Claim OwnershipThe Intellectual Investor – Value Investing by Vitaliy Katsenelson
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Vitaliy Katsenelson © 2024
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Value Investing, Life & Philosophy and Classical Music Explained by Vitaliy Katsenelson
347 Episodes
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2Instead of joining the chorus of false certainty, let me offer you a crayon-level framework for thinking about it. I am going for vaguely right, not precisely wrong.
The post On AI Eating The World – Ep 283 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
On January 11, 2026, my younger daughter, Mia Sarah, celebrated becoming an adult, at least according to Jewish tradition (she turned 12). This is what I told her
The post 10 Life Lessons I Passed On to My Daughter on Her Bat Mitzvah – Ep 282 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
I let myself be me when I write. I just made it sound easy. It is not. It comes down to confidence. It took me a long time – years, to get comfortable with being me on paper.
The post Q&A: From Imposter Syndrome to Authenticity – Ep 281 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
When policies are judged by intentions rather than outcomes, you get Germany closing nuclear plants only to burn more coal.
The post The Church of Climate and the Law of Unintended Consequences – Ep 280 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
As my income went up, instead of buying myself things, I turned to buying time and experiences.
The post Q&A Money Should Buy Time, Not Things – Ep 279 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Warren Buffett calls Berkshire Hathaway his Sistine Chapel. This analogy haunted me for years until I realized we are building the exact same thing at IMA. It took me a decade to put into words, but I finally narrowed our firm’s entire reason for existence down to just two words. They sound simple, but living up to them is the hardest thing we’ve ever done.
The post Our Sistine Chapel: Long-Term Investing in Quality and Kindness – Ep 278 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Today, we’re diving into two questions from readers that are close to my heart, which of my books is my personal favorite and why, and is there a similarity between classical music and investing for me?
The post On Books, Music, and Investing – Ep 277 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
As an investor, being intentional about identifying assumptions is extremely important. When you're mindless, you accept things as they are without realizing you're walking on thin ice while everyone else thinks it's solid ground.
The post Living and Investing with Intention – Ep 276 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
I held a Q&A session with readers a while back. In this episode, we'll discuss how to handle market pressures and our view on serial acquirers.
The post Q&A Series: Managing Market Pressures and Evaluating Serial Acquirers – Ep 275 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Looking back, I recognize that my parents gave my family an amazing gift: the ability to see. They never forced us to go to museums; they just took us with them.
The post Learning to See – Ep 274 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
My biggest problem was that my family, including yours truly, was not good at lying. Okay, I am getting ahead of myself.
The post Operation Molly – Ep 273 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Before I explain why I love Fever-Tree as a product and an investment, here’s the story of how tonic water became a British obsession—it’ll make more sense after.
The post Surrounding Yourself with Greatness – Part 2 – Ep 272 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
On this trip, my wife and I visited Paris and London, where I spoke to CFA Societies in both cities.
The post From Paris with Love, from London with Concern – Part 1 – Ep 271 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
In todays episode we'll delve into my research process, how I assess country risk for investments and why some investors avoid technology stocks.
The post Q&A Series: Research Process, Evaluating Country Risk and Tech Investments – Ep 270 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
Our London and Scotland trip blended investing, art, friendship, and father-son memories that made the journey unforgettable.
The post London and Scotland: Musicals, Markets, and Memories – Part 3 – Ep 269 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
One important quality great management must have is the ability to suffer, doing the right thing when everyone else is chasing easy gains.
The post The Ability to Suffer – Part 2 – Ep 268 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
I explore what Rolex’s lasting value and Fever Tree’s stock reveal about quality, patience, and playing the long game in business and investing.
The post The Art of Rational Irrationality – Part 1 – Ep 267 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
When I had the chance to tour an Amazon fulfillment center in Denver, I jumped at the opportunity. What I found was both more remarkable and more unsettling than I had imagined.
The post My Article in The Wall Street Journal – Ep 266 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
The hype around investing in AI feels real, but like every revolution, it’s easy to forget that not every gold rush makes its miners rich.
The post Why Smart Investors Should Sit Out the AI Arms Race – Ep 265 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
At HII’s shipyard, I saw how cost-plus capitalism shapes naval shipbuilding: scarce automation, labor shortages, and incentives that reward rising costs.
The post Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) – Ep 264 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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1:00 How much of this economic "growth" is related to childcare and related activities? As a measure of economic growth for example vs. actual output achieved, I care for my own kids and you care for yours, there is zero GDP, you pay me $20 to look after your kids while I look after my own, there is $20 GDP growth, we pay each other $20 to look after each other's kids, there is $40 GDP growth. All 3 scenarios yeilded equal outputs with varying impact on GDP?
The Church of Climatology, complete with its dogmas, rituals, and sacraments, has been established for well over two decades now. This Church as it exists, is just another splinter sect of regressive Progressive worship.
Thank you for this. You are correct brother. What the socialist wannabes don't get is that the equality for all is within the realm of poverty and general malaise. Of course the exception being those in control at the top who obviously need more due to their greater responsibilities of redistributing a declining wealth base and also their well connected associates. Most poor in capitalism exist better than average folk do under socialism. Thanks again for relating the old country experience!
Being a product of the soviet union, it would be great if you could expend resources to educate the over indoctrinated neo-communist faithful youth of exactly what their religion is and the inevitable outcome of their false learings from their professors.
9:50 more #GreenGraft
Techno-fuedalism is now among us set to dominate.
Human thought and action is finally and completely replaced by machines. The machines have gone from just making us weak and soft to complete domination of humanity.
This is dark. Good luck.
Asking European NATO nations to somewhat proportionally contribute to their combined personal defense seems a reasonable thing. Seems they have been riding on the backs of the US taxslave for a bit too long. Might even prompt a more intense competitive environment requiring the lollygaging US defense industrial complex to become a bit more innovative and a lot more lean.
"I become slightly more religious every time I board a Boeing aircraft." Great line!
The US is not a democracy. Our politicians through their actions of weaponization and devaluation of the USD, have literally invited nations to hedge or completely abandon it as world reserve. There a number of nations in some process of exiting the dollar. This inevitable fall from grace (and value) has nothing to do with Bitcoin and a reserve likely wouldn't hasten the process. More benefits of a reserve could be derived, as well as the possible pitfalls you address with some left unsaid.
Great podcast, good insights on investments and life