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 up for my free weekly email newsletter https://vitaliy.substack.com/

🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/

📚 GET MY BOOKS

Soul in the Game – https://tinyurl.com/yzh486ep

The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2

Active Value Investing – https://tinyurl.com/ywfczy8u

MY KEY LINKS

🌍 My website/blog – https://investor.fm/

🔗 Business Website – https://imausa.com/

🐦 Twitter – https://twitter.com/vitaliyk

📸 Instagram – https://www.instagram.com/vitaliyk/

WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book.

Please read the following important disclosure: https://investor.fm/disclosure/

The post The Growing Pains of Maturity – Ep 199 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

AfD-Strategie & Stadtbild-Streit: Wohin will Merz? Mit Robin Alexander

RONZHEIMER.

Rhetorik als Strategie: Bauchgefühl statt Kalkül

The AI-powered Podcast Player