How would a value investor like Warren Buffett look at today's crazy markets? What stocks would he buy? And what would he say about today's much-loved or much-hated companies? Featured in Financial Times, Fortune, Barron's, Business Insider, MarketWatch, and many others, Vitaliy Katsenelson's often contrarian articles on value investing, classical music, and life in general have already generated something of a cult following. You can now listen to his articles (old and new) read aloud by a professional narrator. Enjoy!
value investing, gambling, wisdom, perfect, listen, great, vitaliy.
Listeners of The Intellectual Investor that love the show mention:The Intellectual Investor podcast is an incredible resource for anyone looking to gain a better understanding of value investing and other inspiring subjects. I stumbled upon this podcast by chance, and I feel incredibly fortunate to have found it. Hosted by Vitaliy Katsenelson, this podcast offers a solid foundation in value investing, making it accessible for investors of all experience levels.
One of the best aspects of The Intellectual Investor podcast is the wealth of knowledge that Vitaliy shares throughout each episode. He approaches investing with intelligence and grounded values, offering a perfect balance between personal experiences and rational thought. His interviews with guests are particularly engaging and insightful, providing listeners with different perspectives on various investment strategies.
Another great aspect of this podcast is its ability to provide a fresh perspective even to those who are already familiar with Vitaliy's work. Listeners can expect to learn new information and gain deeper insights into his notes and books, even if they have previously read them. Each episode is packed with valuable content that leaves you wanting more.
One potential weakness of The Intellectual Investor podcast could be the specific focus on value investing. While this is undoubtedly valuable for those interested in this particular investment strategy, it may not cater as much to individuals who are looking for broader investment advice or strategies outside of value investing. However, given the expertise and depth provided by Vitaliy in this area, it is still worth exploring for anyone wanting to dive deep into value investing.
In conclusion, The Intellectual Investor podcast is an absolute gem for individuals interested in gaining knowledge about value investing. It offers a solid foundation in this investment strategy while also delving into other inspiring subjects. Vitaliy's intelligence and grounded values shine through each episode, making it an incredibly valuable resource for investors at all levels of experience. Whether you're just starting out or are a seasoned investor, this podcast will leave you feeling inspired and armed with practical insights for your own investment journey.
If you were obliged to invest all your investable assets with one person and you couldn't choose Warren or Charlie, whom would you pick?
A basic property of religion is that the believer takes a leap of faith: to believe without expecting proof. Read the article here:
I'm going to share stories about my best and worst investment decisions. But don't worry, this isn't just a brag-and-cringe session about making or losing money. Read the article here:
At the end of July, Donald Trump went full Bitcoin. He wants the US to become a “Bitcoin superpower”; he promised to build a Bitcoin strategic reserve.
How does our investment approach stack up against Warren Buffett's? Answering this question gives me a chance to dissect Buffett's famous investment principles and compare them to our own strategy.
How do I describe myself as an investor? This question provides an opportunity to delve into what I mean by being an “eclectic value investor with a slight touch of dogmatism.” It's a comprehensive look at our investment philosophy and approach.... The post The Eclectic Value Investor – Ep 229 appeared first on The Intellectual Investor.
The discussion of AI quickly falls into a domain bordering on Sci-Fi. My thoughts here are only marginally shaped by scientific facts. If you look at technological progress over the centuries through the lens of productivity, the improvement was tiny,... The post The AI Revolution – Ep 228 appeared first on The Intellectual Investor.
There's a quote often attributed to Albert Einstein: "Insanity is doing the same thing over and over again and expecting different results." As an investor, especially if you manage someone else's capital, you have to be slightly insane. During... The post Lessons from History’s Technology Booms – Ep 225 appeared first on The Intellectual Investor.
Despite the S&P 500 showing gains in the mid-teens, the average stock on the market is either up slightly or flat for the year. Most of the gains in the index came from the Magnificent 7 stocks, which constitute 35% of the index! The... The post The Magnificent 7 and the Dangers of Market Hype – Ep 224 appeared first on The Intellectual Investor.
My daughter Hannah was just accepted to University of Denver. She might take out student loans. Why wouldn't she?
This week, I am going to share with you two essays that I wrote a few years ago. I want you to see this country through the eyes of an immigrant. If you were born here, you have only seen prosperity, making it more likely for you to take what you have... The post 30 Years in America – Edition 2024 – Ep 222 appeared first on The Intellectual Investor.
When in the past I described my trip to the Berkshire Hathaway annual meeting to others, I often found that I contradicted myself. I said I was going to see Warren Buffett and Charlie Munger speak, and then I said that their presentation was the least... The post Rediscovering the Essence of the Berkshire Hathaway Annual Meeting – Ep 221 appeared first on The Intellectual Investor.
Read the full article here: https://investor.fm/dad-you-are-not-growing-embracing-vulnerability/
I took a stand when I spoke about Israel, here is why I did it. Here are all my articles about Israel:
Read my full article about AI here:
If you want to learn more about Soul in the Game, you can a copy of my book here:
Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio. Read my full article about AI here:
AI is changing the way we live our life, and investing is no different. Here is how AI will change investing in my eyes. Read my full article about AI here:
One of my principles in life is to have a net positive impact on the people I touch. If every single stock I discussed only went straight up, I wouldn't have to worry about it. But this is not how life works.
A reader of mine recently asked me how I would construct the optimal portfolio. Here is how I would do it.
You don't have to worry about the market and its crazy valuations. That's your neighbor's problem, not yours. In building your portfolio, we are aiming for resilience.
Here are 4 Mental Models That Will Change Your Life: