Vitaliy Katsenelson
The Blessing of a Declining Stock Price
After I told my father what I am about to tell you, he called me a charlatan.
Wagner’s Lohengrin
I’ve been conflicted about listening to Wagner’s music for a long time. He was a raging anti-Semite and a horrible human being.
What I Learned from the J.C. Penney Fiasco
In this article I would like to put salt in the open wound and talk about what I learned from the J.C. Penney fiasco.
Interview with The Disciplined Investor Podcast
I was a guest on Andrew Horowitz's the Disciplined Investor podcast.
Stansberry Radio With Dr. David Eifrig
I was interviewed by Dr. David Eifrig on Stansberry Radio (to listen, click here):
How to Capitalize on the Bakken Oil Boom
Oil production in the Bakken Shale region of North Dakota has soared from 400,000 barrels (bbl) per day in 2011 to 1 million bbl per day in 2013.
How long does it take for a grown man to become Americanized?
December 4th will mark 22 years since my family arrived in the US. Among all of us, my stepmother was the only one who spoke American.
Tchaikovsky Violin Concerto
Just like Tchaikovsky’s piano concerto, this violin concerto became a tremendous success and is now among the most beloved violin concertos.
Tchaikovsky’s Piano Concerto No. 1
There is a great lesson from Tchaikovsky’s Piano Concerto Number 1. It was common to dedicate a piece of music to the musician whom you wanted to perform the music.
Tchaikovsky – Eugene Onegin
I’ll dedicate the next few musical notes to Peter Ilyich Tchaikovsky. I have always had a difficult relationship with his music.
Time to Buy Former Retailing Darling Tesco
I’ve been solving the puzzle of Tesco since Warren Buffett bought a stake in the grocer a few years back. The pieces I gathered piqued my interest.
Germany, Europe and Mother Russia – Excerpts from VALUEx Vail
I always look forward to Hendrik Leber's presentations. Hendrik runs a value investment fund named Acatis Investment out of Frankfurt, but he invests globally.
The Process – from VALUEx Vail
Investing is a peculiar industry because randomness is so deeply embedded in everything we do. I am always fascinated by the investment processes of other successful firms.
Why Investors Hate Apple — and Are Dead Wrong
In this article I don’t discuss Apple’s valuation, balance sheet, or financials. I covered these topics in great detail in these articles a few months ago.
Beethoven’s Piano Concerto Number 5
Today I want to share with you Beethoven’s Piano Concerto Number 5, also called the Emperor Concerto, performed by Rubenstein.
Nokia Deal Could Mark the Last Chapter for Microsoft
Microsoft needs a new CEO who is an outsider and not entangled in internal politics. It is in desperate need of a Lou Gerstner-like leader
Grieg Piano Concerto
Today I wanted to share with you the Piano Concerto in A Minor by Norwegian composer Edward Grieg, the only piano concerto he wrote.
Ben Bernanke: Buy One Suit, Get Three Free
Linear thinking is dangerous. It is the easiest form of reasoning, lying on the path of least resistance. The simpler the path, the more readily people will march along it.
Trip to Santa Fe and Some Thoughts on Apple
I am back from Santa Fe. My father, who turned 80 a few months ago, my son Jonah, and I drove from Denver to Pagosa Springs, spent a day there, and then drove to Santa Fe
La Traviata – Joan Southerland
Pavarotti needs no introduction, but Joan Sutherland, who passed away in 2010, is maybe less known to the younger generation.
Canada’s China Problem Is Greater than Its Housing Problem
I keep hearing that Canada is in the midst of its own real estate bubble, and I wonder if our northern neighbor will have its own banking crisis soon.
