PODCAST

The Intellectual Investor – Value Investing by Vitaliy Katsenelson

Vitaliy Katsenelson

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

business investing

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Here’s Why Pharmacy Stocks Are a Bargain Right Now –...

The Intellectual Investor – Value Investing by... ·

2019/07/16

Judging by how pharmacy and drug-distribution stocks have performed the last several years, you'd think they were on the edge of going out of business. But nothing is further from the truth. Hear Vitaliy explain what makes these stocks a great buy in... The post Here’s Why Pharmacy Stocks Are a Bargain Right Now – Ep 21 appeared first on The Intellectual Investor.

Should You Invest in Marijuana Stocks? Ep – 20

The Intellectual Investor – Value Investing by... ·

2019/07/09

As marijuana is becoming legalized in more and more states, many investors have considered investing in what is projected to be a booming industry. But should you invest in marijuana stocks? Here's Vitaliy's take. You can read this article online... The post Should You Invest in Marijuana Stocks? Ep – 20 appeared first on The Intellectual Investor.

For Investors, Discovering Truth Takes Time – Ep 19

The Intellectual Investor – Value Investing by... ·

2019/07/02

"Time discovers truth," said Seneca – and he may have been speaking about the market (if by "truth" he meant "accurate valuation"). Listen to Vitaliy explain why. You can read this article online at: Disclosure: The post For Investors, Discovering Truth Takes Time – Ep 19 appeared first on The Intellectual Investor.

Investment Lessons Learned from the Poker Table – Ep 18

The Intellectual Investor – Value Investing by... ·

2019/06/25

Having the second best hand in poker is dangerous: You're likely to go all in, and you may win, but you also risk losing it all. There's a lot of this going on in the investing world. Listen to Vitaliy explain the problem – and the solution. You can... The post Investment Lessons Learned from the Poker Table – Ep 18 appeared first on The Intellectual Investor.

The VC Bubble Is Putting Established Companies at...

The Intellectual Investor – Value Investing by... ·

2019/06/18

Continuously low interest rates can create bubbles – and there's evidence that we're living through a venture capital bubble today. The problem is that when this bubble bursts, it won't just affect companies that are relying on VC funding to stay... The post The VC Bubble Is Putting Established Companies at Risk – Ep 17 appeared first on The Intellectual Investor.

Being A Father – Ep 16

The Intellectual Investor – Value Investing by... ·

2019/06/11

What's better: leaving your children with $100M after you pass away, or leaving them with fond memories of your time together? Sparked by an unexpected comment from a millionaire's son, Vitaliy ponders this question. You can read this article online... The post Being A Father – Ep 16 appeared first on The Intellectual Investor.

Is Value Investing Dead? – Ep 15

The Intellectual Investor – Value Investing by... ·

2019/06/04

Value investors have underperformed over the past decade and many are starting to succumb to the allure of growth stocks. But is that because value investing is dead? Or is there another, more worrying reason? You can read this article online at: The post Is Value Investing Dead? – Ep 15 appeared first on The Intellectual Investor.

Letter to a Young Investor – Ep 14

The Intellectual Investor – Value Investing by... ·

2019/05/28

What advice would Vitaliy give to a young, aspiring value investor today? The same advice he'd give his younger self as he was just graduating college. Hear Vitaliy say what he wishes he'd heard when he first began his career as an investor. You can... The post Letter to a Young Investor – Ep 14 appeared first on The Intellectual Investor.

The True Value of Macro Forecasting – Ep 13

The Intellectual Investor – Value Investing by... ·

2019/05/21

Market forecasting is like weather forecasting: It has a short shelf life and is therefore of little use. But there is a place for macro forecasting in investing. Listen to Vitaliy explain what that place is. You can read this article online at: The post The True Value of Macro Forecasting – Ep 13 appeared first on The Intellectual Investor.

Money Managers Are Not Factory Workers – Ep 12

The Intellectual Investor – Value Investing by... ·

2019/05/14

It's the 21st century, but money managers still follow an office culture straight out of Henry Ford's early-1900s assembly line days. Is this hurting how money managers choose stocks? And how could they do better? Listen to Vitaliy discuss these... The post Money Managers Are Not Factory Workers – Ep 12 appeared first on The Intellectual Investor.

Who Am I (and my composers)? – Ep 11

The Intellectual Investor – Value Investing by... ·

2019/05/07

Vitaliy has long considered himself more American than Russian, so why does he feel that it's the Russian composers (like Rachmaninoff and Tchaikovsky) that speak to his soul? Vitaliy explores this question - and Rachmaninoff's Piano Concerto Number 4... The post Who Am I (and my composers)? – Ep 11 appeared first on The Intellectual Investor.

Why I No Longer Mind Losing an Argument – Ep 10

The Intellectual Investor – Value Investing by... ·

2019/04/30

Dale Carnegie's "How to Win Friends and Influence People" was one of the first American capitalist books to be translated in post-Soviet Russia. But it took Vitaliy many years to fully absorb the lessons Carnegie teaches in it. Listen to Vitaliy's key... The post Why I No Longer Mind Losing an Argument – Ep 10 appeared first on The Intellectual Investor.

50 Shades of Warren Buffett or Next Year In Omaha – Ep 9

The Intellectual Investor – Value Investing by... ·

2019/04/23

Is the Berkshire Hathaway Annual Meeting really about Warren Buffett? With another annual meeting coming up, Vitaliy reflects on over a decade of making his pilgrimages to Omaha. You can read this article online at: The post 50 Shades of Warren Buffett or Next Year In Omaha – Ep 9 appeared first on The Intellectual Investor.

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The Intellectual Investor – Value Investing by Vitaliy Katsenelson

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