250 episodes
The Intellectual Investor Unknown
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- Economía y empresa
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5.0 • 2 Ratings
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Value Investing, Life/Philosophy and Classical Music Explained by Vitaliy Katsenelson, The Intellectual Investor
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Skin in the Game vs Soul in the Game – Conversations with Vitaliy – Ep 36
If you want to learn more about Soul in the Game, you can a copy of my book here: 📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value...
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Cable Stocks Keep Getting Punched In The Mouth – Ep 218
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: 📩 Join 86,000+ readers on...
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How will AI Change Investing? – Conversations with Vitaliy – Ep 35
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: 📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the...
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No Shortcuts To Greatness: The Path To Successful Investing – Ep 217
One of my principles in life is to have a net positive impact on the people I touch. If every single stock I discussed only went straight up, I wouldn't have to worry about it. But this is not how life works. 📩 Join 86,000+ readers on my weekly...
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Construct the Optimal Portfolio – Conversations with Vitaliy – Ep 34
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: 📚 Get my books: Soul in the Game - The Little Book of Sideways...
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Investing In A New Era Of Global Tensions – Ep 216
You don’t have to worry about the market and its crazy valuations. That’s your neighbor’s problem, not yours. In building your portfolio, we are aiming for resilience. 📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books:...
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