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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…
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Vitaliy Katsenelson
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…
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Vitaliy Katsenelson
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…
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Vitaliy Katsenelson
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…
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Vitaliy Katsenelson
1
The Slippery Slope of Student Loan Forgiveness - Edition 2024
Value Investing, Life/Philosophy and Classical Music Explained
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Vitaliy Katsenelson
1
Philosophy of Investing
This is my investing philosophy that I shared in London a few years ago.
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Vitaliy Katsenelson
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…
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Vitaliy Katsenelson
2

May 2024

Omaha Breakfast Event 2: Discussion about self-driving cars
I love meeting my readers through informal get-togethers. I am visiting the Chicago area on June 7th. We will be hosting a reader get-together in…
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Vitaliy Katsenelson
Omaha Breakfast Event 1: Investor’s Edge
Omaha Breakfast Event 1: Investor’s Edge While I was in Omaha attending the BRK annual meeting, I hosted Q&A sessions for my readers. Due to high reader…
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Vitaliy Katsenelson
Rediscovering the Essence of the Berkshire Hathaway Annual Meeting
Rediscovering the Essence of the Berkshire Hathaway Annual Meeting When in the past I described my trip to the Berkshire Hathaway annual meeting to…
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Vitaliy Katsenelson

April 2024

Dad, You Are Not Growing! (Embracing Vulnerability)
I am both sad and excited about going to Buffett's Omaha this year. I am sad because Charlie Munger, a person I had tremendous admiration for, passed…
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Vitaliy Katsenelson
Hedging the Portfolio with Weapons of Mass Destruction
Article available in Spanish here.
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Vitaliy Katsenelson
© 2024 Vitaliy Katsenelson
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