“The new Benjamin Graham is Vitaliy Katsenelson”
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Omaha 2026 Breakfast + Get Together
If you’re making the pilgrimage to Omaha for the Berkshire Hathaway Annual Meeting, I’d love to see you there. Every year, thousands of value investors gather to celebrate the wisdom of Buffett and Munger, but my favorite part has always been connecting with readers and friends over coffee.
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The Dichotomy of Control
The Dichotomy of Control sounds extremely simple, but it’s incredibly powerful and it’s very difficult to actually execute it in daily life. And it’s basically says this.
The Key To a Good Life: Having Good Problems
What are the good problems? It’s very difficult to have a meaningful life and not be solving good problems.
My Evolution as an Investor and Writer
I look at my evolution as both as a writer, as an investor. As a writer, I feel like I have a lot more courage, you know, to do more.
Popular Articles
The Stock Market, The Economy, Possible Outcomes, How to Invest
This is part one of the winter seasonal letter I wrote to IMA clients, sharing my thoughts about the economy and the market. I tried something I’ve never done before. Instead of conveying my message through storytelling, I tried to compress my thoughts into short sentences…
Vitaliy
Katsenelson
Author and
value investor
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London and Scotland: Musicals, Markets, and Memories – Part 3 – Ep 269
📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/
You can read the full letter here: https://investor.fm/2025-fall-letter/
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Soul in the Game – https://amzn.to/43CF73v
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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.
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Homophobic Arbitrage
A few years ago I went to a conference in South Beach. I had never stayed in a gay hotel before. I was not quite sure what the expectations were of guests.
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Omaha 2026 Breakfast + Get Together
If you’re making the pilgrimage to Omaha for the Berkshire Hathaway Annual Meeting, I’d love to see you there. Every year, thousands of value investors gather to celebrate the wisdom of Buffett and Munger, but my favorite part has always been connecting with readers and friends over coffee.
London and Scotland: Musicals, Markets, and Memories – Part 3
Our London and Scotland trip blended investing, art, friendship, and father-son memories that made the journey unforgettable.
