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Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) - Ep 264

The Intellectual Investor

Release Date: 09/25/2025

Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value  - Ep 288 show art Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value - Ep 288

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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Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth - Episode 287 show art Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth - Episode 287

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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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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What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio - Ep 285 show art What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio - Ep 285

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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The Intellectual Investor

📩 Join 100,000+ readers on my FREE weekly email newsletter:   Register for Sunday Breakfast: Check out my Omaha weekend guide:   📚 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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On AI Eating The World - Ep 283 show art On AI Eating The World - Ep 283

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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The Intellectual Investor

📩 Join 100,000+ readers on my FREE weekly email newsletter:    This Is What Happiness Feels Like article link: https://investor.fm/this-is-what-happiness-feels-like/   📚 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 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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The Church of Climate and the Law of Unintended Consequences - Ep 280 show art The Church of Climate and the Law of Unintended Consequences - Ep 280

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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Q&A Money Should Buy Time, Not Things - Ep 279 show art Q&A Money Should Buy Time, Not Things - Ep 279

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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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.