The Intellectual Investor – Value Investing by Vitaliy Katsenelson A Brief Rant on Tesla & Musk – Ep 255
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Jul 17, 2025 A fresh perspective on value investing is a must in today's stock market. The discussion dives into economic cycles and the impact of tariffs, hinting at possible recessions. AI technology is reshaping how we access information, showing stark contrasts with older methods. The speaker shares personal reflections on retirement, balancing joy and meaningful work, while expressing gratitude for pursuing passions and enjoying family life.
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True Meaning of Value Investing
- Value investing requires buying undervalued companies with a margin of safety and a long-term horizon.
- Misdefining value to buy overpriced stocks tends to fail when the market corrects.
Don't Time The Market
- Avoid trying to time the market as it is impossible to do consistently.
- Focus on structured company analysis for a repeatable investment process.
Overcoming Investment Biases
- Increasing global stock search enlarges opportunity and speeds full investment.
- Commitment bias and ego can hinder effective selling in portfolio management.
