

MI Rewind: Discovering Value Investments w/ Vitaliy Katsenelson
Apr 14, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 3min
The Six Commandments of Value Investing
03:26 • 4min
How to Buy Great Businesses at Reasonable Prices
07:46 • 4min
How to Invest in a Growth Company
11:18 • 5min
How to Analyze a Company's Competitive Advantage
16:02 • 2min
How to Ensure That Management's Incentives Are Aligned With Shareholders
18:22 • 2min
The Importance of Discount Rate in Stock Valuation
19:57 • 3min
The Importance of Objectivity in Investing
22:45 • 3min
The Importance of Balanced Investments to Weather Inflation
25:21 • 5min
How to Invest in the Markets
29:58 • 4min
The Importance of Diversification in a Portfolio
33:34 • 4min
The Rise of China as a Global Powerhouse
37:15 • 6min
The Importance of Emotional Support From Family
42:54 • 2min
How to Be an Investor
45:13 • 2min