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The Infinite Game in Telecom
I'm back from a ten-day Japan trip.
Sep 27
•
Vitaliy Katsenelson
12
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The Infinite Game in Telecom
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Trump’s call for a bitcoin strategic reserve is a very bad idea
A few days from now, my son Jonah and I are going to Japan.
Sep 3
•
Vitaliy Katsenelson
23
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Trump’s call for a bitcoin strategic reserve is a very bad idea
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6
August 2024
The AI Revolution
With your help, we have raised over $320,000 (across multiple charities) to help Israel cope with the Hamas atrocities.
Aug 15
•
Vitaliy Katsenelson
12
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The AI Revolution
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The EV Industry Landscape
Today, I will share part four of what has become a five-part summer letter to IMA clients.
Aug 8
•
Vitaliy Katsenelson
11
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The EV Industry Landscape
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Lessons from History's Technology Booms
Today, I will share part three of what has become a five-part summer letter to IMA clients.
Aug 1
•
Vitaliy Katsenelson
10
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Lessons from History's Technology Booms
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1
July 2024
The Magnificent 7 and the Dangers of Market Hype
I am back from Italy. My brother Alex, my son Jonah, and I attended a value seminar in Trani, located on the Adriatic coast in Puglia. After the…
Jul 25
•
Vitaliy Katsenelson
6
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The Magnificent 7 and the Dangers of Market Hype
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Understanding Today's Economic Landscape
Over the next three weeks, I'm going to share with you excerpts from the summer letter I wrote to IMA clients. I could have sanitized this letter…
Jul 18
•
Vitaliy Katsenelson
8
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Understanding Today's Economic Landscape
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From Bull to Sideways Markets to Nvidia
From Bull to Sideways Markets to Nvidia Today I am sharing with you an excerpt from a letter I wrote to IMA clients in the winter of 2023. I discussed…
Jul 3
•
Vitaliy Katsenelson
9
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From Bull to Sideways Markets to Nvidia
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1
June 2024
Traditions, Investment Conferences and Presentations
Traditions, Investment Conferences and Presentations Traditions are the melody of life, Nassim Taleb once said, and that saying has always stuck with…
Jun 27
•
Vitaliy Katsenelson
5
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Traditions, Investment Conferences and Presentations
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1
The Slippery Slope of Student Loan Forgiveness - Edition 2024
Value Investing, Life/Philosophy and Classical Music Explained
Jun 6
•
Vitaliy Katsenelson
11
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The Slippery Slope of Student Loan Forgiveness - Edition 2024
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Philosophy of Investing
This is my investing philosophy that I shared in London a few years ago.
Jun 4
•
Vitaliy Katsenelson
8
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Philosophy of Investing
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5:18
30 Years in America - Edition 2024
This week, I am going to share with you two essays that I wrote a few years ago. I want you to see this country through the eyes of an immigrant. If you…
Jun 4
•
Vitaliy Katsenelson
11
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30 Years in America - Edition 2024
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