Stock Analysis
What Fiddler on the Roof has to do with Value Investing
My interview with Forbes' John Dobosz on what value investing and Fiddler on the Roof have in common.
Interview with Adviser Perspectives
To paraphrase Nassim Taleb, "Giving interviews is the art of repeating oneself without anyone noticing." With the new book out, I have the pleasure and the opportunity to perfect that art.
My 10 Favorite/Important Articles from 2010
Here are my 10 most favorite/important articles from 2010, all of them are still relevant today.
Interview with Manual of Ideas
Exclusive Interview with Vitaliy Katsenelson, CIO of Investment Management Associates and Author of The Little Book of Sideways Markets.
I had in depth audio interview with Jim Puplava
I had a pleasure of being interviewed by Jim Puplava, it is a lengthy and in depth interview about The Little Book of Sideways Markets.
David Rosenberg and Barron’s
David Rosenberg, ex-Chief Economist with Merrill Lynch, now with Gluskin Sheff, kindly mentioned my book in his research on Monday.
The Little Book of Sideways Markets is Out!
The Little Book of Sideways Markets is officially out. It was a fun and interesting project. I took Active Value Investing, completely rewrote the first half of the book.
On CNBC: Winning in Sideways Markets
A new little book is threatening to turn all that sage advice on its head. Vitaliy Katsenelson’s “The Little Book of Sideways Markets.”
Barron’s Is Wrong On Medtronic
Barron’s its article on Medtronic is wrong! Here are some arguments the Barron’s article made that require my rebuttal.
Microsoft Debt Issuance Makes Zero Economic Sense
Microsoft will use the sales proceeds to repay short-term debt. If it was any other company I’d ignore this headline as a daily noise as this kind of things happens all the time.
Investing in Range-Bound Markets
Here is my article on range-bound markets in NAPFA magazine: Investing in Range-Bound Markets by Vitaliy N. Katsenelson (published in ...
See You In Omaha and More Random than Usual Thoughts
It’s time for the annual trip to Omaha. For many, it’s a worshipful pilgrimage, as they hang on every word coming out of the Oracle’s mouth as the Gospel of Eternal Truth.
A Few thoughts on the Burlington acquisition
I get a feeling that Buffett has been canonized into a value investor saint – investors and the media worship the ground he walks on and the air he breathes.
Speaking, Travel and See you in Omaha
I’ll be giving a talk about Active Value Investing to the Bermuda CFA Society on February 11th. On the way to Bermuda my wife and I will spend three days in NYC.
Even Capitalist Pigs Should Love Bank Regulation
I am a Capitalist Pig, and proud of it, thus you would not expect me to support government interference and more strenuous regulation of financial institutions – after all, capitalism (free markets) and tight regulation don't mix well.
Chinese Quest for Shortcut to Greatness
The Chinese economy must be getting out of control, because the Chinese government is doing the unthinkable: It is desperately trying to put the brakes on the economy.
The case for Pfizer
I understand why investors don’t want to own Pfizer (PFE); there is little excitement in the stock.
Welcome to Another Lost Decade
The stock market’s performance over the next decade will be very similar to the one since 2000: the WSJ appropriately named it “the lost decade.”
Barron’s: Economic Steroids Are Toxic, Too
The global economy is like a marathon runner who ran too hard and hurt himself. This runner has been injected with some industrial-quality steroids
China vs. the World
Investors have a healthy distrust, and rightly so, of governments running banks in the US and UK, but for a very strange reason are comfortable with the Chinese government wheeling and dealing with Chinese banks.
Q&A with FT:Investing in Range-Bound Markets
In the bull market that preceded the collapse of Lehman Brothers and the ensuing financial crisis, equity valuations reached some very frothy levels.
