“The new Benjamin Graham is Vitaliy Katsenelson”
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Investing
The Paranoid Russian Jew Approach to Investing
When asked about his money manager, our long-term client Ed, who became a dear friend, proudly stated, “My money is managed by a paranoid Russian Jew.” This perfectly sums up our approach to investing.
Videos
Soul in the Game: A Conversation with Vitaliy Katsenelson on the Talking Billions Podcast
I was recently interviewed by Bogumil Baranowski on the Talking Billions Podcast about how I stay grounded in volatile markets and the key principles guiding my investing.
Breakfast in Omaha Meeting 2024 – Session Three
This year I hosted my readers for breakfast in Omaha. This is session two of the this year’s meeting.
Breakfast in Omaha Meeting 2024 – Session Two
This year I hosted my readers for breakfast in Omaha. This is session two of the this year’s meeting.
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
Don’t miss new articles!
It Is Not the Cards You are Dealt; But is How You Play Them – Ep 249
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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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The Super Bowl Is a Tradition
The beauty and embarrassment of writing is that your past essays can be easily unearthed and brought to the present. …
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2025 Spring Letter
The letter is 18 pages long, so I’ll break it up into smaller, more digestible chunks. However, if you want to inhale the whole letter in one go, you can download it below (requires entering your email address).
The Paranoid Russian Jew Approach to Investing
When asked about his money manager, our long-term client Ed, who became a dear friend, proudly stated, “My money is managed by a paranoid Russian Jew.” This perfectly sums up our approach to investing.
