Vitaliy Katsenelson

How You Can Be a Great Investor

How You Can Be a Great Investor

I learn about what makes a good investor by how they spend their time. This is one of the best bits of advice that I learned from the Oracle of Omaha, Warren Buffett.

The Power of Telling Stories - Conversations with Vitaliy - Ep 1

The Power of Telling Stories – Conversations with Vitaliy – Ep 1

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.

Why I No Longer Mind Losing an Argument

Why I No Longer Mind Losing an Argument

Reflecting on my experience with Dale Carnegie's book, I share how it transformed my approach to criticism and debate, and why I no longer mind losing an argument.

Stop Gambling and Start Investing

Stop Gambling and Start Investing

Too many people today treat investing like going to a casino, but I urge people to stop gambling and invest intelligently.

Life Is a Walk – Santa Fe

Life Is a Walk – Santa Fe

This trip to Santa Fe is more to us than just a continuation of the tradition my father started in 2013. It goes deeper and further than that; we are continuing the traditions started by my grandparents, and likely those of their ancestors. Life is a walk! 

Life is a Walk – Santa Fe – Ep 201

My father and I started taking my son Jonah to Santa Fe in 2003, and this was when I first wrote about it. I have been writing, rewriting, and adding to this essay for the past ten years. I repolished it and included it in Soul in the Game. This...

How do I get any research done since I travel a lot? – Ep 200

In today’s letter, I want to address a question that I get asked at times: How do I get any research done since I travel a lot? And then I’ll explain the reasons for two next trips. 📩 Sign up for my free weekly email newsletter  🎙...

How do I get any research done since I travel a lot

How do I get any research done since I travel a lot?

I get asked at times: How do I get any research done since I travel a lot? To answer this question, I need to explain how we do research.

The Growing Pains of Maturity – Ep 199

Many times, we bought because they were in their “junior year”; this is what made them undervalued. Our research led us to the conclusion that their difficulties were transitory and that as they matured the market would revalue them. 📩 Sign...

What is the Value of Apple? How do we evaluate risk? – Ep 198

Over the next two weeks, I will share with you a few excerpts from my 25-page summer letter to IMA clients.  Next week, I will be comparing my children to stocks and divulging my latest thoughts on Uber and Qualcomm.  My purpose in sharing...

The Growing Pains of Maturity

The Growing Pains of Maturity

Many times, we bought because they were in their “junior year”; this is what made them undervalued. Our research led us to the conclusion that their difficulties were transitory and that as they matured the market would revalue them.

Russia – History Repeats Itself – Ep 197

Over the last two decades, I have given talks on investing, mainly focused on my books, to CFA Societies around the world, from South Africa to New Zealand to Sofia, Bulgaria, and India in January of this year (you can watch that talk ). As a...

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.