Episode 218

MI137: Discovering Value Investments w/ Vitaliy Katsenelson

Clay Finck chats with Vitaliy Katsenelson about how Covid-19 changed the game of value investing, what Vitaliy looks for in the companies he invests in, how Vitaliy thinks about the discount rate in his valuation process, why buying great companies might not be the best investment strategy, whether a portfolio of only stocks can give investors a well-balanced portfolio, and much much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

January 27, 202243m 29s

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Show Notes

IN THIS EPISODE, YOU’LL LEARN:

03:03 - How Covid-19 has changed the game of value investing.
17:24 - How Vitaliy ensures that managements incentives are aligned with that of the shareholders.
20:02 - Why buying great companies might not be a good investing strategy.
31:13 - Whether Vitaliy believes that 100% stocks can give investors a well-balanced portfolio.
35:54 - What Vitaliy thinks about China’s rise as a global powerhouse and how it might affect the financial markets.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Vitaliy Katsenelson’s website Contrarian Edge.
Vitaliy’s book, The Little Book of Sideways Markets.
Listen to Vitaliy’s article’s, here.
Related episode: MI125: Investing Like Warren Buffett w/ Jake Taylor.
Get a FREE audiobook from Audible.
Check out our Investing Starter Packs about business and finance.

SPONSORS

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Read this episode’s transcript and full show notes on our website.

Connect with Vitaliy: Website | LinkedIn | Twitter

Connect with Clay: Twitter

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