Year: 2023
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
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
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
Vitaliy speaks with The Investors Podcast Network in this wide ranging and fun interview.
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
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
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
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,...
You are – What you think about (Recession, Economy, Stock Market)
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, should be allocating to thinking and worrying about it.
Embrace Good Problems: Advice to Young People Today – Ep 191
I don't know when I graduated to giving job-seeking advice. However, I know that my scribbles are read by a lot of students and their parents, so I thought I would share this with you. 📩 Sign up for my free weekly email newsletter 🎙...
What I Learned From the Oracle of Omaha & Charlie Munger – Ep 190
I've attended the Berkshire Hathaway Annual Shareholders meeting for over a decade. Here is what I learned in 2023. 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET MY...
Embrace Good Problems: Advice to Young People Today
A 22-year-old daughter of a friend, for the first time in her life, has hit a brick wall. I told her that, as frustrating as her life may seem right now, she is having a good problem; and happiness in life comes from having good problems.
Should I be worried about the safety of my Schwab account? – Ep 189
Many investors, including our clients, have been worried about their Schawb account safety. Are they right to be worried? 📩 Sign up for my free weekly email newsletter 🎙 Check out my weekly podcast, The Intellectual Investor. 📚 GET...
What I Learned From the Oracle of Omaha & Charlie Munger
My favorite line from Charlie Munger was: “Practicing law today is like a pie-eating contest, where if you succeed, you get to eat more pie.”
Chess Saga Continues – Ep 188
I have vague first memories of playing chess with my grandfather when my family visited my father’s parents in Moscow. I was five years old. As I look back, chess gently came in and out of my life in the years since. Though I always admired chess...
