Vitaliy Katsenelson
Apple – Not Saying Goodbye
I’ve written more articles about Apple than any other company we’ve ever owned. If I were to lie on Dr. ...
Now Apple must show what’s next after iPhone X
The iPhone X is likely to be a phenomenal success for Apple. But its success will not be driven by ...
Creative Process
I am back from CA and from my sabbatical. About the sabbatical. Two thirds of the new book is complete, ...
Here’s How Your Investments Can Survive a World of Trouble
Writing about the future of investing in the current global economic climate is an easy way to get depressed. After ...
This Rocky Stock Market Requires An All-Terrain Portfolio
The Importance of “I Don’t Know” The vast majority of U.S. stock gains in this long-running bull market are due ...
Random Thoughts on Apple
I wrote more articles about Apple than almost any other company over the last five years. For a long time ...
World Leaders Are Taking Investors Down A Dangerous Economic Path
Conditions for investors around the world are getting worse. Let’s start with Europe, the world’s second-largest economy. The European Union ...
New iPhones Are Not Enough
It is hard to find a bigger Apple stock cheerleader than me. I’ve been writing Apple stock love poems for years. For a ...
The World Is Becoming Desperate About Deflation
The Great Recession may be over, but eight years later we can still see the deep scars and unhealed wounds ...
Perspective
March 2017 My father is deeply plugged into the Russian-Jewish email superhighway. He probably receives a hundred emails a day ...
SoftBank’s Big Plan For A Smarter Internet Is Brilliant
Masayoshi Son doesn’t do anything small nor does he do things in a simple way. A few months ago SoftBank ...
Don’t Blame Amazon for The Ice Age in Retail
In my latest 2 minutes and 29 seconds of fame, I was on Fox Business discussing why Amazon should not ...
Why Amazon Will Not Kill This Business
Tesco is a great example of how one should be very careful judging a company’s fundamental performance by looking solely ...
It’s Not Just Amazon’s Fault
Retail stocks have been annihilated recently, despite the economy eking out growth. The fundamentals of the retail business look horrible: ...
The Warren Buffett & Charlie Munger Show
A friend told me that he doesn’t go to the Berkshire Hathaway annual meeting – or what is also known ...
Tuesdays With Morrie
As I get older I value relationships and friendships more and more. I recently read Tuesdays with Morrie for the second time, and ...
Good Companies Don’t Always Make Good Stocks
I was recently going through a new client’s portfolio and found it full of the likes of Coca-Cola, Kimberly-Clark and ...
Finding High-Quality Companies Today
While originally written in 2017, this article rings just as true today. We are having a hard time finding high-quality ...
What Not to Buy in Today’s Stock Market
I originally wrote this piece in 2017, but it continues to be relevant to this day. If you are overcome ...
Little Moments, or How to Give a Great Speech
May 2017 I was supposed to give a presentation at the GuruFocus conference in Omaha, a day before Berkshire Hathaway ...
How To Stay Rational In the Irrational World
We only intended to share that presentation publicly for a few weeks and already removed it. However, we encourage you to subscribe ...
