The Intellectual Investor – Value Investing by Vitaliy Katsenelson

Today, you will listen to parts 1&2 of my Israel essay. Tomorrow you will hear parts 3&4. 🚨 If you prefer to read the full essay, here it is: https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/ ... The post Antisemitism and Wokeness Threaten the Future of Israel and America – Part 1 & 2 – Ep 212 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

📩 Join 84,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS 🌍 My website/blog - 🔗 Business Website - 🐦... The post 10 Lessons in Investing Mastery – Conversations with Vitaliy – Ep 26 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

This is the concept that got me into stoicism. Dichotomy of Control. 📩 Join 82,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - ... The post Are You In Control? – Conversations with Vitaliy – Ep 25 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

📩 Join 82,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS 🌍 My website/blog - 🔗 Business Website - 🐦... The post The Rise and Fall of Russia – Conversations with Vitaliy – Ep 24 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

📩 Join 82,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS 🌍 My website/blog - 🔗 Business Website - 🐦... The post Never Run Out of Ideas – Conversations with Vitaliy – Ep 23 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

This is my fireside chat with the CFA Society in Richmond, Virginia. We discussed the power of writing, stoicism in investing, and becoming the best investor you can be. 📩 Join 82,000+ readers on my weekly email newsletter: 📚 GET MY... The post CFA Richmond Fireside Chat with Vitaliy Katsenelson – Ep 211 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Here are the 5 value investing mistakes to avoid. 📩 Join 82,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS 🌍... The post The 5 Value Investing Mistakes to Avoid – Conversations with Vitaliy – Ep 22 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

📩 Join 82,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS 🌍 My website/blog - 🔗 Business Website - 🐦... The post Charlie Munger’s Rules For a Good Life – Conversations with Vitaliy – Ep 21 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

📩 Join 81,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS 🌍 My website/blog - 🔗 Business Website - 🐦... The post Learn, Adapt, Conquer – Conversations with Vitaliy – Ep 20 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

📩 Join 81,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS 🌍 My website/blog - 🔗 Business Website - 🐦... The post Think Like a Writer – Conversations with Vitaliy – Ep 19 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

I respect Warren Buffett, but here is the one thing he got wrong. 📩 Join 81,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY... The post This is What Warren Buffett Got Wrong – Conversations with Vitaliy – Ep 18 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

The interview took place in April 2023 at Temple Sinai here in Denver. The discussion focused on my book . The living characters of the book are from my family, so having them in the audience was a bit surreal. 📩 Join 81,000+ people and... The post Broadening the aperture of how you look at life – Ep 210 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Looking to start writing? Here is the advice you need to get started. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY BOOKS Soul in the Game - The Little... The post The Writing Advice You Desperately Need – Conversations with Vitaliy – Ep 17 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Innovation disrupts, but it also creates new jobs and improves the standard of living of society. AI will displace many jobs, but it will also empower people with new productivity tools. 📩 Sign up for my free weekly email newsletter 🎙... The post My thoughts on AI – Ep 209 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

What lessons do you want to leave behind for your kids? 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways... The post Lessons for My Kids – Conversations with Vitaliy – Ep 16 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

I know young adults who have gone to Israel to fight to protect it from evil. I have friends who have put their lives on hold and gone to Israel to volunteer to help that country in any way they can. My pen is my gift. This is how I can make a... The post Don’t Let History Repeat Itself – Ep 208 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

I usually look forward to waking up every morning. My family is still asleep. I make a cup of coffee, put on my headphones, and write. But I wasn't looking forward to mornings over the last week while I was working on this and tomorrow’s essays. It... The post Israel is Not Hamas’ Final Solution – Ep 207 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Without a doubt, this is one of the most difficult things to do in a world dominated by technology. I hope my advice helps in some way. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual... The post How To Teach Your Kids To Read – Conversations with Vitaliy – Ep 15 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In this short video, I explain how walking can change your life. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways... The post Why You Should Walk Everyday – Conversations with Vitaliy – Ep 14 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

How stoic philosophy changed the way I think about life. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets... The post How Stoicism Can Change Your Thinking – Conversations with Vitaliy – Ep 13 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

To understand what will happen in China and its impact on the global economy, we simply need to invert what happened over the last two decades. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual... The post What happens in China may not stay in China – Ep 206 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

There are 5 investing books that I think everyone should read. - Lawrence Cunningham - Nassim Nicholas Taleb - Nassim Nicholas Taleb - James Montier - Pat Dorsey 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly... The post The 5 Investing Books Everyone Should Read – Conversations with Vitaliy – Ep 12 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

I am about to discuss a topic that, for reasons that are unclear to me, has been politicized: oil and gas. I am writing this as a pragmatic analyst who looks at two factors: supply and demand. After all, I am not hired by you (IMA clients) to come up... The post Our investments in oil and natural gas stocks – Ep 205 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Here is what you should look for when hiring someone. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active... The post What You Should Look For When Hiring Someone – Conversations with Vitaliy – Ep 11 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

I just finished a fifteen-page seasonal letter to IMA clients. It discusses the economy and the positioning of our stock portfolio, as well as China, fossil fuels, AI, and unions. I will share excerpts from it over the next few weeks, starting today... The post My Thoughts on the Economy – Ep 204 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

When my wife and I got married, my friend Mark took us out to a lunch that forever changed my relationship with money. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY... The post Never Look at Money the Same Way – Conversations with Vitaliy – Ep 10 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

