Vitaliy Katsenelson
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.
The Hidden Risk in “Religion” Stocks – Ep 233
A basic property of religion is that the believer takes a leap of faith: to believe without expecting proof. Read the article here: 📩 Join 89,000+ readers on my FREE weekly email newsletter: 📚 Get my books:...
The Best and Worst Investment Decisions I’ve Made – Ep 232
I’m going to share stories about my best and worst investment decisions. But don’t worry, this isn’t just a brag-and-cringe session about making or losing money. Read the article here: 📩 Join 89,000+ readers on my FREE weekly...
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.
Trump’s call for a bitcoin strategic reserve is a very bad idea – Ep 231
At the end of July, Donald Trump went full Bitcoin. He wants the US to become a “Bitcoin superpower”; he promised to build a Bitcoin strategic reserve. 📩 Join 89,000+ readers on my FREE weekly email newsletter: 📚 Get my...
The Best and Worst Investment Decisions I’ve Made
I’m going to share stories about my best and worst investment decisions. But don’t worry, this isn’t just a brag-and-cringe session about making or losing money.
Unpacking Buffett’s Investment Philosophy: A Personal Perspective – Ep 230
How does our investment approach stack up against Warren Buffett’s? Answering this question gives me a chance to dissect Buffett’s famous investment principles and compare them to our own strategy. 📩 Join 89,000+ readers on my FREE...
Trump’s call for a bitcoin strategic reserve is a very bad idea
At the end of July, Donald Trump went full Bitcoin. He wants the US to become a “Bitcoin superpower”; he promised to build a Bitcoin strategic reserve.
Unpacking Buffett’s Investment Philosophy: A Personal Perspective
How does our investment approach stack up against Warren Buffett’s? Answering this question gives me a chance to dissect Buffett’s famous investment principles and compare them to our own strategy.
The Eclectic Value Investor
How do I describe myself as an investor? This question provides an opportunity to delve into what I mean by being an “eclectic value investor with a slight touch of dogmatism.”
The Eclectic Value Investor – Ep 229
How do I describe myself as an investor? This question provides an opportunity to delve into what I mean by being an “eclectic value investor with a slight touch of dogmatism.” It’s a comprehensive look at our investment philosophy and approach....
The AI Revolution – Ep 228
The discussion of AI quickly falls into a domain bordering on Sci-Fi. My thoughts here are only marginally shaped by scientific facts. If you look at technological progress over the centuries through the lens of productivity, the improvement was tiny,...
The EV Industry Landscape – Ep 227
📩 Join 89,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment...
Understanding Today’s Economic Landscape – Ep 226
📩 Join 89,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment...
Lessons from History’s Technology Booms – Ep 225
There's a quote often attributed to Albert Einstein: "Insanity is doing the same thing over and over again and expecting different results." As an investor, especially if you manage someone else's capital, you have to be slightly insane. During...
Lessons from History’s Technology Booms
The technology at the core of the mania is different every time. What doesn't change over time is human emotion – the fear of missing out and then the fear of loss.
Science Fiction Stock Analysis – Conversations with Vitaliy – Ep 48
📩 Join 89,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment...
The Magnificent 7 and the Dangers of Market Hype
Despite the S&P 500 showing gains in the mid-teens, the average stock on the market is either up slightly or flat for the year.
The Magnificent 7 and the Dangers of Market Hype – Ep 224
Despite the S&P 500 showing gains in the mid-teens, the average stock on the market is either up slightly or flat for the year. Most of the gains in the index came from the Magnificent 7 stocks, which constitute 35% of the index! The...
What Makes for a Great Investor? – Conversations with Vitaliy – Ep 47
📩 Join 89,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value Investing - WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management...
Understanding Today’s Economic Landscape
Interest rates that stay low and actually keep declining for almost a quarter of a century slowly propagate deep into the fabric of the economy.
