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The Intellectual Investor – Value Investing by Vitaliy Katsenelson title: The Intellectual Investor by Vitaliy Katsenelson - Value Investing Blog
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I am on the flight from Denver to San Francisco with my twelve-year-old daughter when I write this letter to IMA clients about the craziness I am seeing in the markets. The turbulence on the flight gave me the pilot analogy. The rest came from what I see in valuations.
This market is starting to feel incredibly bubbly, approaching circa 1999. The similarities are eeri...
It was 2006, my fifth year teaching a graduate investment class at the University of Colorado at Denver, and I had stopped preparing for lectures. One day I opened the syllabus and found discounted cash flow analysis on the menu. I started with: “Imagine you are a farmer about to buy a cow. How much would you pay for that cow?”
A few days later, on...
A client emails me: stock XYZ has declined 25%, is the thesis broken? It’s a fair question, and the honest answer is one I want to walk through carefully, because the same client letter brought a second question wearing different clothes: how do you tell the difference between patience and stubbornness when a position isn’t working?
Both questions ...
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Adam Anderson’s interview – AI-generated summary: https://x.com/vitaliyk/status/2...
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Trump’s call for a bitcoin strategic reserve is a very bad idea article: