PODCAST

The Intellectual Investor – Value Investing by Vitaliy Katsenelson

Vitaliy Katsenelson

Value Investing, Life & Philosophy and Classical Music Explained by Vitaliy Katsenelson

business investing

All Episodes

Advice Every Young Person Needs To Hear –...

The Intellectual Investor – Value Investing by... ·

2023/09/05

Very often, people come to me asking for advice. Here is the advice I have to offer young people today. The post Advice Every Young Person Needs To Hear – Conversations with Vitaliy – Ep 3 appeared first on The Intellectual Investor.

My Writing Journey – Conversations with Vitaliy – Ep 2

The Intellectual Investor – Value Investing by... ·

2023/08/29

Many people out there are afraid to start writing. Take a page from my book and stop fearing; get to work. The post My Writing Journey – Conversations with Vitaliy – Ep 2 appeared first on The Intellectual Investor.

The Power of Telling Stories – Conversations with...

The Intellectual Investor – Value Investing by... ·

2023/08/22

Apple is the best storytelling company on the planet. This was the thought that ran through my mind as I watched Apple present its new products at the WWDC conference. The post The Power of Telling Stories – Conversations with Vitaliy – Ep 1 appeared first on The Intellectual Investor.

Life is a Walk – Santa Fe – Ep 201

The Intellectual Investor – Value Investing by... ·

2023/08/10

My father and I started taking my son Jonah to Santa Fe in 2003, and this was when I first wrote about it. I have been writing, rewriting, and adding to this essay for the past ten years. I repolished it and included it in Soul in the Game. This... The post Life is a Walk – Santa Fe – Ep 201 appeared first on The Intellectual Investor.

How do I get any research done since I travel a lot?...

The Intellectual Investor – Value Investing by... ·

2023/08/03

In today’s letter, I want to address a question that I get asked at times: How do I get any research done since I travel a lot? And then I’ll explain the reasons for two next trips. 📩 Sign up for my free weekly email newsletter 🎙... The post How do I get any research done since I travel a lot? – Ep 200 appeared first on The Intellectual Investor.

The Growing Pains of Maturity – Ep 199

The Intellectual Investor – Value Investing by... ·

2023/07/20

Many times, we bought because they were in their “junior year”; this is what made them undervalued. Our research led us to the conclusion that their difficulties were transitory and that as they matured the market would revalue them. 📩 Sign... The post The Growing Pains of Maturity – Ep 199 appeared first on The Intellectual Investor.

What is the Value of Apple? How do we evaluate risk?...

The Intellectual Investor – Value Investing by... ·

2023/07/13

Over the next two weeks, I will share with you a few excerpts from my 25-page summer letter to IMA clients. Next week, I will be comparing my children to stocks and divulging my latest thoughts on Uber and Qualcomm. My purpose in sharing... The post What is the Value of Apple? How do we evaluate risk? – Ep 198 appeared first on The Intellectual Investor.

Russia – History Repeats Itself – Ep 197

The Intellectual Investor – Value Investing by... ·

2023/07/06

Over the last two decades, I have given talks on investing, mainly focused on my books, to CFA Societies around the world, from South Africa to New Zealand to Sofia, Bulgaria, and India in January of this year (you can watch that talk ). As a... The post Russia – History Repeats Itself – Ep 197 appeared first on The Intellectual Investor.

Vision Pro is the Vision of the Future – Ep 196

The Intellectual Investor – Value Investing by... ·

2023/06/29

While I was watching Apple’s presentation, Meta’s Quest Pro (which I own for research purposes) suddenly started to remind me of Microsoft PCs – made by engineers for engineers, where the Vision Pro is created by humans for humans. 📩... The post Vision Pro is the Vision of the Future – Ep 196 appeared first on The Intellectual Investor.

How Not To Lose a Job That’s Yours – Ep 195

The Intellectual Investor – Value Investing by... ·

2023/06/22

Imagine withdrawing a job offer two days after it was made. This is exactly what we did. IMA is for an Operations Associate position, and after a lengthy hiring process, we offered the position to Sam (not his real name). However, two days later, we... The post How Not To Lose a Job That’s Yours – Ep 195 appeared first on The Intellectual Investor.

A Story about a Story – Ep 194

The Intellectual Investor – Value Investing by... ·

2023/06/15

Apple is the best storytelling company on the planet. This was the thought that ran through my mind as I watched Apple present its new products at the WWDC conference. When it introduces a product, Apple doesn't just spend the time telling you... The post A Story about a Story – Ep 194 appeared first on The Intellectual Investor.

Attend a Party in Your Own Head – Ep 193

The Intellectual Investor – Value Investing by... ·

2023/06/08

Good thoughts bring you happiness; bad thoughts poison you with anxiety and pain. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY BOOKS Soul in the Game - The Little... The post Attend a Party in Your Own Head – Ep 193 appeared first on The Intellectual Investor.

You are – What you think about (Recession, Economy,...

The Intellectual Investor – Value Investing by... ·

2023/06/01

I’ve been asked by many readers and some clients for my thoughts on the economy and recession. As I am typing this, I’m thinking about how much ink I should be spilling on writing about the recession and how much time we, as investors,... The post You are – What you think about (Recession, Economy, Stock Market) – Ep 192 appeared first on The Intellectual Investor.

Embrace Good Problems: Advice to Young People Today –...

The Intellectual Investor – Value Investing by... ·

2023/05/25

I don't know when I graduated to giving job-seeking advice. However, I know that my scribbles are read by a lot of students and their parents, so I thought I would share this with you. 📩 Sign up for my free weekly email newsletter 🎙... The post Embrace Good Problems: Advice to Young People Today – Ep 191 appeared first on The Intellectual Investor.

What I Learned From the Oracle of Omaha & Charlie...

The Intellectual Investor – Value Investing by... ·

2023/05/18

I've attended the Berkshire Hathaway Annual Shareholders meeting for over a decade. Here is what I learned in 2023. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY... The post What I Learned From the Oracle of Omaha & Charlie Munger – Ep 190 appeared first on The Intellectual Investor.

Should I be worried about the safety of my Schwab...

The Intellectual Investor – Value Investing by... ·

2023/05/11

Many investors, including our clients, have been worried about their Schawb account safety. Are they right to be worried? 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET... The post Should I be worried about the safety of my Schwab account? – Ep 189 appeared first on The Intellectual Investor.

Chess Saga Continues – Ep 188

The Intellectual Investor – Value Investing by... ·

2023/05/04

I have vague first memories of playing chess with my grandfather when my family visited my father’s parents in Moscow. I was five years old. As I look back, chess gently came in and out of my life in the years since. Though I always admired chess... The post Chess Saga Continues – Ep 188 appeared first on The Intellectual Investor.

Me, My Boy, and Warren Buffett with 2023 Postscript –...

The Intellectual Investor – Value Investing by... ·

2023/04/25

The fourteen-year-old Jonah could not sit through the annual meeting; he was preoccupied with anything and everything but Buffett’s and Munger’s wisdom. After coming with me to Omaha eight years ago, Jonah never asked to go back, until last year.... The post Me, My Boy, and Warren Buffett with 2023 Postscript – Ep 187 appeared first on The Intellectual Investor.

Libertarian’s (Unexpected) View on the Bailout of the...

The Intellectual Investor – Value Investing by... ·

2023/04/13

Bailouts of the banking system create social tension. Eventually, bailouts introduce so much risk into the system that failures and bailouts become too costly for the society to bear, government creates draconian rules trying to prevent them in... The post Libertarian’s (Unexpected) View on the Bailout of the Banking System – Ep 186 appeared first on The Intellectual Investor.

Silicon Valley Bank’s Downfall: A Cautionary Tale of...

The Intellectual Investor – Value Investing by... ·

2023/04/06

Silicon Valley Bank (SVB) may be an extreme example, but it gave us a preview at a 100x magnification of what many banks are facing today. SVB is also a sad demonstration of how volatile deposits are. SVB was awash with deposits from its customers,... The post Silicon Valley Bank’s Downfall: A Cautionary Tale of What’s to Come – Ep 185 appeared first on The Intellectual Investor.

332 results

The Intellectual Investor – Value Investing by Vitaliy Katsenelson

All Episodes

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...