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From Paris with Love, from London with Concern – Part 1 – Ep 271

From Paris with Love, from London with Concern – Part 1 – Ep 271

The Intellectual Investor – Value Investing by Vitaliy Katsenelson · Vitaliy Katsenelson

November 25, 2025

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Show Notes

From Paris with Love, from London with Concern - Part 1 - Ep 271

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You can read the full essay: https://investor.fm/quality-matters-from-paris-to-portfolios/

My Lady at the Musée painting image link: https://investor.fm/quality-matters-from-paris-to-portfolios/

Position sizing article: https://investor.fm/position-sizing-how-to-construct-portfolios-that-protect-you/

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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

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