Learning to See - Ep 274
The Intellectual Investor
📩 Join 100,000+ readers on my FREE weekly email newsletter: Operation Molly article: Jonah's X post: Rembrandt's painting: Hannah's painting: Charities: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates () 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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Operation Molly - Ep 273
The Intellectual Investor
📩 Join 100,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates () 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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Surrounding Yourself with Greatness - Part 2 - Ep 272
The Intellectual Investor
📩 Join 100,000+ readers on my FREE weekly email newsletter: You can read the full essay: The Ability to Suffer – Part 2 article link: https://investor.fm/the-ability-to-suffer-part-2/ 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates () 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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From Paris with Love, from London with Concern - Part 1 - Ep 271
The Intellectual Investor
📩 Join 100,000+ readers on my FREE weekly email newsletter: You can read the full essay: My Lady at the Musée painting image link: https://investor.fm/quality-matters-from-paris-to-portfolios/ Position sizing article: https://investor.fm/position-sizing-how-to-construct-portfolios-that-protect-you/ 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates () in 2012. Forbes Magazine called him "The New Benjamin Graham." He's...
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Q&A Series: Research Process, Evaluating Country Risk and Tech Investments - Ep 270
The Intellectual Investor
📩 Join 100,000+ readers on my FREE weekly email newsletter: Spin Dictators book: https://www.amazon.com/Spin-Dictators-Changing-Tyranny-Century/dp/0691211418 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates () 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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London and Scotland: Musicals, Markets, and Memories – Part 3 - Ep 269
The Intellectual Investor
📩 Join 100,000+ readers on my FREE weekly email newsletter: You can read the full letter here: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates () 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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The Ability to Suffer – Part 2 - Ep 268
The Intellectual Investor
📩 Join 100,000+ readers on my FREE weekly email newsletter: You can read the full letter here: Previous client letter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates () 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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The Art of Rational Irrationality - Part 1 - Ep 267
The Intellectual Investor
📩 Join 100,000+ readers on my FREE weekly email newsletter: You can read the full letter here: https://investor.fm/2025-fall-letter/ Picture on x.com: https://x.com/vitaliyk/status/1966606901270995163 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates () in 2012. Forbes Magazine called him "The New Benjamin Graham." He's written for publications including Financial Times, Barron's, Institutional Investor, and Foreign...
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My Article in The Wall Street Journal - Ep 266
The Intellectual Investor
📩 Join 100,000+ readers on my FREE weekly email newsletter: The Wall Street Journal link: https://www.wsj.com/opinion/the-robots-that-handle-your-amazon-orders-0eb2f6e7?st=D1TgFo&reflink=desktopwebshare_permalink 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates () in 2012. Forbes Magazine called him "The New Benjamin Graham." He's written for publications including Financial Times, Barron's, Institutional Investor, and...
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Why Smart Investors Should Sit Out the AI Arms Race - Ep 265
The Intellectual Investor
📩 Join 94,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates () 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.
info_outlineThere's a quote often attributed to Albert Einstein: "Insanity is doing the same thing over and over again and expecting different results." As an investor, especially if you manage someone else's capital, you have to be slightly insane.
During market manias, time slows down to dog years. You have to keep doing the same (rational) thing but expect a different outcome, knowing that at some point it will come.
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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.