The Intellectual Investor
962 FOLLOWERS
How would a value investor like Warren Buffett look at today's crazy markets? What stocks would he buy? And what would he say about today's much-loved or much-hated companies? Featured in Financial Times, Fortune, Barron's, Business Insider, MarketWatch, and many others, Vitaliy Katsenelson's often contrarian articles on value investing, classical music, and life in general..
The Intellectual Investor
2d ago
https://traffic.libsyn.com/secure/intellectualinvestor/Ep_36_-_Skin_in_The_Game_vs_Soul_in_The_Game.mp3
If you want to learn more about Soul in the Game, you can a copy of my book here: https://amzn.to/43CF73v
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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
My Key Links
? My website/blog – https://investor.fm/
? Business Website – https://imausa.com/
? Twitter – https://twitte ..read more
The Intellectual Investor
6d ago
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
The Intellectual Investor
1w ago
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
The Intellectual Investor
2w ago
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.
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? 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
The Intellectual Investor
3w ago
https://traffic.libsyn.com/secure/intellectualinvestor/4_Mental_Models_To_Change_Your_Thinking.mp3
Here are 4 Mental Models That Will Change Your Life:
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? 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
The Intellectual Investor
1M ago
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?
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? 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
The Intellectual Investor
1M ago
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
The Intellectual Investor
1M ago
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
The Intellectual Investor
1M ago
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
The Intellectual Investor
1M ago
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