Home » Articles » The Intellectual Investor Podcast » Science Fiction Stock Analysis – Conversations with Vitaliy – Ep 48

Science Fiction Stock Analysis – Conversations with Vitaliy – Ep 48

July 30, 2024

0 comments

AUTHOR:

Vitaliy Katsenelson

Science Fiction Stock Analysis - Conversations with Vitaliy - Episode 48

📩 Join 89,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/

📚 Get my books:

Soul in the Game – https://amzn.to/43CF73v

The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ

Active Value Investing – https://amzn.to/3u8zn3A

WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.

Enjoyed this read?

Share it with someone who’d love it too!

Facebook Tweet LinkedIn Email

New to investing?

Explore these valuable guides to get started.

Value Investing
Student
Curriculum

The 6
Commandments
of Value
Investing

Letter to
a Young
Investor

April 23, 2026

Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value – Ep 288

📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/sign-up/ 📚 Get my books: Soul in the Game ... Read more

April 16, 2026

Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth – Episode 287

There is an unspoken conflict between Americans and Europeans. Europeans accuse Americans of being stuck in the rat race. Americans look at Europeans, see them sipping their espressos for two hours a day and reading newspapers, and call them lazy.

April 9, 2026

Uber and Self-Driving Cars: The Utilization Problem Nobody Talks About – Ep 286

I took a Waymo with my colleague Cyrus. We were genuinely impressed. It was a seamless experience. Uber is dead, long live Waymo? Not So Fast.

April 2, 2026

What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio – Ep 285

The future feels less predictable because the range of possible outcomes has expanded. Here is my best attempt to think through that reality with humility, and why you should let me do the worrying for both of us.