Vitaliy Katsenelson
30 Years in America – Edition 2024
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 Right Way To Think – Conversations with Vitaliy – Ep 42
The Right Way To Think - Conversations with Vitaliy - Episode 42
Rediscovering the Essence of the Berkshire Hathaway Annual Meeting – Ep 221
When in the past I described my trip to the Berkshire Hathaway annual meeting to others, I found that I contradicted myself.
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.
