The Intellectual Investor – Value Investing by Vitaliy Katsenelson

https://traffic.libsyn.com/secure/intellectualinvestor/A_Shift_in_Perception_Transforms_Reality_v1_21-01-07_MP3.mp3 2020 will go into our memory banks as a very painful year. Stoicism, particularly the stoic practice of negative visualization, helped Vitaliy put 2020 into a broader historical context, and compare what happened, which was bad, to what could have happened. In this podcast, Vitaliy walks you through how Stoicism helped him put a challenging year into perspective. You can read this article online here: https://contrarianedge.com/a-shift-in-perception-transforms-reality/   The post A Shift in Perception Transforms Reality – Ep 108 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/McKesson_-_Amazon_Will_Not_Throw_This_Drug_Railroad_Off_The_Tracks_v1_20-12-17_MP3.mp3 Amazon.com has announced an online pharmacy offering. How big of a punch could this be to drug distributors McKesson, Cardinal Health and AmerisourceBergen? In this podcast, Vitaliy takes you through why he believes these businesses will be resilient to any potential attacks from Amazon, with a particular focus on McKesson. You can read this article online here: https://contrarianedge.com/mckesson-amazon-will-not-throw-this-drug-railroad-off-the-tracks/ Disclosure: Read this before you buy your next stock   The post McKesson: Amazon Will Not Throw This Drug Railroad Off The Tracks – Ep 107 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Interview_with_Jim_Campbell_-_Part_2_v1_20-12-11_MP3.mp3 In Part 2 of his interview with Jim Campbell, Vitaliy and Jim take a deep dive into assessing company management, nuanced thinking, and writing. To explore this, they examine the career of Masayoshi Son, the CEO of Softbank, in which Vitaliy’s firm, IMA, used to own stock. Son’s tenure has lots of lessons for investors, including the power of admitting mistakes. The conversation concludes with Vitaliy and Jim discussing their shared passion for writing, and the role it plays for them as investors and students of life. You can listen to Part one here: https://investor.fm/interview-with-jim-campbell-ep-103 Disclosure: Read this before you buy your next stock   The post Interview with Jim Campbell – Part 2 – Ep 106 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Amazon_Pharmacy_vs_The_Market__Distributors_v3_20-12-07_MP3.mp3 In this interview with Andrew Kleuss on Investors Hub, Vitaliy makes the case that concerns over Amazon’s entry into the pharmaceuticals business are probably overblown. To parse this problem, Vitaliy differentiates between pharmacies and drug distributors, and analyzes the extent to which Amazon can compete with both. While Amazon might place some pressure on pharmacies over time, he explains how drug distributors’ unique supply chains should remain robust against a competitive threat from Amazon. The post Amazon Pharmacy vs The Market & Distributors – Ep 105 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/These_Simple_Tips_Can_Make_You_a_Better_Investor_v1_20-11-27_MP3.mp3 Sometimes, simple rules add up to great results. In this podcast, Vitaliy shares some simple, straightforward heuristics which, when applied consistently over time, should help you compound your money in successful investments. They have certainly helped Vitaliy! You can read this article online here: https://contrarianedge.com/these-simple-tips-can-make-you-a-better-investor/   The post These Simple Tips Can Make You a Better Investor – Ep 104 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Interview_with_Jim_Campbell_v2_20-11-22_MP3.mp3 In this interview with Jim Campbell, host of radio show Business Talk and author of the book Madoff Talks (see link below), Vitaliy gives a wide-ranging overview of Tesla and Elon Musk. From parallels between the transition to cars from horses, to the role that tax credits play in Tesla’s valuation, to Musk’s tweets, Vitaliy covers the gamut of all things Tesla. Madoff Talks book link. You can purchase Tesla, Elon Musk, and the EV Revolution as an ebook or paperback on Amazon, or receive it as a free email series in your inbox here. Disclosure: Read this before you buy your next stock The post Interview with Jim Campbell – Ep 103 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Reading_And_Listening_v2_20-11-16_MP3.mp3 In this podcast, Vitaliy celebrates his daughter Hannah’s love of reading and her budding talent as a writer. Then, drawing on formative childhood experiences with his father, he shares his thoughts on how to instill a love of classical music in children. You can read this article online here: https://myfavoriteclassical.com/reading-and-listening/   The post Reading and Listening – Ep 102 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/My_Self-Improvement_Journey_v1_20-11-06_MP3.mp3 When Vitaliy started writing his new book, it kicked off a slew of other positive changes in his life. In this podcast, Vitaliy covers how diet, exercise, and meditation have made him fitter, stronger, happier, and (hopefully!) a better person. “I Don’t Eat Desserts” article here: https://contrarianedge.com/i-dont-eat-desserts/ You can read this article online at: https://contrarianedge.com/my-self-improvement-journey/   The post My Self-Improvement Journey – Ep 101 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/US_and_China_-_In_the_Foothills_of_Cold_War_v2_20-10-31_MP3.mp3 Over the last six months, Vitaliy has skewed IMA’s portfolios more towards defense companies. Why? The world appears less safe today than at any time since the Berlin Wall came down. Fast-forward two decades from then to now, and we find a drastically different world. In this podcast, Vitaliy explains his thoughts on the US, China, and the role defense companies play in IMA client portfolios. You can read this article online here: https://contrarianedge.com/us-and-china-in-the-foothills-of-cold-war/ Disclosure: Read this before you buy your next stock The post US and China: In the Foothills of Cold War – Ep 100 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/How_Investors_Should_Deal_With_The_Overwhelming_Problem_Of_Understanding_The_World_Economy_v2_20-10-26_MP3.mp3 If you believe the global economy is doing great and stocks are cheap, this podcast is not for you. But if you believe that stocks are expensive, and that a global economic time bomb is ticking because of unprecedented intervention by governments and central banks, then listen away. Although this podcast was “written” in 2016, its major points, especially about geopolitical risk, inflation and deflation, and valuation, are even more relevant today. You can read this article online at: https://contrarianedge.com/how-investors-should-deal-with-the-overwhelming-problem-of-understanding-the-world-economy/   The post How Investors Should Deal With The Overwhelming Problem Of Understanding The World Economy – Ep 99 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.