https://traffic.libsyn.com/secure/intellectualinvestor/Ep_218_-_Cable_Stocks_v1_2024-04-16.mp3 Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio. Read my full article about AI here: https://investor.fm/my-thoughts-on-ai/ ? Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/ ? Get my books: Soul in the Game – https://amzn.to/47uaIF8  The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ  Active Value Investing – https ..read more

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_35_-_How_will_AI_change_investing_.mp3 AI is changing the way we live our life, and investing is no different. Here is how AI will change investing in my eyes. Read my full article about AI here: https://investor.fm/my-thoughts-on-ai/ ? Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/ ? Get my books: Soul in the Game – https://amzn.to/47uaIF8  The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ  Active Value Investing – https://amzn.to/3u8zn3A My Key Links ? My website/blog – https://i ..read more

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_34_-_Construct_the_Optimal_Portfolio.mp3 A reader of mine recently asked me how I would construct the optimal portfolio. Here is how I would do it.  ? Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/ ? Get my books: Soul in the Game – https://amzn.to/47uaIF8  The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ  Active Value Investing – https://amzn.to/3u8zn3A My Key Links ? My website/blog – https://investor.fm/ ? Business Website – https://imausa.com/ ? Twitter – https://twi ..read more

https://traffic.libsyn.com/secure/intellectualinvestor/4_Mental_Models_To_Change_Your_Thinking.mp3 Here are 4 Mental Models That Will Change Your Life: ????????? ???????? (???????? ?? ??????? ??????) ????????? ?? ??????? ????? ??. ??????? ????? ?????????? ???????? (??????? ???? ???? ????) ? Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/ ? Get my books: Soul in the Game – https://amzn.to/47uaIF8  The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ  Active Value Investing – https://amzn.to/3u8zn3A My Key Links ? My website/blog – https://in ..read more

https://traffic.libsyn.com/secure/intellectualinvestor/Why_the_Survival_and_Dominance_of_Car_Manufacturers_is_Far_from_Certain_v1_2024-03-17.mp3 Today EV sales account for a tiny rounding error of total global car sales. Can traditional automobile companies successfully transition to making EVs? ? Join 86,000+ readers on my weekly email newsletter: https://investor.fm/signup-for-articles/ ? GET MY BOOKS Soul in the Game – https://amzn.to/47uaIF8  The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ  Active Value Investing – https://amzn.to/3u8zn3A MY KEY LINKS ? My website/b ..read more

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_32_-_Will_Your_Kids_Remember_You_.mp3 ? Join 86,000+ readers on my weekly email newsletter: https://investor.fm/signup-for-articles/ ? Get my books: Soul in the Game – https://amzn.to/47uaIF8  The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ  Active Value Investing – https://amzn.to/3u8zn3A My Key Links ? My website/blog – https://investor.fm/ ? Business Website – https://imausa.com/ ? Twitter – https://twitter.com/vitaliyk ? LinkedIn- https://www.linkedin.com/in/katsenelson/ ? Youtube – https://www.youtube.c ..read more

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_214_-_Expanding_Perspectives_Through_Travel_-_From_Spain_to_the_UK_v1_2024-03-17.mp3 My brother Alex, my son Jonah, and I went to a conference in Switzerland. We saw this as an opportunity to turn the bookends of the trip into a small European vacation. ? Join 86,000+ readers on my weekly email newsletter: https://investor.fm/signup-for-articles/ ? GET MY BOOKS Soul in the Game – https://amzn.to/47uaIF8  The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ  Active Value Investing – https://amzn.to/3u8zn3A MY KEY LINKS ..read more

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_31_-_This_Advice_Will_Rewire_Your_Brain.mp3 ? Join 86,000+ readers on my weekly email newsletter: https://investor.fm/signup-for-articles/ ? Get my books: Soul in the Game – https://amzn.to/47uaIF8  The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ  Active Value Investing – https://amzn.to/3u8zn3A My Key Links ? My website/blog – https://investor.fm/ ? Business Website – https://imausa.com/ ? Twitter – https://twitter.com/vitaliyk ? LinkedIn- https://www.linkedin.com/in/katsenelson/ ? Youtube – https://www.you ..read more

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_29_-_Stoic_Tools_to_Become_a_Great_Investor.mp3 Use these stoic tools to become a great investor. ? Join 85,000+ readers on my weekly email newsletter: https://investor.fm/signup-for-articles/ ? Get my books: Soul in the Game – https://amzn.to/47uaIF8  The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ  Active Value Investing – https://amzn.to/3u8zn3A My Key Links ? My website/blog – https://investor.fm/ ? Business Website – https://imausa.com/ ? Twitter – https://twitter.com/vitaliyk ? LinkedIn- https://www.li ..read more

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_28_-_How_To_Invest_Your_First_100_in_Under_2_Minutes.mp3 ? Join 85,000+ readers on my weekly email newsletter: https://investor.fm/signup-for-articles/ ? GET MY BOOKS Soul in the Game – https://amzn.to/47uaIF8  The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ  Active Value Investing – https://amzn.to/3u8zn3A MY KEY LINKS ? My website/blog – https://investor.fm/ ? Business Website – https://imausa.com/ ? Twitter – https://twitter.com/vitaliyk ? LinkedIn- https://www.linkedin.com/in/katsenelson/ ? Youtube – htt ..read more