“The new Benjamin Graham is Vitaliy Katsenelson”
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Investing
The Infinite Game in Telecom
CHTR, just like Comcast, showed only a very slight decline in broadband customers in the quarter. Most of the decline came from the US government removing subsidies for rural customers.
Videos
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.
Breakfast in Omaha Meeting 2024 – Session One
In 2022, I started a new tradition, and so this year too I hosted my readers for breakfast in Omaha.
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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The Infinite Game in Telecom – Ep 234
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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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Life & Philosophy
30 Years in America – Edition 2024
On the 30th Anniversary of my family’s arrival in the United States from Soviet Russia, I reflect on my time here. After recounting the hard early days in a new country when I was “fresh off the boat”, I offer perspective on how America has changed since I arrived. What I see now is, in some ways, more troubling than what I found all those years ago as a new immigrant.
Rediscovering the Essence of the Berkshire Hathaway Annual Meeting
When in the past I described my trip to the Berkshire Hathaway annual meeting to others, I often found that I contradicted myself.
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Latest Articles
The Infinite Game in Telecom
CHTR, just like Comcast, showed only a very slight decline in broadband customers in the quarter. Most of the decline came from the US government removing subsidies for rural customers.
The Hidden Risk in “Religion” Stocks
A basic property of religion is that the believer takes a leap of faith: to believe without expecting proof.
