The Intellectual Investor – Value Investing by Vitaliy Katsenelson

https://traffic.libsyn.com/secure/intellectualinvestor/Resetting_Defaults_v2_20-10-19_MP3.mp3 Vitaliy recently read Make Time, written by Jake Knapp and John Zeratsky, two ex-Google engineers. The book made him look at technology companies and time from a slightly different perspective. In an age when attention is currency, time becomes extremely valuable. In this podcast, Vitaliy shares how he updated his time management practices after reading the book. Article about financial budgeting: https://contrarianedge.com/personal-finance-advice-that-changed-my-life/ You can read this article online here: https://contrarianedge.com/resetting-defaults/   The post Resetting Defaults – Ep 98 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Downhill_Racing_Meets_Value_Investing_v2_20-10-08_MP3.mp3 During the past several years, the Federal Reserve neatly groomed, manicured and then finely polished investment slopes for all asset classes by lowering interest rates to unprecedented levels. But ubiquitously rising valuations cover up a lot of mistakes and often a lack of skill. In this podcast, Vitaliy explores the ways that the market has been softened and groomed by the Fed — and what could happen when that reverses. You can read this article online here: https://contrarianedge.com/downhill-racing-meets-value-investing/   The post Downhill Racing Meets Value Investing – Ep 97 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Investing_for_Beginners_Interview_Part_2_v1_20-10-01_MP3.mp3 Part 2 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part two of a two part series, they take a deep dive into Uber as a value investment, the competitive threat from Tesla and self-driving cars, and the capital expenditure required to justify Tesla’s valuation. Enjoy! Vitaliy’s 13-page analysis of Uber (click here to read it) You can listen to part 1 here-> https://investor.fm/investing-for-beginners-interview-part-1-ep-95   The post Investing for Beginners Interview – Part 2 – Ep 96 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Investing_for_Beginners_Interview_Part_1_v1_20-10-01_MP3.mp3 Part 1 of 2. It was a pleasure for Vitaliy to talk to Andrew Sather and Dave Ahern on the Investing for Beginners podcast. In part one of a two part series, they discuss how Coronavirus has impacted IMA’s investing, the USD as reserve currency, IMA’s investment in defense stocks, and the role that macroeconomics plays in investing today. Enjoy!   The post Investing for Beginners Interview – Part 1 – Ep 95 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Letter_from_the_Value_Investing_Mental_Asylum_or_How_I_Embraced_Stoics_v2_20-09-28_MP3.mp3 Vitaliy would be lying if he told you that over the last few years investing was not frustrating. Over that time, he’s felt like he was driving the wrong way on a one-way growth highway. Albert Einstein defined insanity as “doing the same thing over and over again but expecting a different outcome.” Vitaliy can relate to this on some level. In this podcast, Vitaliy shares why he is not writing this from a mental asylum. He found solace in Stoicism. Video link-> https://www.youtube.com/watch?v=fm2cnP1ruag You can read this article online here-> https://contrarianedge.com/letter-from-the-value-investing-mental-asylum-or-how-i-embraced-stoics/ Disclosure: Read this before you buy your next stock     The post Letter from the Value Investing Mental Asylum or How I Embraced Stoics – Ep 94 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/The_Warren_Buffett_and_Charlie_Munger_Show_v2_20-09-21_MP3.mp3 The definition of a cult is “misplaced or excessive admiration for a particular person or thing”; and while you can argue that admiration for Buffett is at times a bit excessive, it is hardly misplaced. There are tens of thousands of people (including Vitaliy) who’ll openly admit that Buffett’s popularization of Benjamin Graham’s teachings has had a tremendously positive impact on their lives. In this podcast, Vitaliy takes you inside the Berkshire Hathaway Annual Meeting in Omaha. You can read this article online here-> https://contrarianedge.com/the-warren-buffett-charlie-munger-show/ The post The Warren Buffett & Charlie Munger Show – Ep 93 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Why_do_I_torture_my_kids__with_classical_music_v2_20-09-14_MP3.mp3 Lately, Vitaliy has been pondering whether and how to instill a love of classical music in his kids, a passion that was passed to Vitaliy from his own parents. Should he insist on piano lessons, or weekly listening sessions? Reflecting on his experience growing up, Vitaliy shares what is behind his love of classical, as well as a lesson on how to impart one’s values to one’s children. You can read this article online here-> https://contrarianedge.com/torture-kids-classical-music/ The post Why do I torture my kids … with classical music? – Ep 92 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Svenska_Handelsbanken_v2_20-08-26_MP3.mp3 In this podcast, Vitaliy discusses his investment in Swedish bank Svenska Handelsbanken, and what makes their culture so unique. He then gives a short explanation on when book value works as a measure of intrinsic value, and why it often doesn’t. Finally Vitaliy makes an announcement that should be of interest if you are a college student with a passion for value investing. You can read these articles online here: https://contrarianedge.com/svenska-handelsbanken-and-how-to-use-book-value/ and https://contrarianedge.com/free-value-investing-curriculum-for-college-students/ Disclosure: Read this before you buy your next stock   Sign up link-> https://imausa.com/signup-for-students/     The post Svenska Handelsbanken, The Value of Book Value, and a Free Value Investing Course for Students – Ep 91 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Jonahs_WFH_v2_20-08-28_MP3.mp3 In this podcast, Vitaliy describes the next adventure his son Jonah will have going to college from Hawaii, as well as the role that defense stocks play in IMA’s portfolios today. You can read these articles online here: https://contrarianedge.com/jonah-doing-jonahs-thing/ and https://contrarianedge.com/defense-stocks/. Disclosure: Read this before you buy your next stock   The post Jonah’s WFH Adventure (Work from Hawaii), and Defending Our Portfolio with Defense – Ep 90 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Accent_Podcast_Pt._2_v2_20-08-24_MP3.mp3 In Part 2 of Vitaliy’s interview with Aznaur Midov on the Accent Podcast, Aznaur and Vitaliy continue their discussion on investing and life. Vitaliy explains how time can slow down when investors face a loss and what to do about it, how investing is evolving, the difference between work and productivity, and a personal finance hack Vitaliy uses. Vitaliy ends with a story about his time in the Navy, and his favorite country to visit (hint: it’s not a country). Enjoy! You can listen to part one here. Disclosure: Read this before you buy your next stock   The post Accent Podcast Interview – Part Two – Ep 89 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.