The Intellectual Investor

Charlie Kirk and the Cost of Courage

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

Sep 11 • 

Vitaliy Katsenelson

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August 2025

Skin in the Game, Steam in the Ground (Part 3)

This is Part 3 from my client letter where I talk about my trip to International Petroleum in Calgary, the economics of Canadian oil sands, and the…

Aug 21 • 

Vitaliy Katsenelson

1

Inside Baseball How We Build Portfolios (Part 2)

I'm about to share Part 2 of the letter, where I'll take you deep into the "inside baseball" of our investment process.

Aug 14 • 

Vitaliy Katsenelson

1

Skating on Thin Ice: Discipline, Doubt, and the Long Game (Part 1)

My kids and I are back from the Baltics, and I’m head-over-heels in love with that part of the world.

Aug 7 • 

Vitaliy Katsenelson

1

July 2025

Emotional Resilience (interview). London, Munich, Vilnius, Riga

Over the next few months, I'll be traveling with my older kids to Northern Europe (I have a low tolerance for heat).

Jul 10 • 

Vitaliy Katsenelson

June 2025

Q&A Part 4: Thoughts on Social Media, Tariffs, & Small Companies in Investing

In the previous weeks, I shared with you the videos from a Q&A session I had with readers during Berkshire Hathaway weekend in Omaha.

Jun 19 • 

Vitaliy Katsenelson

3

Q&A Part 3: Insights on AI, decision-making and battery technology

Over the next few weeks, I'll be sharing videos from a Q&A session I had with readers during Berkshire Hathaway weekend in Omaha.

Jun 12 • 

Vitaliy Katsenelson

Choosing It

Next week my company is hosting our 14th annual The Intellectual Investor Conference in Vail (formerly known as VALUEx Vail).

Jun 6 • 

Vitaliy Katsenelson

Q&A Part 2: Uber, AI, and European Investments

Over the next few weeks, I'll be sharing videos from a Q&A session I had with readers during Berkshire Hathaway weekend in Omaha.

Jun 5 • 

Vitaliy Katsenelson

May 2025

Q&A Part 1: From Dumpster Diver to Quality Value Investor

Over the next few weeks, I'll be sharing videos from a Q&A session I had with readers during Berkshire Hathaway weekend in Omaha.

May 29 • 

Vitaliy Katsenelson

Buffett and the Berkshire Paradox

Buffett and the Berkshire Paradox

May 8 • 

Vitaliy Katsenelson

1

Redefine “value” in this era of the US stock market

You can read this article in Spanish here or Russian here.

May 6 • 

Vitaliy Katsenelson