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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Skin in the Game, Steam in the Ground (Part 3) - Ep 261
The Intellectual Investor
📩 Join 94,000+ readers on my FREE weekly email newsletter: Client letter Part 1 & 2: The Intellectual Investor Conference: 📚 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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Inside Baseball: How We Build Portfolios (Part 2) - Ep 260
The Intellectual Investor
📩 Join 94,000+ readers on my FREE weekly email newsletter: You can also read this article in this link: https://investor.fm/inside-baseball-how-we-build-portfolios-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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You can read the full letter here: https://investor.fm/2025-fall-letter/
Previous client letter: https://investor.fm/cost-plus-capitalism-lessons-from-hii-and-the-future-of-naval-shipbuilding-part-5/
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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.