Vitaliy Katsenelson
Jim Chanos and the Commodities Supercycle at Valuex Vail
This year James Chanos gave the Valuex Vail attendees an update on the Chinese bubble: It is alive and kicking. Jim estimates that Chinese spending on residential construction is currently running at 20 percent of GDP.
Jesse Livermore: Parallels Between 1920s and Today
There are lot of similarities between the 1920s and today. In fact Livermore’s quote says it all: “There is never anything new on Wall Street, because speculation is as old as the hills.” Jon talked about how the 1924-1929 bull market was rigged by stock manipulators.
Franz Liszt’s Piano Concerto No. 1
As one of my favorite childhood memories, I remember walking home with my father on a sunny Sunday afternoon. I was maybe nine years old. There was the sound of classical music coming from the fourth-floor window of our apartment building.
Beethoven’s Triple Concerto
I wanted to share with you probably the most unique performance ever recorded: Beethoven’s Triple Concerto.
Valuex Vail: Coming at Shale Oil from a Different Angle
The U.S. oil market, which is going through one of its largest transformations in decades. In fact, watching this market is like watching the invisible hand of a maestro conduct a gigantic orchestra within the constraints imposed by various laws and regulations.
Deep Thoughts from the Valuex Vail Conference
Valuex Vail is over. The three days of this investing conference, which I organize, are probably the most stimulating three days of the year for me.
Presentations from VALUEx Vail 2013
I've written a series of five articles sharing my thoughts from the VALUEx Vail conference. They will be published over next few week on Institutional Investor.
Opera and I
When I was young there were a few things I could not understand – probably more than a few, but these stood out: why would anyone drink coffee or beer, since they both tasted awful; and why anyone willingly would listen to opera? My mother had a great voice and sang in a chorus, but I don’t remember my parents listening to opera at home.
Finding Investment Value Outside the U.S.
U.S. investors have been brainwashed into thinking that whenever we venture beyond our shores we take on more risk.
Are We There Yet?
Are we still in the grip of a treacherous sideways market, or we are now entering into a secular bull market?
Tweets from Warren Buffett’s Woodstock
Over the years, the beginning of May has turned into a wonderful tradition: a trip to Omaha to Buffett’s Berkshire Hathaway annual meeting.
Mea Culpa – Whistler Blackcomb
Our investment process is both qualitatively and quantitatively intensive. Throughout the course of a year we look at hundreds of companies.
Musical note: Adagio from the ballet Spartacus
Today I want to share with you an unbelievable piece: "Adagio,” from the ballet Spartacus, by Russian-Armenian composer Aram Khachaturian.
Whistler Blackcomb Beckons for Investors
I recently stumbled on another, no-less-intriguing ski resort: Whistler Blackcomb in British Columbia.
Skiing – My Story
One of my brightest childhood memories is of skiing. I spent my childhood in Murmansk, a port city up in northwest Russia.
Video: I Like Big Dividends and I Cannot Lie
This song was part of Vitaliy Katsenelson's presentation at the Value Investing Congress in Las Vegas in 2013. The theme of the presentation - I Like Big Dividends and I Cannot Lie.
I Like Big… and I Cannot Lie – Presentation
My presentation at Value Investing Congress in Las Vegas in 2013
See You in Omaha, Again!
Over the years the beginning of May has turned into a wonderful tradition: the trip to Omaha to Buffett’s Berkshire Hathaway annual meeting.
Finding Yield and Value in Dividend-Paying Stocks
If I were a dividend, I’d fire my press agent. I’d be jealous and feel neglected because stock prices get a lot more attention than they deserve.
Musical Note: Van Cliburn
I have known about Van Cliburn was since I was very little. He was about the only American that Russians did not hate but admired.
