The Right Way To Think - Conversations with Vitaliy - Ep 42
Release Date: 06/04/2024
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/ Position Sizing: How to Construct Portfolios That Protect You: 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...
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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.
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Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) - Ep 264
The Intellectual Investor
📩 Join 94,000+ readers on my FREE weekly email newsletter: Reader get-together sign up here: https://forms.monday.com/forms/8ba7f1e57a4eb7f9cdc44171bb78cab5?r=use1 Client letter Part 1,2,3 & 4: Read this article before you buy a stock: https://investor.fm/the-client-who-changed-how-i-invest/ 📚 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."...
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Why We Bought Aker BP: A Technology-First Oil Company (Part 4) - Ep 263
The Intellectual Investor
📩 Join 94,000+ readers on my FREE weekly email newsletter: Client letter Part 1,2 & 3: Read this article before you buy a stock: https://investor.fm/the-client-who-changed-how-i-invest/ 📚 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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Charlie Kirk and the Cost of Courage - Ep 262
The Intellectual Investor
📩 Join 94,000+ readers on my FREE weekly email newsletter: My conversation with Charlie Kirk: My unfiltered thoughts on everything else, you’ll find them here: https://x.com/vitaliyk 📚 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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📚 Get my books:
Soul in the Game - https://amzn.to/43CF73v
The Little Book of Sideways Markets - https://amzn.to/3QWTlqZ
Active Value Investing - https://amzn.to/3u8zn3A
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.