Vitaliy Katsenelson
Q&A Series: Research Process, Evaluating Country Risk and Tech Investments – Ep 270
In todays episode we'll delve into my research process, how I assess country risk for investments and why some investors avoid technology stocks.
Omaha 2026 Breakfast + Get Together
If you’re making the pilgrimage to Omaha for the Berkshire Hathaway Annual Meeting, I’d love to see you there. Every year, thousands of value investors gather to celebrate the wisdom of Buffett and Munger, but my favorite part has always been connecting with readers and friends over coffee.
London and Scotland: Musicals, Markets, and Memories – Part 3 – Ep 269
Our London and Scotland trip blended investing, art, friendship, and father-son memories that made the journey unforgettable.
London and Scotland: Musicals, Markets, and Memories – Part 3
Our London and Scotland trip blended investing, art, friendship, and father-son memories that made the journey unforgettable.
The Ability to Suffer – Part 2
One important quality great management must have is the ability to suffer, doing the right thing when everyone else is chasing easy gains.
The Ability to Suffer – Part 2 – Ep 268
One important quality great management must have is the ability to suffer, doing the right thing when everyone else is chasing easy gains.
The Art of Rational Irrationality – Part 1
I visited Rolex stores and drank gin and tonics for research. What Rolex and Fever Tree taught me about quality, patience, and irrational excellence in investing.
The Art of Rational Irrationality – Part 1 – Ep 267
I explore what Rolex’s lasting value and Fever Tree’s stock reveal about quality, patience, and playing the long game in business and investing.
My Article in The Wall Street Journal – Ep 266
When I had the chance to tour an Amazon fulfillment center in Denver, I jumped at the opportunity. What I found was both more remarkable and more unsettling than I had imagined.
My Article in The Wall Street Journal
When I had the chance to tour an Amazon fulfillment center in Denver, I jumped at the opportunity. What I found was both more remarkable and more unsettling than I had imagined.
Why Smart Investors Should Sit Out the AI Arms Race
The hype around investing in AI feels real, but like every revolution, it’s easy to forget that not every gold rush makes its miners rich.
Why Smart Investors Should Sit Out the AI Arms Race – Ep 265
The hype around investing in AI feels real, but like every revolution, it’s easy to forget that not every gold rush makes its miners rich.
Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5)
At HII’s shipyard, I saw how cost-plus capitalism shapes naval shipbuilding: scarce automation, labor shortages, and incentives that reward rising costs.
Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) – Ep 264
At HII’s shipyard, I saw how cost-plus capitalism shapes naval shipbuilding: scarce automation, labor shortages, and incentives that reward rising costs.
Why We Bought Aker BP: A Technology-First Oil Company (Part 4)
I stumbled on Aker BP completely by accident. I knew the Lundins had sold Lundin Energy to Aker BP (a Norwegian oil company) and were large shareholders, but I’d never looked at the stock.
Why We Bought Aker BP: A Technology-First Oil Company (Part 4) – Ep 263
I knew the Lundins had sold Lundin Energy to Aker BP (a Norwegian oil company) and were large shareholders, but I’d never looked at the stock.
Charlie Kirk and the Cost of Courage – Ep 262
When Charlie Kirk invited me onto his show, I hesitated. I knew little about him and had heard mixed opinions. Out of curiosity, I watched a few episodes. What I saw was a man I often disagreed with—but also someone earnestly searching for truth, and willing to listen with respect.
The Client Who Changed How I Invest
Warren Buffett said that when he writes his annual report, he thinks of his sister Susan and writes as if ...
The Dichotomy of Control
The Dichotomy of Control sounds extremely simple, but it's incredibly powerful and it's very difficult to actually execute it in daily life. And it's basically says this.
The Key To a Good Life: Having Good Problems
What are the good problems? It's very difficult to have a meaningful life and not be solving good problems.
