://investor.fm/sign-up/

📚 Get my books:

Soul in the Game – https://amzn.to/43CF73v

The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ

Active Value Investing – https://amzn.to/3u8zn3A

WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

The post The EV Industry Landscape – Ep 227 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.