Vitaliy Katsenelson
The Eclectic Value Investor – Ep 229
How do I describe myself as an investor? This question provides an opportunity to delve into what I mean by being an “eclectic value investor with a slight touch of dogmatism.” It’s a comprehensive look at our investment philosophy and approach.
The AI Revolution – Ep 228
The discussion of AI quickly falls into a domain bordering on Sci-Fi. My thoughts here are only marginally shaped by scientific facts.
The EV Industry Landscape – Ep 227
I will discuss investments in the EV industry, spurred by the following question from a client.
The EV Industry Landscape
As a part of a summer letter to IMA clients, I will discuss investments in the EV industry, spurred by the following question from a client.
Understanding Today’s Economic Landscape – Ep 226
Interest rates that stay low and actually keep declining for almost a quarter of a century slowly propagate deep into the fabric of the economy.
Lessons from History’s Technology Booms – Ep 225
The technology at the core of the mania is different every time. What doesn't change over time is human emotion .
Lessons from History’s Technology Booms
The technology at the core of the mania is different every time. What doesn't change over time is human emotion – the fear of missing out and then the fear of loss.
Science Fiction Stock Analysis – Conversations with Vitaliy – Ep 48
Science Fiction Stock Analysis - Conversations with Vitaliy - Episode 48
The Magnificent 7 and the Dangers of Market Hype
Despite the S&P 500 showing gains in the mid-teens, the average stock on the market is either up slightly or flat for the year.
The Magnificent 7 and the Dangers of Market Hype – Ep 224
The average stock on the market is either up slightly or flat for the year. Most of the gains in the index came from the Magnificent 7 stocks
What Makes for a Great Investor? – Conversations with Vitaliy – Ep 47
What Makes for a Great Investor? - Conversations with Vitaliy - Episode 47
Understanding Today’s Economic Landscape
Interest rates that stay low and actually keep declining for almost a quarter of a century slowly propagate deep into the fabric of the economy.
The Right Way To Think – Conversations with Vitaliy – Ep 46
The Right Way To Think - Conversations with Vitaliy - Episode 46
From Bull to Sideways Markets to Nvidia
I discussed my condensed views on the stock market, economy, and our investment strategy in a letter to IMA clients.
Benefits of Travel- Conversations with Vitaliy – Ep 45
Benefits of Travel- Conversations with Vitaliy - Episode 45
Traditions, Investment Conferences and Presentations
Investment conferences are the constants in my life. This year, we heard 24 presentations in three days at VALUEx Vail.
Breakfast in Omaha Meeting 2024 – Session Three
This year I hosted my readers for breakfast in Omaha. This is session two of the this year's meeting.
The Slippery Slope Of Student Loan Forgiveness – Edition 2024 – Ep 223
My daughter Hannah was just accepted to University of Denver. She might take out student loans. Why wouldn’t she?
Crash Course in Failure – Conversations with Vitaliy – Ep 43
Crash Course in Failure - Conversations with Vitaliy - Episode 43
30 Years in America – Edition 2024 – Ep 222
On the 30th Anniversary of my family's arrival in the United States from Soviet Russia, I reflect on my time here. After recounting the hard early days in a new country when I was "fresh off the boat", I offer perspective on how America has changed since I arrived. What I see now is, in some ways, more troubling than what I found all those years ago as a new immigrant.
The Slippery Slope of Student Loan Forgiveness – Edition 2024
My daughter Hannah was just accepted to University of Denver. She might take out student loans. Why wouldn’t she?
