The Intellectual Investor – Value Investing by Vitaliy Katsenelson

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_207_-_Israel_is_Not_Hamas_Final_Solution.mp3 I usually look forward to waking up every morning. My family is still asleep. I make a cup of coffee, put on my headphones, and write. But I wasn’t looking forward to mornings over the last week while I was working on this and tomorrow’s essays. It took me to a dark place where I did not want to go. 📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/ 🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/ 📚 GET MY BOOKS Soul in the Game – https://amzn.to/47uaIF8 The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ  Active Value Investing – https://amzn.to/3u8zn3A MY KEY LINKS 🌍 My website/blog – https://investor.fm/ 🔗 Business Website – https://imausa.com/ 🐦 Twitter – https://twitter.com/vitaliyk 📸 LinkedIn- https://www.linkedin.com/in/katsenelson/ 🎥 Youtube – https://www.youtube.com/@vitaliyk 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 Israel is Not Hamas’ Final Solution – Ep 207 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/How_to_Teach_Kids_to_Read.mp3 Without a doubt, this is one of the most difficult things to do in a world dominated by technology. I hope my advice helps in some way.  📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/ 🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/ 📚 GET MY BOOKS Soul in the Game – https://amzn.to/47uaIF8  The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ  Active Value Investing – https://amzn.to/3u8zn3A MY KEY LINKS 🌍 My website/blog – https://investor.fm/ 🔗 Business Website – https://imausa.com/ 🐦 Twitter – https://twitter.com/vitaliyk 📸 LinkedIn- https://www.linkedin.com/in/katsenelson/ 🎥 Youtube – https://www.youtube.com/@vitaliyk WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book. The post How To Teach Your Kids To Read – Conversations with Vitaliy – Ep 15 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Why_You_Should_Walk_Every_Single_Day.mp3 In this short video, I explain how walking can change your life. 📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/ 🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/ 📚 GET MY BOOKS Soul in the Game – https://amzn.to/47uaIF8  The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ  Active Value Investing – https://amzn.to/3u8zn3A MY KEY LINKS 🌍 My website/blog – https://investor.fm/ 🔗 Business Website – https://imausa.com/ 🐦 Twitter – https://twitter.com/vitaliyk 📸 LinkedIn- https://www.linkedin.com/in/katsenelson/ 🎥 Youtube – https://www.youtube.com/@vitaliyk WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book. The post Why You Should Walk Everyday – Conversations with Vitaliy – Ep 14 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/How_Stoicism_Can_Change_Your_Thinking.mp3 How stoic philosophy changed the way I think about life. 📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/ 🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/ 📚 GET MY BOOKS Soul in the Game – https://amzn.to/47uaIF8  The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ  Active Value Investing – https://amzn.to/3u8zn3A MY KEY LINKS 🌍 My website/blog – https://investor.fm/ 🔗 Business Website – https://imausa.com/ 🐦 Twitter – https://twitter.com/vitaliyk 📸 LinkedIn- https://www.linkedin.com/in/katsenelson/ 🎥 Youtube – https://www.youtube.com/@vitaliyk WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book. The post How Stoicism Can Change Your Thinking – Conversations with Vitaliy – Ep 13 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/206_What_happens_in_China_may_not_stay_in_China_v1_2023-11-09.mp3 To understand what will happen in China and its impact on the global economy, we simply need to invert what happened over the last two decades. 📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/ 🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/ 📚 GET MY BOOKS Soul in the Game – https://tinyurl.com/yzh486ep The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2 Active Value Investing – https://tinyurl.com/ywfczy8u MY KEY LINKS 🌍 My website/blog – https://investor.fm/ 🔗 Business Website – https://imausa.com/ 🐦 Twitter – https://twitter.com/vitaliyk 📸 LinkedIn- https://www.linkedin.com/in/katsenelson/ 🎥 Youtube – https://www.youtube.com/@vitaliyk 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 What happens in China may not stay in China – Ep 206 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/The_5_Investing_Books_Everyone_Should_Read.mp3 There are 5 investing books that I think everyone should read. The Essays of Warren Buffett – Lawrence Cunningham Fooled by Randomness – Nassim Nicholas Taleb Antifragile – Nassim Nicholas Taleb The Little Book of Behavioral Investing – James Montier The Little Book That Builds Wealth – Pat Dorsey 📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/ 🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/ 📚 GET MY BOOKS Soul in the Game – https://tinyurl.com/yzh486ep The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2 Active Value Investing – https://tinyurl.com/ywfczy8u MY KEY LINKS 🌍 My website/blog – https://investor.fm/ 🔗 Business Website – https://imausa.com/ 🐦 Twitter – https://twitter.com/vitaliyk 📸 LinkedIn- https://www.linkedin.com/in/katsenelson/ 🎥 Youtube – https://www.youtube.com/@vitaliyk 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 The 5 Investing Books Everyone Should Read – Conversations with Vitaliy – Ep 12 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

The podcast discusses the politicization of the oil and gas industry, financial situations of tobacco and oil companies, the importance of oil and natural gas in modern society, and transitioning to green energy and investing in petrochemical companies.

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_11_-_What_You_Should_Look_For_When_Hiring_Someone.mp3 Here is what you should look for when hiring someone. 📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/ 🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/ 📚 GET MY BOOKS Soul in the Game – https://tinyurl.com/yzh486ep The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2 Active Value Investing – https://tinyurl.com/ywfczy8u MY KEY LINKS 🌍 My website/blog – https://investor.fm/ 🔗 Business Website – https://imausa.com/ 🐦 Twitter – https://twitter.com/vitaliyk 📸 LinkedIn- https://www.linkedin.com/in/katsenelson/ 🎥 Youtube – https://www.youtube.com/@vitaliyk WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book. The post What You Should Look For When Hiring Someone – Conversations with Vitaliy – Ep 11 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/My_thoughts_on_the_economy_v2_2023-10-17.mp3 I just finished a fifteen-page seasonal letter to IMA clients. It discusses the economy and the positioning of our stock portfolio, as well as China, fossil fuels, AI, and unions. I will share excerpts from it over the next few weeks, starting today with a section that discusses our thoughts on the economy. Though the official purpose of writing this was to get you close to my thinking about the economy and the stock market, to be honest, I have very little new to say. I suggest you reread my succinct letter from March 2023. I have written this more selfishly to crystallize my thinking. This way, you and I will figure out what I think together. Thus, the following reads more like a listicle rather than an essay where all thoughts must flow from one to another. 📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/ 🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/ 📚 GET MY BOOKS Soul in the Game – https://tinyurl.com/yzh486ep The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2 Active Value Investing – https://tinyurl.com/ywfczy8u MY KEY LINKS 🌍 My website/blog – https://investor.fm/ 🔗 Business Website – https://imausa.com/ 🐦 Twitter – https://twitter.com/vitaliyk 📸 LinkedIn- https://www.linkedin.com/in/katsenelson/ 🎥 Youtube – https://www.youtube.com/@vitaliyk WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book. The post My Thoughts on the Economy – Ep 204 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_10_-_Never_Look_At_Money_The_Same_Way.mp3 When my wife and I got married, my friend Mark took us out to a lunch that forever changed my relationship with money. 📩 Sign up for my free weekly email newsletter https://vitaliy.substack.com/ 🎙 Check out my weekly podcast, The Intellectual Investor. https://investor.fm/ 📚 GET MY BOOKS Soul in the Game – https://tinyurl.com/yzh486ep The Little Book of Sideways Markets – https://tinyurl.com/4sdbr5f2 Active Value Investing – https://tinyurl.com/ywfczy8u MY KEY LINKS 🌍 My website/blog – https://investor.fm/ 🔗 Business Website – https://imausa.com/ 🐦 Twitter – https://twitter.com/vitaliyk 📸 LinkedIn- https://www.linkedin.com/in/katsenelson/ 🎥 Youtube – https://www.youtube.com/@vitaliyk WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007 and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book and first non-investing book. The post Never Look at Money the Same Way – Conversations with Vitaliy – Ep 10 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.