250 episodes
The Intellectual Investor Unknown
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- Investing
Value Investing, Life/Philosophy and Classical Music Explained by Vitaliy Katsenelson, The Intellectual Investor
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Cable Stocks Keep Getting Punched In The Mouth โ 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: ๐ฉ Join 86,000+ readers on...
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How will AI Change Investing? โ Conversations with Vitaliy โ 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: ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ Get my books: Soul in the...
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No Shortcuts To Greatness: The Path To Successful Investing โ 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. ๐ฉ Join 86,000+ readers on my weekly...
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Construct the Optimal Portfolio โ Conversations with Vitaliy โ Ep 34
A reader of mine recently asked me how I would construct the optimal portfolio. Here is how I would do it.ย ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ Get my books: Soul in the Game - ย The Little Book of Sideways...
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Investing In A New Era Of Global Tensions โ Ep 216
You donโt have to worry about the market and its crazy valuations. Thatโs your neighborโs problem, not yours. In building your portfolio, we are aiming for resilience. ๐ฉ Join 86,000+ readers on my weekly email newsletter: ๐ Get my books:...
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4 Mental Models To Change Your Thinking โ Conversations with Vitaliy โ Ep 33
Here are 4 Mental Models That Will Change Your Life: ๐๐ป๐๐ฒ๐ฟ๐๐ถ๐ผ๐ป ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ (๐๐ป๐๐ฝ๐ถ๐ฟ๐ฒ๐ฑ ๐ฏ๐ ๐๐ต๐ฎ๐ฟ๐น๐ถ๐ฒ ๐ ๐๐ป๐ด๐ฒ๐ฟ)...
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