The Intellectual Investor by Vitaliy Katsenelson

“The new Benjamin Graham is Vitaliy Katsenelson”

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Investing

February 11, 2026

The Church of Climate and the Law of Unintended Consequences

When policies are judged by intentions rather than outcomes, you get Germany closing nuclear plants only to burn more coal.

Our Sistine Chapel: Long-Term Investing in Quality and Kindness

Living and Investing with Intention

Quality Matters: UK Policy Mistakes, Fever-Tree, and Watches of Switzerland

Quality Matters: From Paris to Portfolios

Q&A Series: Research Process, Evaluating Country Risk and Tech Investments

The Intellectual Investor Breakfast - Berkshire Hathaway get together - Omaha 2026

Omaha 2026 Breakfast + Get Together

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In this CFA Society UK Q&A, I talk about how value investing has evolved, why many investors think it is dead, and why that conclusion usually comes from misunderstanding what value investing actually is.

September 9, 2025

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.

September 2, 2025

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.

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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.