The Intellectual Investor by Vitaliy Katsenelson

“The new Benjamin Graham is Vitaliy Katsenelson”

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Investing

Hedging the Portfolio with Weapons of Mass Destruction

Hedging the Portfolio with Weapons of Mass Destruction

Uber’s business is doing extremely well. It has reached escape velocity – the company’s expenses have grown at a slow rate while its revenues are growing at 22% a year.

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2024 IMA Annual Client Meetings

From Twinkies to Rolexes (IMA Client Dinner 2024 Video)

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Cable Stocks Keep Getting Punched in the Mouth

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My Appearance on John Oliver’s Last Week Tonight (Kind of)

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No Shortcuts to Greatness The Path to Successful Investing

No Shortcuts to Greatness: The Path to Successful Investing

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Investing in a New Era of Global Tensions

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Popular Articles

The Stock Market, The Economy, Possible Outcomes, How to Invest

This is part one of the winter seasonal letter I wrote to IMA clients, sharing my thoughts about the economy and the market. I tried something I’ve never done before. Instead of conveying my message through storytelling, I tried to compress my thoughts into short sentences…
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Chess Saga Continues

Chess Saga Continues

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The Real Country of Contrasts: Our Unforgettable Trip to India

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IMA is not for everyone. I’m fine with that!

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Why Value Investing Requires Thoughtful Arrogance

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How Stoicism Can Help You Have Soul in the Game

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Author

Vitaliy Katsenelson

Vitaliy
Katsenelson

Author and
value investor

Vitaliy Katsenelson is the CEO of IMA, award-winning writer, author of Active Value Investing, The Little Book of Sideways Markets,  his latest book, Soul in the Game: The Art of a Meaningful Life, and a student of life.

Vitaliys Article Almanac 2023

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Raj B.

Your approach is unique and thinking is fresh.

Delia A.

Thank you so much for your always powerful words.

Tim D.

I only recently began to read your words of wisdom, but I am enjoying them immensely.

Brandon H.

I have enjoyed your perspectives and outlooks immensely. I read each email and take your advice to heart.

Maksim D.

I just wanted to say I have been reading you religiously…the amount of knowledge you deliver in every article is insane.

Mitch K.

Brilliant insights. Thanks for your art and craft of writing.

Jean-Paul L.

Thank you for sharing these great articles…Reading your article has become part of my Thursday routine.

Music

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Life & Philosophy

Rediscovering the Essence of the Berkshire Hathaway Annual Meeting

Rediscovering the Essence of the Berkshire Hathaway Annual Meeting

When in the past I described my trip to the Berkshire Hathaway annual meeting to others, I often found that I contradicted myself.

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Dad You Are Not Growing! (Embracing Vulnerability)

Dad, You Are Not Growing! (Embracing Vulnerability)

Dad, you are not growing. You’ve stopped learning new things. You used to have new, creative ideas. Lately you were just improving things that are familiar to you.

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Data Driven Hiring

Data Driven Hiring

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Expanding Perspectives Through Travel – From Spain to the UK

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Antisemitism and Wokeness Threaten the Future of Israel and America 

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Vitaliy's Article Almanac

Article Almanac 2023

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Videos

3 Minute Crash Course in Failure

3 Minute Crash Course in Failure

Pain goes through a cycle, it never stays at very high level forever, it subsides. At the very deepest point of pain, if you start thinking about it, yes I know intellectually at some point it’s gonna go away. This is when you have to embrace this and say: What can I learn from this?
The Benefits of Lifetime Learning

The Benefits of Lifetime Learning

I have three kids. My middle one, her name is Hannah, she’s 18 years old. She came to me and said, “Dad, you stopped learning.”
The Right Way To Think

The Right Way To Think

If you try to figure out not what they think, but how they think, then you will learn to fish not just get the fish.
Stand for Something in Life

Stand for Something in Life

When I look this war in Israel today, it’s a war against good and evil. Israel is a democracy that has a rule of law.
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Latest Articles

Rediscovering the Essence of the Berkshire Hathaway Annual Meeting

Rediscovering the Essence of the Berkshire Hathaway Annual Meeting

When in the past I described my trip to the Berkshire Hathaway annual meeting to others, I often found that I contradicted myself.

4

Dad You Are Not Growing! (Embracing Vulnerability)

Dad, You Are Not Growing! (Embracing Vulnerability)

Dad, you are not growing. You’ve stopped learning new things. You used to have new, creative ideas. Lately you were just improving things that are familiar to you.

3

Hedging the Portfolio with Weapons of Mass Destruction

Hedging the Portfolio with Weapons of Mass Destruction

3

2024 IMA Annual Client Meetings

From Twinkies to Rolexes (IMA Client Dinner 2024 Video)

0

Cable Stocks Keep Getting Punched in the Mouth

,

1

My Appearance on John Oliver’s Last Week Tonight (Kind of)

17

See More Articles

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The Intellectual Investor by Vitaliy Katsenelson
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