
 The Intellectual Investor – Value Investing by Vitaliy Katsenelson
 The Intellectual Investor – Value Investing by Vitaliy Katsenelson Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) – Ep 264
 Sep 25, 2025 
 Chapters 
 Transcript 
 Episode notes 

 The Intellectual Investor – Value Investing by Vitaliy Katsenelson
 The Intellectual Investor – Value Investing by Vitaliy Katsenelson