The Intellectual Investor – Value Investing by Vitaliy Katsenelson

Amazon.com has announced an online pharmacy offering. How big of a punch could this be to drug distributors McKesson, Cardinal Health and AmerisourceBergen? In this podcast, Vitaliy takes you through why he believes these businesses will be resilient... The post McKesson: Amazon Will Not Throw This Drug Railroad Off The Tracks – Ep 107 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In Part 2 of his interview with Jim Campbell, Vitaliy and Jim take a deep dive into assessing company management, nuanced thinking, and writing. To explore this, they examine the career of Masayoshi Son, the CEO of Softbank, in which Vitaliy's firm,... The post Interview with Jim Campbell – Part 2 – Ep 106 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In this interview with Andrew Kleuss on Investors Hub, Vitaliy makes the case that concerns over Amazon's entry into the pharmaceuticals business are probably overblown. To parse this problem, Vitaliy differentiates between pharmacies and drug... The post Amazon Pharmacy vs The Market & Distributors – Ep 105 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Sometimes, simple rules add up to great results. In this podcast, Vitaliy shares some simple, straightforward heuristics which, when applied consistently over time, should help you compound your money in successful investments. They have certainly... The post These Simple Tips Can Make You a Better Investor – Ep 104 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In this interview with Jim Campbell, host of radio show Business Talk and author of the book Madoff Talks (see link below), Vitaliy gives a wide-ranging overview of Tesla and Elon Musk. From parallels between the transition to cars from horses, to the... The post Interview with Jim Campbell – Ep 103 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

In this podcast, Vitaliy celebrates his daughter Hannah’s love of reading and her budding talent as a writer. Then, drawing on formative childhood experiences with his father, he shares his thoughts on how to instill a love of classical music in... The post Reading and Listening – Ep 102 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

When Vitaliy started writing his new book, it kicked off a slew of other positive changes in his life. In this podcast, Vitaliy covers how diet, exercise, and meditation have made him fitter, stronger, happier, and (hopefully!) a better person. "I... The post My Self-Improvement Journey – Ep 101 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Over the last six months, Vitaliy has skewed IMA's portfolios more towards defense companies. Why? The world appears less safe today than at any time since the Berlin Wall came down. Fast-forward two decades from then to now, and we find a drastically... The post US and China: In the Foothills of Cold War – Ep 100 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

If you believe the global economy is doing great and stocks are cheap, this podcast is not for you. But if you believe that stocks are expensive, and that a global economic time bomb is ticking because of unprecedented intervention by governments and... The post How Investors Should Deal With The Overwhelming Problem Of Understanding The World Economy – Ep 99 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.