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
328 Episodes
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1At 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.
📩 Join 94,000+ readers on my FREE weekly email newsletter: Client letter Part 1,2 & 3: Read this article before you buy a stock: https://investor.fm/the-client-who-changed-how-i-invest/ 📚 Get my books: Soul in the...
The post Why We Bought Aker BP: A Technology-First Oil Company (Part 4) – Ep 263 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
📩 Join 94,000+ readers on my FREE weekly email newsletter: My conversation with Charlie Kirk: My unfiltered thoughts on everything else, you’ll find them here: https://x.com/vitaliyk 📚 Get my books: Soul in the Game...
The post Charlie Kirk and the Cost of Courage – Ep 262 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
📩 Join 94,000+ readers on my FREE weekly email newsletter: Client letter Part 1 & 2: The Intellectual Investor Conference: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - ...
The post Skin in the Game, Steam in the Ground (Part 3) – Ep 261 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
📩 Join 94,000+ readers on my FREE weekly email newsletter: You can also read this article in this link: https://investor.fm/inside-baseball-how-we-build-portfolios-part-2/ 📚 Get my books: Soul in the Game - The Little...
The post Inside Baseball: How We Build Portfolios (Part 2) – Ep 260 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
📩 Join 94,000+ readers on my FREE weekly email newsletter: You can also read the article in this link: https://investor.fm/skating-on-thin-ice-discipline-doubt-and-the-long-game-part-1/ 📚 Get my books: Soul in the Game...
The post Skating on Thin Ice: Discipline, Doubt, and the Long Game (Part 1) – Ep 259 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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The post The Baltics, Europe’s Pragmatic Rising Stars – Ep 258 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
📩 Join 94,000+ readers on my FREE weekly email newsletter: Q&A Breakfast on May 1, 2026 sign up link: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing...
The post Warren Buffett and the Berkshire Hathaway Paradox – Ep 257 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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The post Redefine “value” in this era of the US stock market – Ep 256 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
📩 Join 94,000+ readers on my FREE weekly email newsletter: Tesla, Elon Musk and the EV Revolution link: Current thoughts on Tesla article: https://investor.fm/current-thoughts-on-tesla/ 📚 Get my books: Soul in the Game - The...
The post A Brief Rant on Tesla & Musk – Ep 255 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
📩 Join 94,000+ readers on my FREE weekly email newsletter: IMA Annual Client Meetings - 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I:...
The post 2025 IMA Annual Client Meeting appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
📩 Join 94,000+ readers on my FREE weekly email newsletter: The EV Industry Landscape article: https://investor.fm/the-ev-industry-landscape/ 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active...
The post Current Thoughts on Tesla – Ep 254 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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The post Europe Can’t Hide Behind America Anymore – Ep 253 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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The post The Reputational Bankruptcy of the American Dollar – Ep 252 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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The post Tariffs, Debt, and a Recession by Design – Ep 251 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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The post The Paranoid Russian Jew Approach to Investing – Ep 250 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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The post It Is Not the Cards You are Dealt; But is How You Play Them – Ep 249 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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The post Q&A Series: Diversification and Position Sizing in Investing – Ep 248 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
What are the hidden advantages of living away from “noisy” investing centers like New York?
The post The Hidden Advantages of Investing from NOT New York City – Ep 247 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
I’ve received emails from readers asking my thoughts on DeepSeek. I need to start with two warnings. First, the usual one: I’m a generalist value investor, not a technology specialist, so my knowledge of AI models is superficial. Second, and more unusually, we don’t have all the facts yet.
The post DeepSeek Breaks the AI Paradigm – Ep 246 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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United States
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