The Intellectual Investor by Vitaliy Katsenelson
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“The new Benjamin Graham is Vitaliy Katsenelson”

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Investing

Why we’re confident in our Charter investment

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.
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3

The Hidden Risk in “Religion” Stocks

The Hidden Risk in “Religion” Stocks 

0

The Best and Worst Investment Decisions Ive Made

The Best and Worst Investment Decisions I’ve Made

1

Trump’s call for a bitcoin strategic reserve is a very bad idea

Trump’s call for a bitcoin strategic reserve is a very bad idea

23

Unpacking Buffetts Investment Philosophy A Personal Perspective

Unpacking Buffett’s Investment Philosophy: A Personal Perspective

1

The Eclectic Value Investor

The Eclectic Value Investor

0

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Videos

Omaha Meeting 2024 – Session Three

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.
Omaha Meeting 2024 – Session Two

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

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.
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Popular Articles

The Stock Market The Economy Possible Outcomes How to Invest

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…
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4

Chess Saga Continues

Chess Saga Continues

1

The Real Country of Contrasts: Our Unforgettable Trip to India

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IMA is not for everyone. I'm fine with that!

IMA is not for everyone. I’m fine with that!

1

Why Value Investing Requires Thoughtful Arrogance

Why Value Investing Requires Thoughtful Arrogance

1

How Stoicism Can Help You Have Soul in the Game

2

Author

Vitaliy Katsenelson

Vitaliy
Katsenelson

Author and
value investor

Vitaliy Katsenelson is the CEO of IMA, award-winning writer, author of Active Value Investing, The Little Book of Sideways Markets,  his latest book, Soul in the Game: The Art of a Meaningful Life, and a student of life.

Vitaliys Article Almanac 2023

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Raj B.

Your approach is unique and thinking is fresh.

Delia A.

Thank you so much for your always powerful words.

Tim D.

I only recently began to read your words of wisdom, but I am enjoying them immensely.

Brandon H.

I have enjoyed your perspectives and outlooks immensely. I read each email and take your advice to heart.

Maksim D.

I just wanted to say I have been reading you religiously…the amount of knowledge you deliver in every article is insane.

Mitch K.

Brilliant insights. Thanks for your art and craft of writing.

Jean-Paul L.

Thank you for sharing these great articles…Reading your article has become part of my Thursday routine.

Music

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Life & Philosophy

30 Years in America

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.

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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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Dad You Are Not Growing! (Embracing Vulnerability)

Dad, You Are Not Growing! (Embracing Vulnerability)

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Data Driven Hiring

Data Driven Hiring

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Expanding Perspectives Through Travel – From Spain to the UK

0

Antisemitism and Wokeness Threaten the Future of Israel and America 

51

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Latest Articles

Why we’re confident in our Charter investment

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.
,

3

The Hidden Risk in “Religion” Stocks

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.

0

The Best and Worst Investment Decisions Ive Made

The Best and Worst Investment Decisions I’ve Made

1

Trump’s call for a bitcoin strategic reserve is a very bad idea

Trump’s call for a bitcoin strategic reserve is a very bad idea

23

Unpacking Buffetts Investment Philosophy A Personal Perspective

Unpacking Buffett’s Investment Philosophy: A Personal Perspective

1

The Eclectic Value Investor

The Eclectic Value Investor

0

See More Articles

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The Intellectual Investor by Vitaliy Katsenelson
My Favorite Classical
Soul in the Game
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