Stock Analysis
Practitioners, Prognosticators and Portfolio Pain
“Asphyxiation is a condition in which the body doesn’t receive enough oxygen.” That’s how I started my last column, in ...
A Few Simple Rules For Money Managers
As a parent the hardest thing to do is not to be a hypocrite. You tell your kids to do ...
Qualcomm’s Competitive Advantages Are Too Numerous to Ignore
Asphyxiation is a condition in which the body doesn’t receive enough oxygen. A common side effect of asphyxiation is death. ...
The Blessing of a Declining Stock Price
After I told my father what I am about to tell you, he called me a charlatan.
What I Learned from the J.C. Penney Fiasco
In this article I would like to put salt in the open wound and talk about what I learned from the J.C. Penney fiasco.
Interview with The Disciplined Investor Podcast
I was a guest on Andrew Horowitz’s the Disciplined Investor podcast. Listen to it here Guest: Vitaliy Katsenelson discusses ...
Stansberry Radio With Dr. David Eifrig
I was interviewed by Dr. David Eifrig on Stansberry Radio (to listen, click here): Vitaliy is a bestselling author of “The ...
How to Capitalize on the Bakken Oil Boom
Stocks in the refining industry never really attracted us in the past. They were usually highly leveraged, barely earning a ...
Time to Buy Former Retailing Darling Tesco
Analyzing a company is like putting together a jigsaw puzzle that you bought at a garage sale — some pieces ...
Germany, Europe and Mother Russia – Excerpts from VALUEx Vail
I always look forward to Hendrik Leber’s presentations. Hendrik runs a value investment fund named Acatis Investment out of Frankfurt, but ...
The Process – from VALUEx Vail
Investing is a peculiar industry because randomness is so deeply embedded in everything we do. I am always fascinated by ...
Why Investors Hate Apple — and Are Dead Wrong
In this article I don’t discuss Apple’s valuation, balance sheet, or financials. I covered these topics in great detail in ...
Nokia Deal Could Mark the Last Chapter for Microsoft
Microsoft needs a new CEO who is an outsider and not entangled in internal politics. It is in desperate need of a Lou Gerstner-like leader
Ben Bernanke: Buy One Suit, Get Three Free
Linear thinking is dangerous. It is the easiest form of reasoning, lying on the path of least resistance. The simpler the path, the more readily people will march along it.
Canada’s China Problem Is Greater than Its Housing Problem
I keep hearing that Canada is in the midst of its own real estate bubble, and I wonder if our northern neighbor will have its own banking crisis soon.
Jim Chanos and the Commodities Supercycle at Valuex Vail
This year James Chanos gave the Valuex Vail attendees an update on the Chinese bubble: It is alive and kicking. Jim estimates that Chinese spending on residential construction is currently running at 20 percent of GDP.
Jesse Livermore: Parallels Between 1920s and Today
There are lot of similarities between the 1920s and today. In fact Livermore’s quote says it all: “There is never anything new on Wall Street, because speculation is as old as the hills.” Jon talked about how the 1924-1929 bull market was rigged by stock manipulators.
Valuex Vail: Coming at Shale Oil from a Different Angle
The U.S. oil market, which is going through one of its largest transformations in decades. In fact, watching this market is like watching the invisible hand of a maestro conduct a gigantic orchestra within the constraints imposed by various laws and regulations.
Deep Thoughts from the Valuex Vail Conference
In the four articles to come, I’ll share my detailed thoughts from the conference. (There is no way for me to cover every presentation; therefore I’ll focus on the ones that twitched my writing muse.
Presentations from VALUEx Vail 2013
I’ve written a series of five articles sharing my thoughts from the VALUEx Vail conference. They will be published over ...
Finding Investment Value Outside the U.S.
When I sit down to write an article, I battle with two emotions. First, there is fear: Despite having penned hundreds ...
