The Intellectual Investor – Value Investing by Vitaliy Katsenelson

The Right Way To Think - Conversations with Vitaliy - Episode 46 The post The Right Way To Think – Conversations with Vitaliy – Ep 46 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

Benefits of Travel- Conversations with Vitaliy - Episode 45 The post Benefits of Travel- Conversations with Vitaliy – Ep 45 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

My daughter Hannah was just accepted to University of Denver. She might take out student loans. Why wouldn’t she? The post The Slippery Slope Of Student Loan Forgiveness – Edition 2024 – Ep 223 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

Crash Course in Failure - Conversations with Vitaliy - Episode 43 The post Crash Course in Failure – Conversations with Vitaliy – Ep 43 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

On the 30th Anniversary of my family's arrival in the United States from Soviet Russia, I reflect on my time here. After recounting the hard early days in a new country when I was "fresh off the boat", I offer perspective on how America has changed since I arrived. What I see now is, in some ways, more troubling than what I found all those years ago as a new immigrant. The post 30 Years in America...

The Right Way To Think - Conversations with Vitaliy - Episode 42 The post The Right Way To Think – Conversations with Vitaliy – Ep 42 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

When in the past I described my trip to the Berkshire Hathaway annual meeting to others, I found that I contradicted myself. The post Rediscovering the Essence of the Berkshire Hathaway Annual Meeting – Ep 221 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

What If You Had To Do It Over Again? - Conversations with Vitaliy - Episode 41 The post What If You Had To Do It Over Again? – Conversations with Vitaliy – Ep 41 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

You Are Missing This Skill - Conversations with Vitaliy - Episode 40 The post You Are Missing This Skill – Conversations with Vitaliy – Ep 40 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

You Can't Be Good at Investing Without Knowing This - Conversations with Vitaliy - Episode 39 The post You Can’t Be Good at Investing Without Knowing This – Conversations with Vitaliy – Ep 39 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

Dad, you are not growing. You’ve stopped learning new things. You used to have new, creative ideas. The post Dad, You Are Not Growing! (Embracing Vulnerability) – Ep 220 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

Take Control of Your Life - Conversations with Vitaliy - Episode 38 The post Take Control of Your Life – Conversations with Vitaliy – Ep 38 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

Stand For Something in Life - Conversations with Vitaliy - Episode 37 The post Stand For Something in Life – Conversations with Vitaliy – Ep 37 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

Uber's business is doing extremely well. It has reached escape velocity – the company's expenses have grown. The post Hedging The Portfolio With Weapons Of Mass Destruction – Ep 219 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

Skin in the Game vs Soul in the Game - Conversations with Vitaliy - Episode 36 The post Skin in the Game vs Soul in the Game – Conversations with Vitaliy – Ep 36 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio. Read my full article about AI here: 📩 Join 86,000+ readers on... The post Cable Stocks Keep Getting Punched In The Mouth – Ep 218 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenel...

AI is changing the way we live our life, and investing is no different. Here is how AI will change investing in my eyes. Read my full article about AI here: 📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the... The post How will AI Change Investing? – Conversations with Vitaliy – Ep 35 appeared first on The Intellectual Investor - Value Investing by Vit...

One of my principles in life is to have a net positive impact on the people I touch. If every single stock I discussed only went straight up, I wouldn't have to worry about it. But this is not how life works. 📩 Join 86,000+ readers on my weekly... The post No Shortcuts To Greatness: The Path To Successful Investing – Ep 217 appeared first on The Intellectual Investor - Value Investing by Vi...

A reader of mine recently asked me how I would construct the optimal portfolio. Here is how I would do it.  📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game -   The Little Book of Sideways... The post Construct the Optimal Portfolio – Conversations with Vitaliy – Ep 34 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katse...

You don’t have to worry about the market and its crazy valuations. That’s your neighbor’s problem, not yours. In building your portfolio, we are aiming for resilience. 📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books:... The post Investing In A New Era Of Global Tensions – Ep 216 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

Here are 4 Mental Models That Will Change Your Life: 𝗜𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 (𝗜𝗻𝘀𝗽𝗶𝗿𝗲𝗱 𝗯𝘆 𝗖𝗵𝗮𝗿𝗹𝗶𝗲 𝗠𝘂𝗻𝗴𝗲𝗿)... The post 4 Mental Models To Change Your Thinking – Conversations with Vitaliy – Ep 33 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

Today EV sales account for a tiny rounding error of total global car sales. Can traditional automobile companies successfully transition to making EVs? 📩 Join 86,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the... The post Why the Survival and Dominance of Car Manufacturers is Far from Certain – Ep 215 appeared first on The Intellectual Investor - Value Investing by V...

📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game -   The Little Book of Sideways Markets -   Active Value Investing - My Key Links 🌍 My website/blog - 🔗 Business Website -  🐦... The post Will Your Kids Remember You? – Conversations with Vitaliy – Ep 32 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .

My brother Alex, my son Jonah, and I went to a conference in Switzerland. We saw this as an opportunity to turn the bookends of the trip into a small European vacation. 📩 Join 86,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS... The post Expanding Perspectives Through Travel – From Spain to the UK – Ep 214 appeared first on The Intellectual Investor - Value Investing by Vitaliy...

📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game -   The Little Book of Sideways Markets -   Active Value Investing - My Key Links 🌍 My website/blog - 🔗 Business Website -  🐦... The post This Advice Will Rewire Your Brain – Conversations with Vitaliy – Ep 31 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .