The Intellectual Investor – Value Investing by Vitaliy Katsenelson

Vitaliy Katsenelson
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Value Investing, Life & Philosophy and Classical Music Explained by Vitaliy Katsenelson

  1. 3 DAYS AGO

    The Ability to Suffer – Part 2 – Ep 268

    📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ You can read the full letter here: https://investor.fm/2025-fall-letter/ Previous client letter: https://investor.fm/cost-plus-capitalism-lessons-from-hii-and-the-future-of-naval-shipbuilding-part-5/ 📚 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 ... Read more The post The Ability to Suffer – Part 2 – Ep 268 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

  2. 30 OCT

    The Art of Rational Irrationality – Part 1 – Ep 267

    📩 Join 100,000+ readers on my FREE weekly email newsletter:https://investor.fm/signup-for-articles/ You can read the full letter here: https://investor.fm/2025-fall-letter/ Picture on x.com: https://x.com/vitaliyk/status/1966606901270995163 📚 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) ... Read more The post The Art of Rational Irrationality – Part 1 – Ep 267 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

  3. 23 OCT

    My Article in The Wall Street Journal – Ep 266

    📩 Join 100,000+ readers on my FREE weekly email newsletter:  The Wall Street Journal link: https://www.wsj.com/opinion/the-robots-that-handle-your-amazon-orders-0eb2f6e7?st=D1TgFo&reflink=desktopwebshare_permalink   📚 Get my books:... The post My Article in The Wall Street Journal – Ep 266 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

  4. 16 OCT

    Why Smart Investors Should Sit Out the AI Arms Race – Ep 265

    📩 Join 94,000+ readers on my FREE weekly email newsletter:    📚 Get my books: Soul in the Game -  The Little Book of Sideways Markets -   Active Value Investing -    WHO AM I: Vitaliy Katsenelson is the CEO of... The post Why Smart Investors Should Sit Out the AI Arms Race – Ep 265 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

  5. 25 SEPT

    Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) – Ep 264

    📩 Join 94,000+ readers on my FREE weekly email newsletter:    Reader get-together sign up here: https://forms.monday.com/forms/8ba7f1e57a4eb7f9cdc44171bb78cab5?r=use1 Client letter Part 1,2,3 & 4:  Read this article before you... The post Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) – Ep 264 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

  6. 18 SEPT

    Why We Bought Aker BP: A Technology-First Oil Company (Part 4) – Ep 263

    📩 Join 94,000+ readers on my FREE weekly email newsletter:    Client letter Part 1,2 & 3:  Read this article before you buy a stock: https://investor.fm/the-client-who-changed-how-i-invest/   📚 Get my books: Soul in the... The post Why We Bought Aker BP: A Technology-First Oil Company (Part 4) – Ep 263 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

  7. 11 SEPT

    Charlie Kirk and the Cost of Courage – Ep 262

    📩 Join 94,000+ readers on my FREE weekly email newsletter:    My conversation with Charlie Kirk: My unfiltered thoughts on everything else, you’ll find them here: https://x.com/vitaliyk   📚 Get my books: Soul in the Game... The post Charlie Kirk and the Cost of Courage – Ep 262 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

  8. 2 SEPT

    Skin in the Game, Steam in the Ground (Part 3) – Ep 261

    This is Part 3 from my client letter where I talk about my trip to International Petroleum in Calgary, the economics of Canadian oil sands, and the importance of corporate culture. The post Skin in the Game, Steam in the Ground (Part 3) – Ep 261 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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Value Investing, Life & Philosophy and Classical Music Explained by Vitaliy Katsenelson

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