The Intellectual Investor – Value Investing by Vitaliy Katsenelson

https://traffic.libsyn.com/secure/intellectualinvestor/279_QA_Money_Should_Buy_Time_Not_Things.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing – https://amzn.to/3u8zn3A WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. The post Q&A Money Should Buy Time, Not Things – Ep 279 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/278_Our_Sistine_Chapel3A_Long-Term_Investing_in_Quality_and_Kindness.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing – https://amzn.to/3u8zn3A WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. The post Our Sistine Chapel: Long-Term Investing in Quality and Kindness – Ep 278 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/277_On_Books__Music_and_Investing.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ Charities: https://investor.fm/donate/ Six Commandments of Value Investing: https://investor.fm/the-6-commandments-of-value-investing/ Soul in the Game chapters: https://soulinthegame.net/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing – https://amzn.to/3u8zn3A WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. The post On Books, Music, and Investing – Ep 277 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Explore intentional living and investing as Vitaliy shares insights on microdosing investments to mitigate risks. He discusses the importance of position sizing amid geopolitical uncertainty and how intentionality shapes our decisions. The conversation dives into modern definitions of value investing and the balance between macro trends and stock selection. Vitaliy critiques ESG labels, highlights AI's role in research, and warns against potential overinvestment in tech. Gain practical tips for navigating today's complex investing landscape!

https://traffic.libsyn.com/secure/intellectualinvestor/275_QA_Series_-_A_Managing_Market_Pressures_and_Evaluating_Serial_Acquirers.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing – https://amzn.to/3u8zn3A WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. The post Q&A Series: Managing Market Pressures and Evaluating Serial Acquirers – Ep 275 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/274_Learning_to_See.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ Operation Molly article: https://investor.fm/operation-molly/ Jonah’s X post: https://x.com/KatsenelsonJ/status/1999214976917979252 Rembrandt’s painting: https://investor.fm/learning-to-see/#rembrandt Hannah’s painting: https://investor.fm/learning-to-see/#hannah-katsenelson Charities: https://investor.fm/donate/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing – https://amzn.to/3u8zn3A WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. The post Learning to See – Ep 274 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/273_Operation_Molly.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing – https://amzn.to/3u8zn3A WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. The post Operation Molly – Ep 273 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/272_Surrounding_Yourself_with_Greatness_-_Part_2.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ You can read the full essay: https://investor.fm/quality-matters-from-paris-to-portfolios/ The Ability to Suffer – Part 2 article link: https://investor.fm/the-ability-to-suffer-part-2/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing – https://amzn.to/3u8zn3A WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. The post Surrounding Yourself with Greatness – Part 2 – Ep 272 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/271_From_Paris_with_Love2C_from_London_with_Concern_-_Part_1.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ You can read the full essay: https://investor.fm/quality-matters-from-paris-to-portfolios/ My Lady at the Musée painting image link: https://investor.fm/quality-matters-from-paris-to-portfolios/ Position sizing article: https://investor.fm/position-sizing-how-to-construct-portfolios-that-protect-you/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing – https://amzn.to/3u8zn3A WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. The post From Paris with Love, from London with Concern – Part 1 – Ep 271 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Discover the art of research as building your own investment world, where trust and criteria align. Learn about a unique rule for determining investment viability in countries, based on your ability to critique leadership. Vitaliy discusses why some investors shy away from tech stocks, emphasizing the need to stay within competence while embracing innovation. This intriguing session takes place during a lively weekend in Omaha, making for a thought-provoking exploration of current investment strategies.