Vitaliy Katsenelson
Breakfast in Omaha Meeting 2024 – Session Two
This year I hosted my readers for breakfast in Omaha. This is session two of the this year's meeting.
What If You Had To Do It Over Again? – Conversations with Vitaliy – Ep 41
What If You Had To Do It Over Again? - Conversations with Vitaliy - Episode 41
Breakfast in Omaha Meeting 2024 – Session One
In 2022, I started a new tradition, and so this year too I hosted my readers for breakfast in Omaha.
You Are Missing This Skill – Conversations with Vitaliy – Ep 40
You Are Missing This Skill - Conversations with Vitaliy - Episode 40
Rediscovering the Essence of the Berkshire Hathaway Annual Meeting
When in the past I described my trip to the Berkshire Hathaway annual meeting to others, I often found that I contradicted myself.
You Can’t Be Good at Investing Without Knowing This – Conversations with Vitaliy – Ep 39
You Can't Be Good at Investing Without Knowing This - Conversations with Vitaliy - Episode 39
3 Minute Crash Course in Failure
At the very deepest point of pain you have to embrace this and say: What can I learn from this?
The Benefits of Lifetime Learning
I have three kids. My middle one, her name is Hannah, she's 18 years old. She came to me and said, "Dad, you stopped learning."
Dad, You Are Not Growing! (Embracing Vulnerability) – Ep 220
Dad, you are not growing. You’ve stopped learning new things. You used to have new, creative ideas.
Take Control of Your Life – Conversations with Vitaliy – Ep 38
Take Control of Your Life - Conversations with Vitaliy - Episode 38
Stand For Something in Life – Conversations with Vitaliy – Ep 37
Stand For Something in Life - Conversations with Vitaliy - Episode 37
Dad, You Are Not Growing! (Embracing Vulnerability)
Dad, you are not growing. You’ve stopped learning new things. You used to have new, creative ideas. Lately you were just improving things that are familiar to you.
Hedging The Portfolio With Weapons Of Mass Destruction – Ep 219
Uber's business is doing extremely well. It has reached escape velocity – the company's expenses have grown.
Hedging the Portfolio with Weapons of Mass Destruction
Uber's business is doing extremely well. It has reached escape velocity – the company's expenses have grown at a slow rate while its revenues are growing at 22% a year.
Skin in the Game vs Soul in the Game – Conversations with Vitaliy – Ep 36
Skin in the Game vs Soul in the Game - Conversations with Vitaliy - Episode 36
Cable Stocks Keep Getting Punched In The Mouth – Ep 218
Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio. Read my full article about AI here: 📩 Join 86,000+ readers on...
From Twinkies to Rolexes (IMA Client Dinner 2024 Video)
Once a year, we host what the IMA team gently calls “client appreciation week.” This week is very special to me, as I get to meet people who have entrusted their life savings to us.
The Right Way To Think
If you try to figure out not what they think, but how they think, then you will learn to fish not just get the fish.
How will AI Change Investing? – Conversations with Vitaliy – Ep 35
AI is changing the way we live our life, and investing is no different. Here is how AI will change investing in my eyes. Read my full article about AI here: 📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the...
No Shortcuts To Greatness: The Path To Successful Investing – Ep 217
One of my principles in life is to have a net positive impact on the people I touch. If every single stock I discussed only went straight up, I wouldn't have to worry about it. But this is not how life works. 📩 Join 86,000+ readers on my weekly...
Cable Stocks Keep Getting Punched in the Mouth
Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio.
