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Inside Baseball: How We Build Portfolios (Part 2) – Ep 260

Inside Baseball: How We Build Portfolios (Part 2) – Ep 260

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

August 29, 2025

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Show Notes

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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.

The post Inside Baseball: How We Build Portfolios (Part 2) – Ep 260 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.