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

Announcing the All-Terrain Dividend Portfolio

The Intellectual Investor – Value Investing by... ·

2020/04/02

This is an announcement Vitaliy shared with his newsletter readers and he thought you, his podcast listeners, might want to hear it as well. It will be removed from this podcast stream when it’s no longer relevant. Vitaliy was finally able to do... The post Announcing the All-Terrain Dividend Portfolio appeared first on The Intellectual Investor.

The Jet Lag Series: Art or Craft – Ep 60

The Intellectual Investor – Value Investing by... ·

2020/03/31

While in Venice, Vitaliy, his brother, and son visited a glass factory and watched a glassblowing demonstration. The glass artist took a ball of molten glass, stuck large forceps into it, and magic happened – he pulled a horse’s head, body, legs... The post The Jet Lag Series: Art or Craft – Ep 60 appeared first on The Intellectual Investor.

Never Let a Good Crisis Go to Waste – Ep 59

The Intellectual Investor – Value Investing by... ·

2020/03/25

Vitaliy recently spoke with Andrew Horowitz at “The Disciplined Investor” podcast. Andrew graciously allowed to share Vitaliy's part of the interview with the Intellectual Investor audience. The discussion centers around this recession and why... The post Never Let a Good Crisis Go to Waste – Ep 59 appeared first on The Intellectual Investor.

Markets in Turmoil: Our Game Plan – Ep 58

The Intellectual Investor – Value Investing by... ·

2020/03/24

In this podcast, Vitaliy shares a recent (brief) letter he wrote to clients about how he and his firm are responding to Coronavirus and the recent selloff in the stock market. After touching on the day to day at IMA, Vitaliy elaborates on how he is... The post Markets in Turmoil: Our Game Plan – Ep 58 appeared first on The Intellectual Investor.

Set Your Egg Timer to 6 Months – Ep 57

The Intellectual Investor – Value Investing by... ·

2020/03/19

Vitaliy wrote the following in early February after his trip to Europe (as part of the Jet Lag Series), which started in Switzerland and concluded in Italy (Venice to be exact). Yes, the part of Italy that today is devastated by coronavirus. He missed... The post Set Your Egg Timer to 6 Months – Ep 57 appeared first on The Intellectual Investor.

Russia & Saudi Play a Dangerous Game of Chicken –...

The Intellectual Investor – Value Investing by... ·

2020/03/17

As Vitaliy was writing a recent article, he got an email from a client saying, “Your move, boss.” This prompted him to expand on what exactly his "move" would be, given the recent stock market turmoil. In short, it is just another day at IMA.... The post Russia & Saudi Play a Dangerous Game of Chicken – What Would Ben Graham Do in Today’s Market? – Ep 56 appeared first on The Intellectual Investor.

Jet Lag Series: Inhaling Europe – Ep 55

The Intellectual Investor – Value Investing by... ·

2020/03/10

Vitaliy is back from his trip to Switzerland and Italy. This trip was extra special for him, because he and his brother Alex were joined by his son Jonah. Every day on the trip Vitaliy wrote in his journal, but was always constrained on time. After... The post Jet Lag Series: Inhaling Europe – Ep 55 appeared first on The Intellectual Investor.

The Impact of Coronavirus: People, Economy & Your...

The Intellectual Investor – Value Investing by... ·

2020/03/03

Vitaliy wrote the following letter to IMA clients about coronavirus. Since news broke a few weeks ago, he's received many emails from readers asking for his thoughts on the virus. Rather than write another article on it, Vitaliy has decided to share... The post The Impact of Coronavirus: People, Economy & Your Portfolio – Ep 54 appeared first on The Intellectual Investor.

Me, My Boy and Warren Buffett – Ep 53

The Intellectual Investor – Value Investing by... ·

2020/02/25

Vitaliy has a confession to make. Someday, he wants his company to be called Katsenelson & Kids. That doesn't have to be the official name, but he does want to work with his kids, whom he wants to become value investors. He knows he is supposed to... The post Me, My Boy and Warren Buffett – Ep 53 appeared first on The Intellectual Investor.

Little Moments, or How to Give a Great Speech – Ep 52

The Intellectual Investor – Value Investing by... ·

2020/02/18

Vitaliy was supposed to give a presentation at a conference in Omaha, a day before the Berkshire Hathaway annual meeting. He was more nervous than usual. There were maybe two hundred attendees in the venue. A few minutes into his presentation, the... The post Little Moments, or How to Give a Great Speech – Ep 52 appeared first on The Intellectual Investor.

