Stand For Something in Life - Conversations with Vitaliy - Ep 37
The Intellectual Investor
I took a stand when I spoke about Israel, here is why I did it. Here are all my articles about Israel: ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - My Key Links ๐ My website/blog - ๐ Business Website - ๐ฆ Twitter - ๐ธ LinkedIn- ๐ฅ Youtube - 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,...
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Hedging The Portfolio With Weapons Of Mass Destruction - Ep 219
The Intellectual Investor
Read my full article about AI here: ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - My Key Links ๐ My website/blog - ๐ Business Website - ๐ฆ Twitter - ๐ธ LinkedIn- ๐ฅ Youtube - 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.
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Skin in the Game vs Soul in the Game - Conversations with Vitaliy - Ep 36
The Intellectual Investor
If you want to learn more about Soul in the Game, you can a copy of my book here: ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - My Key Links ๐ My website/blog - ๐ Business Website - ๐ฆ Twitter - ๐ธ LinkedIn- ๐ฅ Youtube - 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...
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Cable Stocks Keep Getting Punched In The Mouth - Ep 218
The Intellectual Investor
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: ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - My Key Links ๐ My website/blog - ๐ Business Website - ๐ฆ Twitter - ๐ธ LinkedIn- ๐ฅ Youtube - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in...
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How will AI Change Investing? - Conversations with Vitaliy - Ep 35
The Intellectual Investor
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: ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - My Key Links ๐ My website/blog - ๐ Business Website - ๐ฆ Twitter - ๐ธ LinkedIn- ๐ฅ Youtube - 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...
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No Shortcuts To Greatness: The Path To Successful Investing - Ep 217
The Intellectual Investor
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. ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - My Key Links ๐ My website/blog - ๐ Business Website - ๐ฆ Twitter - ๐ธ LinkedIn- ๐ฅ Youtube - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine...
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Construct the Optimal Portfolio - Conversations with Vitaliy - Ep 34
The Intellectual Investor
A reader of mine recently asked me how I would construct the optimal portfolio. Here is how I would do it. ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - My Key Links ๐ My website/blog - ๐ Business Website - ๐ฆ Twitter - ๐ธ LinkedIn- ๐ฅ Youtube - 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...
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Investing In A New Era Of Global Tensions - Ep 216
The Intellectual Investor
You donโt have to worry about the market and its crazy valuations. Thatโs your neighborโs problem, not yours. In building your portfolio, we are aiming for resilience. ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - My Key Links ๐ My website/blog - ๐ Business Website - ๐ฆ Twitter - ๐ธ LinkedIn- ๐ฅ Youtube - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him "The New Benjamin...
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4 Mental Models To Change Your Thinking - Conversations with Vitaliy - Ep 33
The Intellectual Investor
Here are 4 Mental Models That Will Change Your Life: ๐๐ป๐๐ฒ๐ฟ๐๐ถ๐ผ๐ป ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ (๐๐ป๐๐ฝ๐ถ๐ฟ๐ฒ๐ฑ ๐ฏ๐ ๐๐ต๐ฎ๐ฟ๐น๐ถ๐ฒ ๐ ๐๐ป๐ด๐ฒ๐ฟ) ๐๐ถ๐ฐ๐ต๐ผ๐๐ผ๐บ๐ ๐ผ๐ณ ๐๐ผ๐ป๐๐ฟ๐ผ๐น ๐๐ฎ๐๐ถ๐ฑ ๐๐. ๐๐ผ๐น๐ถ๐ฎ๐๐ต ๐๐ถ๐ฟ๐๐ ๐ฃ๐ฟ๐ถ๐ป๐ฐ๐ถ๐ฝ๐น๐ฒ๐ ๐ง๐ต๐ถ๐ป๐ธ๐ถ๐ป๐ด (๐๐ฒ๐ฎ๐ฟ๐ป๐ฒ๐ฑ ๐ณ๐ฟ๐ผ๐บ ๐๐น๐ผ๐ป ๐ ๐๐๐ธ) ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐...
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Why the Survival and Dominance of Car Manufacturers is Far from Certain - Ep 215
The Intellectual Investor
Today EV sales account for a tiny rounding error of total global car sales. Can traditional automobile companies successfully transition to making EVs? ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ GET MY BOOKS Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - MY KEY LINKS ๐ My website/blog - ๐ Business Website - 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...
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