The Intellectual Investor
I know young adults who have gone to Israel to fight to protect it from evil. I have friends who have put their lives on hold and gone to Israel to volunteer to help that country in any way they can. My pen is my gift. This is how I can make a difference. If I don't stand up now, then when? When my family is sent to the gas chambers? π© Sign up for my free weekly email newsletter π Check out my weekly podcast, The Intellectual Investor. π GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS π My website/blog - ...
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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 tomorrowβs essays. It took me to a dark place where I did not want to go. π© Sign up for my free weekly email newsletter π Check out my weekly podcast, The Intellectual Investor. π GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS π My website/blog - π Business Website - π¦...
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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. π© Sign up for my free weekly email newsletter π Check out my weekly podcast, The Intellectual Investor. π GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS π My website/blog - π Business Website - π¦ Twitter - πΈ LinkedIn- π₯ Youtube - WHO AM I: Vitaliy Katsenelson was born in Murmansk, Russia, and immigrated to the United States with his family...
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In this short video, I explain how walking can change your life. π© Sign up for my free weekly email newsletter π Check out my weekly podcast, The Intellectual Investor. π GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS π My website/blog - π Business Website - π¦ Twitter - πΈ LinkedIn- π₯ Youtube - 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,...
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How stoic philosophy changed the way I think about life. π© Sign up for my free weekly email newsletter π Check out my weekly podcast, The Intellectual Investor. π GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS π My website/blog - π Business Website - π¦ Twitter - πΈ LinkedIn- π₯ Youtube - 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...
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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. π© Sign up for my free weekly email newsletter π Check out my weekly podcast, The Intellectual Investor. π GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS π My website/blog - π Business Website - π¦ Twitter - πΈ LinkedIn- π₯ Youtube - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him...
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There are 5 investing books that I think everyone should read. - Lawrence Cunningham - Nassim Nicholas Taleb - Nassim Nicholas Taleb - James Montier - Pat Dorsey π© Sign up for my free weekly email newsletter π Check out my weekly podcast, The Intellectual Investor. π GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS π My website/blog - π Business Website - π¦ Twitter - πΈ LinkedIn- π₯ Youtube - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes...
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I am about to discuss a topic that, for reasons that are unclear to me, has been politicized: oil and gas. I am writing this as a pragmatic analyst who looks at two factors: supply and demand. After all, I am not hired by you (IMA clients) to come up with environmental policy but to grow your wealth. π© Sign up for my free weekly email newsletter π Check out my weekly podcast, The Intellectual Investor. π GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS π My website/blog - π Business Website - π¦ Twitter...
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Here is what you should look for when hiring someone. π© Sign up for my free weekly email newsletter π Check out my weekly podcast, The Intellectual Investor. π GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS π My website/blog - π Business Website - π¦ Twitter - πΈ LinkedIn- π₯ Youtube - 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...
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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 . I have written this more selfishly to crystallize my thinking. This way, you and I will figure out...
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