Vitali: If you listen to this podcast, I am more likely to be listening to another reader. You can find it on a investor.fm or just look for intellectual investor podcast. And then you can read my articles on contrarianedge.com,. There you can subscribe to get my articles by email because when you subscribe to get them by email, you also get my father's artwork. So I would argue subscribing to my articles probably better. But anyway, yeah. Got it? Thank you so much. Great questions.
Clay Finck chats with Vitaliy Katsenelson about what Vitaliy looks for in the companies he invests in, how he thinks about the discount rate in his valuation process, and more.
Vitaliy is the CEO of Investment Management Associates and is the author of the Little Book of Sideways Markets.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:03 - How Covid-19 has changed the game of value investing.
18:44 - How Vitaliy ensures that managements incentives are aligned with that of the shareholders.
21:22 - Why buying great companies might not be a good investing strategy.
30:53 - Whether Vitaliy believes that 100% stocks can give investors a well-balanced portfolio.
38:34 - 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
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