“The new Benjamin Graham is Vitaliy Katsenelson”
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Investing
Current thoughts on Tesla
Tesla market value of $780 billion mostly reflects Elon’s future dreams, not car sales. The reality? Only $100-180 billion tied to the actual vehicle business.
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!
Tariffs, Debt, and a Recession by Design – Ep 251
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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
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. …
A Balanced Life: My Approach
How do you balance your life between being an investor, running a firm, writing and other important aspects of your life such as your family?
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Latest Articles
Current thoughts on Tesla
Tesla market value of $780 billion mostly reflects Elon’s future dreams, not car sales. The reality? Only $100-180 billion tied to the actual vehicle business.
Europe Can’t Hide Behind America Anymore
Americans have always outspent Europe on defense, but to be fair, we have a currency advantage. Our military might elevated our currency to reserve status.
