The Intellectual Investor – Value Investing by Vitaliy Katsenelson

How do I get any research done since I travel a lot? – Ep 200

Aug 3, 2023
Frequent travel poses unique challenges for research, but also opens creative avenues for investment insights. The discussion showcases the contrast between chaotic creativity and structured work. Personal experiences during travels enrich not just the mind, but also investment perspectives. Reflecting on memorable journeys, the host draws connections between personal growth and professional opportunities amidst global events, particularly focusing on the social dynamics in Europe.
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INSIGHT

Investing Requires Creativity

  • Investing is a creative activity that can't be done effectively with an assembly line mindset.
  • Creative thinking often happens outside of formal work hours and settings.
INSIGHT

Creativity Needs Asymmetry

  • Being exposed to asymmetrical environments like nature and art boosts creativity.
  • Staying indoors amidst symmetrical shapes limits original thinking and new ideas.
ADVICE

Leverage Tech and Analysts

  • Use modern technology to perform foundational investing research anywhere, not just in the office.
  • Delegate routine tasks to analysts to free time for higher-level thinking.
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