Vitaliy Katsenelson

Warsaw Concerto

Warsaw Concerto

Today I wanted to share with you the Warsaw Concerto, a piano concerto in one movement written by British composer Richard Addinsell for the 1941 film Dangerous Moonlight.

Homophobic Arbitrage

Homophobic Arbitrage

A few years ago I went to a conference in South Beach. I had never stayed in a gay hotel before. I was not quite sure what the expectations were of guests.

How I Bought the Internet — and You Can Too

How I Bought the Internet — and You Can Too

A few months ago my firm bought the Internet. Let me explain: When people think about the Internet, they imagine an enormous network of millions of servers.

Musical Note: Tchaikovsky Symphony No. 4

Tchaikovsky Symphony No. 6

A good friend asked me if I thought Tchaikovsky was overrated or underappreciated. A few years ago I probably would have said overrated; now I say both.

My Russian Book

My Russian Book

I really wanted my book to be published in Russian. There were a few reasons, but the most important one was that I wanted my father to read it.

Additional Thoughts on The Fed Model and Profit Margins

Additional Thoughts on The Fed Model and Profit Margins

The Fed Model is extremely important, because I vividly remember how low interest rates and the Fed Model were used as propaganda tool.

The Not-So-Big Picture on Financial Models

The Not-So-Big Picture on Financial Models

Rarely do I disagree with fellow investor and financial blogger Barry Ritholtz, but the time has finally come. Last week Barry wrote a column for Bloomberg View.

Practitioners, Prognosticators and Portfolio Pain

Practitioners, Prognosticators and Portfolio Pain

I spend a lot of time looking for new stocks, either by screen or by reading or talking to other value investors. We are all having a hard time finding many stocks of interest.

A Few Simple Rules For Money Managers

A Few Simple Rules For Money Managers

As a parent the hardest thing to do is not to be a hypocrite. You tell your kids to do one thing – the right thing – but you don’t stick to your own advice.

Mahler - Symphony No. 5

Mahler – Symphony No. 5

Today I want to point you to a piece by the Austrian Jewish composer Gustav Mahler, whose music I learned to love only recently.

Qualcomm’s Competitive Advantages Are Too Numerous to Ignore

Qualcomm’s Competitive Advantages Are Too Numerous to Ignore

When we stumbled on Qualcomm, we could not believe what we saw. The San Diego–based chipmaker should double its earnings over the next four years.

Nelson Mandela

Nelson Mandela

Nelson Mandela’s passing last week made me want to share some thoughts about him. I visited South Africa twice over the last five years.

Electronic Arts – Revenge of the Nerd

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

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

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

Interview with The Disciplined Investor Podcast

I was a guest on Andrew Horowitz's the Disciplined Investor podcast.

Stansberry Radio With Dr. David Eifrig

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

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?

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.

Musical Note: Tchaikovsky Symphony No. 4

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

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.