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The Contrarian Edge With Vitaliy Katsenelson

Lead-Lag Live

00:00

Are We on the Path to Rome?

The way we analyze companies is that the most important thing we have to be able to understand the business, right? So when I look at the business and something clicks with me, you know, business business, like either they have a good management or high records of revenues. And then once something picks my interest, you kind of start studying this. We spend a lot of time on YouTube watching their interviews with their management or listen to podcasts,. If the management didn't, interviews on podcasts, this kind of thing. They help us to understand the company inside out.

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