Vitaliy Katsenelson
Challenging Investment Rules and Key Investor Traits
What’s a famous investment rule I don’t agree with? Which key characteristics should a good investor have?
The Infinite Game in Telecom – Ep 234
CHTR, just like Comcast, showed only a very slight decline in broadband customers in the quarter.
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.
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.
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
Donald Trump went full Bitcoin. He wants the US to become a “Bitcoin superpower”; he promised to build a Bitcoin strategic reserve.
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.
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.
The EV Industry Landscape – Ep 227
I will discuss investments in the EV industry, spurred by the following question from a client.
The EV Industry Landscape
As a part of a summer letter to IMA clients, I will discuss investments in the EV industry, spurred by the following question from a client.
Understanding Today’s Economic Landscape – Ep 226
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.
Lessons from History’s Technology Booms – Ep 225
The technology at the core of the mania is different every time. What doesn't change over time is human emotion .
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
Science Fiction Stock Analysis - Conversations with Vitaliy - Episode 48
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.
