The Intellectual Investor – Value Investing by Vitaliy Katsenelson

https://traffic.libsyn.com/secure/intellectualinvestor/285_What_AI_Tariffs_and_Global_Uncertainty_Mean_for_Your_Portfolio.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 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) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. The post What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio – Ep 285 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/284_-_When_to_sell_a_stock_The_Art_and_Psychology_of_Selling.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ Register for Sunday Breakfast: https://forms.monday.com/forms/3b3e9a45eb22d413458ec0cd8a9bcdb0?r=use1&utm_source=libsyn&utm_medium=email&utm_campaign=284- Check out my Omaha weekend guide: https://brkguide.com/?utm_source=libsyn&utm_medium=email&utm_campaign=284- 📚 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) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. The post When to sell a stock: The Art and Psychology of Selling – Ep 284 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/283__On_AI_Eating_The_World.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 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) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. The post On AI Eating The World – Ep 283 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/282_10_Life_Lessons_I_Passed_On_to_My_Daughter_on_Her_Bat_Mitzvah.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/sign-up/ This Is What Happiness Feels Like article link: https://investor.fm/this-is-what-happiness-feels-like/ 📚 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) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. The post 10 Life Lessons I Passed On to My Daughter on Her Bat Mitzvah – Ep 282 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/281_QA_From_Imposter_Syndrome_to_Authenticity.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/sign-up/ 📚 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) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. The post Q&A: From Imposter Syndrome to Authenticity – Ep 281 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/Episode_280_The_Church_of_Climate_and_the_Law_of_Unintended_Consequences.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/sign-up/ 📚 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) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. The post The Church of Climate and the Law of Unintended Consequences – Ep 280 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

https://traffic.libsyn.com/secure/intellectualinvestor/279_QA_Money_Should_Buy_Time_Not_Things.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/sign-up/ 📚 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) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. The post Q&A Money Should Buy Time, Not Things – Ep 279 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

A reflective conversation about building a firm as a long-term masterpiece, comparing investing to art and craftsmanship. Thoughts on why passion and purpose matter more than money. A look at how obsession with quality shows up in service and product. Exploration of kindness as the guiding principle that transmits care and responsibility in client relationships.

https://traffic.libsyn.com/secure/intellectualinvestor/277_On_Books__Music_and_Investing.mp3 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/sign-up/ Charities: https://investor.fm/donate/ Six Commandments of Value Investing: https://investor.fm/the-6-commandments-of-value-investing/ Soul in the Game chapters: https://soulinthegame.net/ 📚 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) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy. The post On Books, Music, and Investing – Ep 277 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Explore intentional living and investing as Vitaliy shares insights on microdosing investments to mitigate risks. He discusses the importance of position sizing amid geopolitical uncertainty and how intentionality shapes our decisions. The conversation dives into modern definitions of value investing and the balance between macro trends and stock selection. Vitaliy critiques ESG labels, highlights AI's role in research, and warns against potential overinvestment in tech. Gain practical tips for navigating today's complex investing landscape!