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Aug 22, 2024

How do I describe myself as an investor? This question provides an opportunity to delve into what I mean by being an “eclectic value investor with a slight touch of dogmatism.” It’s a comprehensive look at our investment philosophy and approach.

 

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Aug 15, 2024

The discussion of AI quickly falls into a domain bordering on Sci-Fi. My thoughts here are only marginally shaped by scientific facts.

If you look at technological progress over the centuries through the lens of productivity, the improvement was tiny, barely noticeable. Our ability to do the same tasks maybe improved a...


Aug 8, 2024

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WHO AM I: Vitaliy Katsenelson is the...


Aug 6, 2024

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📚 Get my books:

Soul in the Game - https://amzn.to/43CF73v

The Little Book of Sideways Markets - https://amzn.to/3QWTlqZ 

Active Value Investing - https://amzn.to/3u8zn3A

 

WHO AM I: Vitaliy Katsenelson is the...


Aug 1, 2024

There's a quote often attributed to Albert Einstein: "Insanity is doing the same thing over and over again and expecting different results." As an investor, especially if you manage someone else's capital, you have to be slightly insane.

During market manias, time slows down to dog years. You have to keep doing the...