Vitaliy Katsenelson
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.
How HP Can Navigate the Information Superhighway
Когда Hewlett-Packard Co. обсуждается в средствах массовой информации, она изображается как компьютерная компания.
No Kodak Moment for Hewlett-Packard
After the shares of Hewlett-Packard Co. had been halved from about $48 earlier that year, I made a case for the stock.
Musical Note: Tchaikovsky Symphony No. 4
When my father talks about classical music you’ll never hear him
Musical Note: La Traviata (Netrebko)
In today’s musical note I want to share with you one of the most popular operas of our time: La Traviata.
Michael Dell, Who’s Your Daddy?
Michael Dell should ask himself: "Who is my daddy?" His current daddy makes it impossible for him to transform Dell from a PC maker into a technology services company.
VALUEx Vail 2013
The Third Annual VALUEx Vail will be held in Vail, Colorado, June 19th through 21nd (Wednesday – Friday)
Buffett Buying Heinz – Not As Expensive as Appears
Berkshire Hathaway buying Heinz is unlike any deal Buffett has ever done. In his past deals he was always a passive owner.
Eugen D’Albert Piano Concertos
I’ve stumbled on Eugen D’Albert maybe fifteen years ago or so. I was shocked how good his music was and unknown he was.
How Much Would You Pay for the Apple Ecosystem?
Apple’s ecosystem is an important and durable competitive advantage; it creates a tangible switching cost after Apple has locked you into the i-ecosystem.
Understanding Apple Requires an Analysis of Fundamentals and Psychology
What makes Apple stock difficult to own is psychology. The company’s success since 2000 is a black swan.
Musical Note: Moszkowski Piano Concerto in E Minor
I want to share with you the Piano Concerto in E minor by Moritz Moszkowski, German-Jewish composer born in Breslau, Prussia.
Super Bowl is a Tradition
My partner at IMA, Michael Conn, is a college football fanatic. He went to CU Boulder and has been a CU Buffs season-ticket holder for 40 years.
Looking for “Herbal” in Herbalife
Months before the recent Sturm und Drang surrounding nutritional-supplement maker Herbalife, my firm took a long, hard look at the company.
On Y! Breakout – Apple (not yet)
I was on Yahoo! Breakout with terrific Jeff Macke discussing Apple ….
Bargain Hunting at J.C. Penney
J.C. Penney Co. is a classic short-term pain arbitrage stock. There is a lot of uncertainty about what the retailer’s sales will do in the near future.
