The Paranoid Russian Jew Approach to Investing – Ep 250

When asked about his money manager, our long-term client Ed, who became a dear friend, proudly stated, “My money is managed by a paranoid Russian Jew.” This perfectly sums up our approach to investing.

The Paranoid Russian Jew Approach to Investing - Ep 250

📩 Join 94,000+ readers on my FREE 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!

New to investing?

Explore these valuable guides to get started.

Related Articles

What the Iran War Reveals About the Dollar, Gold, and the End of US Exceptionalism – Ep 289

📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/sign-up/ Trump’s call for a bitcoin strategic reserve is ... Read more

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

At IMA, we deal with prospective clients who have a short-term time horizon very differently. We do what I call "reverse marketing." I write articles, people read them, and when they get interested in our services, they download our brochure and reach out to us.

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.

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.

Leave a Comment