An update on the situation in Israel and my thoughts on unions. Show notes: Listen to Alex (Ethan and Jacob's father) . Contribute . 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual... The post Unions: From Stimulant for the Economy to Cancer – Ep 203 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In this episode, I highlight some of the most overlooked factors in investing. I discuss the importance of understanding financials and looking deeper into company culture and management. I provide examples of CEO excesses, like the case of GE CEO... The post What You Overlook In Investing – Conversations with Vitaliy – Ep 9 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Reading is something I find extremely rewarding, so it is a pleasure to share five book recommendations and one bonus book with you. Book Recommendations: Shantaram by Gregory David Roberts How To Think Like A Roman Emperor by Donald... The post The 5 Books You Should Read – Conversations with Vitaliy – Ep 8 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Worried about the next recession? Don't panic and listen to this. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY BOOKS Soul in the Game - The Little Book of... The post Should You Worry About The Next Recession? – Conversations with Vitaliy – Ep 7 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Too often, people try to gamble rather than invest. Here is what I think the difference is between the two. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY BOOKS Soul... The post Stop Gambling and Start Investing – Conversations with Vitaliy – Ep 6 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

My father, Naum Katsenelson, passed away on August 10, 2023. Here is my ode to him. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY BOOKS Soul in the Game - The... The post My Father – A Life Worth Living – Ep 202 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

If you are a young investor or interested in investing, I think you can benefit from my advice in this video. The post My Letter To Young Investors – Conversations with Vitaliy – Ep 5 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In this video I break down the keys to becoming a great investor. The post How You Can Be a Great Investor – Conversations with Vitaliy – Ep 4 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Very often, people come to me asking for advice. Here is the advice I have to offer young people today. The post Advice Every Young Person Needs To Hear – Conversations with Vitaliy – Ep 3 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Many people out there are afraid to start writing. Take a page from my book and stop fearing; get to work. The post My Writing Journey – Conversations with Vitaliy – Ep 2 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Apple is the best storytelling company on the planet. This was the thought that ran through my mind as I watched Apple present its new products at the WWDC conference. The post The Power of Telling Stories – Conversations with Vitaliy – Ep 1 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

My father and I started taking my son Jonah to Santa Fe in 2003, and this was when I first wrote about it. I have been writing, rewriting, and adding to this essay for the past ten years. I repolished it and included it in Soul in the Game. This... The post Life is a Walk – Santa Fe – Ep 201 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In today’s letter, I want to address a question that I get asked at times: How do I get any research done since I travel a lot? And then I’ll explain the reasons for two next trips. 📩 Sign up for my free weekly email newsletter 🎙... The post How do I get any research done since I travel a lot? – Ep 200 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Many times, we bought because they were in their “junior year”; this is what made them undervalued. Our research led us to the conclusion that their difficulties were transitory and that as they matured the market would revalue them. 📩 Sign... The post The Growing Pains of Maturity – Ep 199 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Over the next two weeks, I will share with you a few excerpts from my 25-page summer letter to IMA clients. Next week, I will be comparing my children to stocks and divulging my latest thoughts on Uber and Qualcomm. My purpose in sharing... The post What is the Value of Apple? How do we evaluate risk? – Ep 198 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Over the last two decades, I have given talks on investing, mainly focused on my books, to CFA Societies around the world, from South Africa to New Zealand to Sofia, Bulgaria, and India in January of this year (you can watch that talk ). As a... The post Russia – History Repeats Itself – Ep 197 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

While I was watching Apple’s presentation, Meta’s Quest Pro (which I own for research purposes) suddenly started to remind me of Microsoft PCs – made by engineers for engineers, where the Vision Pro is created by humans for humans. 📩... The post Vision Pro is the Vision of the Future – Ep 196 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Imagine withdrawing a job offer two days after it was made. This is exactly what we did. IMA is for an Operations Associate position, and after a lengthy hiring process, we offered the position to Sam (not his real name). However, two days later, we... The post How Not To Lose a Job That’s Yours – Ep 195 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Apple is the best storytelling company on the planet. This was the thought that ran through my mind as I watched Apple present its new products at the WWDC conference. When it introduces a product, Apple doesn't just spend the time telling you... The post A Story about a Story – Ep 194 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Good thoughts bring you happiness; bad thoughts poison you with anxiety and pain. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY BOOKS Soul in the Game - The Little... The post Attend a Party in Your Own Head – Ep 193 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

I’ve been asked by many readers and some clients for my thoughts on the economy and recession. As I am typing this, I’m thinking about how much ink I should be spilling on writing about the recession and how much time we, as investors,... The post You are – What you think about (Recession, Economy, Stock Market) – Ep 192 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

I don't know when I graduated to giving job-seeking advice. However, I know that my scribbles are read by a lot of students and their parents, so I thought I would share this with you. 📩 Sign up for my free weekly email newsletter 🎙... The post Embrace Good Problems: Advice to Young People Today – Ep 191 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

I've attended the Berkshire Hathaway Annual Shareholders meeting for over a decade. Here is what I learned in 2023. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY... The post What I Learned From the Oracle of Omaha & Charlie Munger – Ep 190 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Many investors, including our clients, have been worried about their Schawb account safety. Are they right to be worried? 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET... The post Should I be worried about the safety of my Schwab account? – Ep 189 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.