Client Dinners - The Intellectual Investor - Value Investing by Vitaliy Katsenelson

IMA Annual Client Meetings

Do we see investment opportunities in transportation infrastructure such as aggregates, cement, steel, etc.?
Will the US dollar remain the global reserve currency? Are there other currencies you expect to increase in value?
Are we looking at any Israeli companies, especially those dependent on Red Sea shipping?
Do we think there’s a possibility that interest rates will drop? Is there a succession plan for IMA?
Do we forsee manufacturing jobs coming back to the US due to Trump’s tariff plan?
How do we make your decisions to sell stocks?
How do we think about the Liberty media debts in regard to our QVC position?
Have we looked at alternative energy as a possible investment?
How is IMA integrating AI into the company?
Are we going to position against the S&P 500 going down?
Is it too early to get involved in quantam computing?
Why have we never shorted a stock?

What will happen to our portfolio and the stock market if Biden or Trump is elected
Why I should not travel to London
Why our portfolios are full of Twinkies and cockroaches
My fascination with the luxury watch industry
What will make the US stop running huge budget deficits
How derivatives can help reduce risk in your portfolio
The impact of EV adoption on our investments in oil and natural gas
Our buying process
Why melting ice cubes could be a good investment
Whether the US dollar will remain the global reserve currency
Why overnight success sometimes takes years
Our thoughts on the cable and tobacco industries.