Vitaliy Katsenelson
Berkshire Hathaway Omaha Q&A Episode 4 – Tariffs on GDP, Social Media Use
This year at Berkshire Hathaway Annual Meeting, we’ve rented a large room at the Embassy Suites Old Market Omaha. This was a wide-ranging Q&A session on tariffs on GDP, social media use, and more.
Berkshire Hathaway Omaha Q&A Episode 3 – AI Effect on Market, Biggest Mistakes, Investing Ideas, and more
This year at Berkshire Hathaway Annual Meeting, we’ve rented a large room at the Embassy Suites Old Market Omaha. This was a wide-ranging Q&A session on AI effect on market, biggest mistakes, investing ideas, and more.
Berkshire Hathaway Omaha Q&A Episode 2 – Uber, Using AI, Investing in Europe, and more
This year at Berkshire Hathaway Annual Meeting, we’ve rented a large room at the Embassy Suites Old Market Omaha. This was a wide-ranging Q&A session on Uber, using AI, investing in Europe, and more.
Berkshire Hathaway Omaha Q&A Episode 1 – Index Investing, Sideways Markets, Company Analysis, and more
I hosted my first reader get-together in Omaha in 2008 when I attended my first Berkshire Hathaway Annual Meeting. This year, we’ve rented a large room at the Embassy Suites Old Market Omaha.
Choosing to Enjoy It
At my 11-year-old daughter, Mia Sarah's, bridging ceremony from elementary to middle school, a friend was complaining about the traffic and how much he hates driving his daughter to school.
Warren Buffett and the Berkshire Hathaway Paradox
Trip to Omaha has everything and nothing to do with Warren Buffett. The main event that draws everyone to Omaha – the Berkshire Hathaway (BRK) annual meeting – is actually the least important part.
Redefine “value” in this era of the US stock market
Do we need to redefine “value” in this era of the US stock market, or should we continue to sit on the sidelines if traditional metrics show equities to be overvalued?
A Brief Rant on Tesla & Musk
Last week, I received a lot of responses to my article about Tesla. They ranged from “Stop spewing your anti-right propaganda and stick to data” to “You don’t like Tesla stock. Are you saying your next car won’t be a Tesla?”
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.
Tariffs, Debt, and a Recession by Design – Ep 251
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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.
The Paranoid Russian Jew Approach to Investing – Ep 250
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IMA’s March 2025 Client Dinner Video
Once a year, my company, IMA, hosts a dinner for our clients. Most of them live outside of Denver—and many outside the U.S.—so this event gives us a rare and meaningful chance to meet face-to-face, often for the first time, and really get to know each other.
The Reputational Bankruptcy of the American Dollar
The US dollar will likely continue to get weaker, which is inflationary for the US. Let me start with some easily identifiable reasons.
Tariffs, Debt, and a Recession by Design
Trump's tariff decisions are unilateral – even though the Constitution clearly places that power in Congress’s hands. Why does he behave like a king?
The Paranoid Russian Jew Approach to Investing
When asked about his money manager, our long-term client Ed, who became a dear friend, proudly stated, “My money is managed by a paranoid Russian Jew.” This perfectly sums up our approach to investing.
It Is Not the Cards You are Dealt; But is How You Play Them – Ep 249
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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.
Q&A Series: Diversification and Position Sizing in Investing – Ep 248
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A Value Investing Lesson from the Blackjack Table
Over a lifetime, active value investors will make hundreds, often thousands of investment decisions. Not all of those decisions will work out for the better.
Q&A Series: Diversification and Position Sizing in Investing
Today's excerpts from Q&A session I held in Omaha focuses on crucial investment strategies: diversification and position sizing in investing.
