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.
📩 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.
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📩 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.
📩 Join 94,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of... 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.
📩 Join 94,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of... 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.
📩 Join 94,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of... The post Europe Can’t Hide Behind America Anymore – Ep 253 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
📩 Join 94,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of... The post The Reputational Bankruptcy of the American Dollar – Ep 252 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
📩 Join 94,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of... The post Tariffs, Debt, and a Recession by Design – Ep 251 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
📩 Join 94,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of... 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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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.
Bob
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.
Bob
"I become slightly more religious every time I board a Boeing aircraft." Great line!
Bob
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.
Frederico Scherner
Great podcast, good insights on investments and life