Archive - The Intellectual Investor

Fiddler on the Roof and Value Investing

You can also listen to a narration of this article on iTunes & online.

1 hr ago • Vitaliy Katsenelson

This Is Your Captain Speaking - Buckle Up

You can also listen to a narration of this article on iTunes & online.

Jun 11 • Vitaliy Katsenelson

What to Do When a Stock Drops 25%

You can also listen to a narration of this article on iTunes & online.

Jun 4 • Vitaliy Katsenelson

May 2026

Greg Abel Takes Over Berkshire Hathaway: My Thoughts After Omaha 2026

You can also listen to a narration of this article on iTunes & online.

May 28 • Vitaliy Katsenelson

What the Iran War Reveals About the Dollar, Gold, and the End of US Exceptionalism

I regularly write letters to our clients answering their hardest questions.

May 21 • Vitaliy Katsenelson

Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value

You can also listen to a narration of this article on iTunes & online.

May 7 • Vitaliy Katsenelson

April 2026

Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth

You can also listen to a narration of this article on iTunes & online.

Apr 29 • Vitaliy Katsenelson

Uber and Self-Driving Cars: The Utilization Problem Nobody Talks About

You can also listen to a narration of this article on iTunes & online.

Apr 16 • Vitaliy Katsenelson

What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio

What AI, Tariffs, and Global Uncertainty Mean for Your Portfolio

Apr 10 • Vitaliy Katsenelson

The Art and Psychology of Selling

I’ve been attending the Berkshire Hathaway annual meeting for more than 15 years.

Apr 2 • Vitaliy Katsenelson

March 2026

On AI Eating The World

You can also listen to a narration of this article on iTunes & online.

Mar 12 • Vitaliy Katsenelson

10 Life Lessons I Passed On to My Daughter on Her Bat Mitzvah

Originally published on investor.fm.

Mar 5 • Vitaliy Katsenelson

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