Equinor: A Good Crisis is Never Wasted – Ep 51

The Intellectual Investor – Value Investing by... ·

2020/02/11

When should you not buy commodity stocks? When you feel like you must own them. Vitaliy remembers when investors felt they must own oil stocks, when oil prices shot past $100 per barrel and everyone was convinced they were going to $200. Today oil... The post Equinor: A Good Crisis is Never Wasted – Ep 51 appeared first on The Intellectual Investor.

Bollore: Streaming Music and Cash Flows – Ep 50

The Intellectual Investor – Value Investing by... ·

2020/02/04

We think of Vincent Bollore as the John Malone of Europe – his strength is in identifying undervalued assets, taking control of them, and unlocking value. Bollore owns 25% of Vivendi, the prime asset of which is Universal Music Group (UMG), the... The post Bollore: Streaming Music and Cash Flows – Ep 50 appeared first on The Intellectual Investor.

The 8% – Ep 49

The Intellectual Investor – Value Investing by... ·

2020/01/28

In a change of pace, this podcast will not discuss this stock market or the economy. Instead, Vitaliy writes about some very random, but still relevant topics - from his upcoming trip to Europe, to his new philosophy about helping his kids grow to be... The post The 8% – Ep 49 appeared first on The Intellectual Investor.

2020: Party Like It’s 1999? – Ep 48

The Intellectual Investor – Value Investing by... ·

2020/01/21

Party like it’s 1999: this is how the stock market feels to Vitaliy today. No, there are no dot-coms, though temporarily we had dot-cannabis and dot-fake-beef bubbles which got popped. Growth stocks are incredibly expensive. Value stocks have... The post 2020: Party Like It’s 1999? – Ep 48 appeared first on The Intellectual Investor.

The Market Right Now Doesn’t Care How Fantastic Your...

The Intellectual Investor – Value Investing by... ·

2020/01/14

The Roman philosopher Seneca wasn’t talking about the stock market when he wrote that “Time discovers truth,” but he could have been. In the long run a stock price will reflect a company’s (true) intrinsic value. In the short run the pricing... The post The Market Right Now Doesn’t Care How Fantastic Your Stocks Are – Ep 47 appeared first on The Intellectual Investor.

I Don’t Eat Desserts – Ep 46

The Intellectual Investor – Value Investing by... ·

2020/01/07

When Vitaliy got into his mid-forties, he landed in his own version of a mid-life crisis. Instead of getting a 20-year-old girlfriend or a red convertible, he started paying attention to his health. He was surprised to discover it was somewhat... The post I Don’t Eat Desserts – Ep 46 appeared first on The Intellectual Investor.

Socially Irresponsible Investing – Ep 45

The Intellectual Investor – Value Investing by... ·

2019/12/31

Socially responsible investing. Awesome! What’s not to love – your capital doesn’t just enrich your life, it also flows only to companies that do social good. The best features of capitalism and socialism wrapped into one nice tidy package. This... The post Socially Irresponsible Investing – Ep 45 appeared first on The Intellectual Investor.

I Left My Heart… – Ep 44

The Intellectual Investor – Value Investing by... ·

2019/12/24

While Vitaliy loves to travel, he hates traveling alone. During a recent trip to San Francisco, Vitaliy and his daughter Hannah took in the sites and sounds of that great city. Hannah and Vitaliy got some amazing memories from this short trip, and... The post I Left My Heart… – Ep 44 appeared first on The Intellectual Investor.

Bitcoin – Millennials Fake Gold – Ep 43

The Intellectual Investor – Value Investing by... ·

2019/12/17

Vitaliy has been asked a lot about Bitcoin lately. But he hasn't said much about it publicly, because he finds himself in an uncomfortable position: agreeing with most mainstream financial media. For Vitaliy, the truth is simple and clear: Bitcoin is... The post Bitcoin – Millennials Fake Gold – Ep 43 appeared first on The Intellectual Investor.

Interview with Tony Greer, Part 2: The Tesla Puzzle,...

The Intellectual Investor – Value Investing by... ·

2019/12/10

Part 2. Vitaliy and of continue their conversation for . In this episode, Vitaliy discusses the investment puzzle presented by Tesla, whether or not he owns the stock, the automotive industry, America's bright future, and more. You can also listen... The post Interview with Tony Greer, Part 2: The Tesla Puzzle, Crypto, the Dollar, and America’s Bright Future – Ep 42 appeared first on The Intellectual Investor.

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The Intellectual Investor – Value Investing by Vitaliy Katsenelson

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