Month: June 2023

Vision Pro is the Vision of the Future – Ep 196

While I was watching Apple’s presentation, Meta’s Quest Pro (which I own for research purposes) suddenly started to remind me of Microsoft PCs – made by engineers for engineers, where the Vision Pro is created by humans for humans.  📩...

What is the Value of Apple? How do we evaluate risk?

What is the Value of Apple? How do we evaluate risk?

Today I will share the Q&A section of the letter. Every time I am almost finished with the client letter, I ask clients to send me any questions they have about their portfolio or other topics. I answer these questions in the Q&A section.

One Symphony Interview with Devin Patrick Hughes

One Symphony Interview with Devin Patrick Hughes

Vitaliy sits down with his friend and fellow music lover Devin Patrick Hughes, the conductor of the Boulder Symphony in Colorado.

Vitaliy Katsenelson Infinite Loops Interview with Jim O'Shaughnessy

Vitaliy Katsenelson Infinite Loops Interview with Jim O’Shaughnessy

I sat down with Jim O'Shaughnessy, author of the classic investment book What Works on Wall Street and host of the the Infinite Loops

The Investor’s Podcast Interview – Soul In The Game With Vitaliy Katsenelson

The Investor’s Podcast Interview – Soul In The Game With Vitaliy Katsenelson

Vitaliy speaks with The Investors Podcast Network in this wide ranging and fun interview.

Vitaliy’s Interview With The Wealth Formula Podcast

Vitaliy’s Interview With The Wealth Formula Podcast

This interview with Buck Joffrey of the Wealth Formula Podcast has something for everyone. In it, Vitaliy discusses a wide variety of topics.

GuruFocus Interview - Value Investing with Vitaliy Katsenelson

GuruFocus Interview – Value Investing with Vitaliy Katsenelson

In this interview with investment website @GuruFocusVideos , Vitaliy shares the full gamut of how he invests, where and why. He touches on the role of being eclectic when investing, how to invest abroad, and how value investors should think about macro, among many other important topics. Enjoy this fun and wide-ranging interview!

How Not To Lose a Job That’s Yours – Ep 195

Imagine withdrawing a job offer two days after it was made. This is exactly what we did. IMA is for an Operations Associate position, and after a lengthy hiring process, we offered the position to Sam (not his real name). However, two days later, we...

How Not To Lose a Job That’s Yours

How Not To Lose a Job That’s Yours

Imagine withdrawing a job offer two days after it was made. This is exactly what we did. This letter about how not to lose a job that's yours, contained insights and lessons that could go beyond the intended recipient and could help anyone who is looking for a job.

A Story about a Story – Ep 194

Apple is the best storytelling company on the planet. This was the thought that ran through my mind as I watched Apple present its new products at the WWDC conference.  When it introduces a product, Apple doesn't just spend the time telling you...

Russia – History Repeats Itself

A few weeks ago I was asked to speak to the CFA Association of Russia about my most recent book.Here is my reply:

Vision Pro is the Vision of the Future

Vision Pro is the Vision of the Future

I have read reviews of Vision Pro, Apple’s virtual reality headset. Meta’s Quest Pro suddenly started to remind me of Microsoft PCs – made by engineers for engineers, where the Vision Pro is created by humans for humans

Attend a Party in Your Own Head – Ep 193

Good thoughts bring you happiness; bad thoughts poison you with anxiety and pain. 📩 Sign up for my free weekly email newsletter  🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY BOOKS Soul in the Game - The Little...

A Story about a Story

Apple is the best storytelling company on the planet. In its storytelling, Apple so wants you to fall in love and have an emotional connection with its product that it even names the parts that go into it.

You are – What you think about (Recession, Economy, Stock Market) – Ep 192

I’ve been asked by many readers and some clients for my thoughts on the economy and recession.  As I am typing this, I’m thinking about how much ink I should be spilling on writing about the recession and how much time we, as investors,...