Vitaliy Katsenelson
Will Gold Shine Again?
This article was originally called Will Gold Shine Again? It was excerpted from my book Active Value Investing and appeared in the Rocky Mountain News.
Denver Post Article: One step up, one step back
Denver Post wrote an article about my book Active Value Investing. The question that comes to mind - what am I doing reading my own book?
The Making of Capitalistic Pig I am Today
I spent my youth in Murmansk, a city in the northwest part of Russia. Murmansk owes its existence to the port that, due to the warm Gulf Stream, doesn’t freeze during the long winters, providing unique access to Russia from the north.
Russia’s Depressing Story
After 16 years of almost no contact with my Russian high school and college friends I stumbled on Odnoklassniki.ru, a website very similar to Classmates.com.
Joseph A. Banks – Another Quarter, Same Great Story
Jos A. Bank (JOSB) reported decent numbers yesterday: sales grew 10%. It's not a blow out number but a respectable number for this environment.
Citigroup – As Good As it Gets?
Who would have thought that an almighty Citigroup (C ) would be taking out a sub-prime no-income verification $7.5 billion convertible preferred loan from Abu Dhabi?
Interview With Vitaliy Katsenelson by Philip Durell and Bill Mann
In October, I had a great pleasure to be interviewed by two of my favorite Motley Fools: Philip Durell advisor to Motley Fool Inside Value newsletter and Bill Mann co-advisor to Motley Fool Hidden Gems newsletter.
Interviewed By George at Fat Pitch Financials
I was interviewed by George who runs Fat Pitch Financials and Value Investing News. George also reviewed my book.
Video Interview: Apple – Don’t Buy! Jackson Hewitt – Buy and my book
In this fund video interview with TheStreet.com I talk about why I don't think Apple (AAPL) is a buy, why I love Jackson Hewitt (JTX) and my book Active Value Investing.
Uncle Al
I like Alan Greenspan, despite writing a critical article about him. It is hard not to admire the guy.
What we’ve learned…
If we learned anything over the last couple of months it is that we don't know the second and third derivative of how badly things will play out.
Jackson Hewitt an Opportunity?
Soon after we purchased Jackson Hewitt (JTX), offices of one of their franchisees was raided by the U.S. Justice Department; the franchisee was accused of falsifying tax returns for thousands of taxpayers.
Time to Be Downbeat About Wal-Mart?
When I bought Wal-Mart (WMT) a bit more than a year ago, I wrote an article for Financial Times where I laid out my theses.
My Active Value Investing Book is out!
After a year and half, 2,000 hours of staring at my laptop, and much receded hairline, my book Active Value Investing (AVI): Making Money in Range-Bound Markets is done!
The Fed’s Irresponsible Move
The Federal Reserve under Mr. Greenspan’s leadership faced a tough decision in 2001. The post dot.com bubble had burst, the terrorist attacks followed and the economy was slipping into a recession.
Bad Decisions Were Ours
The housing bubble that was fueled by multidecade low interest rates priced many people out of their dream homes.
London is Expensive
I just came from a week-long trip in London. I got to tell you, London (and probably all Europe) is tremendously expensive.
First Marblehead – a Value But Not for Light Hearted
I've been a big fan of First Marblehead's (FMD) stock for couple months now, and it looks like an incredible value today, trading somewhere around 7-8 times earnings.
Anti-Social Investing
We live in the society where, to our detriment, being politically correct is often more important than being correct. So I am going to come out and make a politically incorrect statement - social investing is an oxymoron.
Navigating In “Interesting Times”
The Federal Reserve’s latest move was to encourage lending, not to stimulate borrowing. The Chinese curse comes to mind here – may you live in an interesting time.
Goodbye Moto, Hello Nokia!
It seems that Motorola (MOT) comes out with a good handset that everybody wants every five years or so. Considering that, we have a couple more years to go until the company will have another blockbuster handset again.
