The Intellectual Investor – Value Investing by Vitaliy Katsenelson

I have vague first memories of playing chess with my grandfather when my family visited my father's parents in Moscow. I was five years old.

The post Chess Nights at Red Robin – Ep 299 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

I wrote in the past that the AI rollout feels a lot like déjà vu of the 1999 telecom bubble. Today's AI bubble has elements of both the 1999 overinvestment in internet infrastructure and the 2008 collapse of financial instruments that infected the banking and financial system.

The post Today’s Market = 1999 Capex + 2008 Credit – Ep 298 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

My wife and I are taking a perfectly good 25-year-old house and spending 20% of the purchase price on a sizable remodel. Parts of it are going back to the studs. I had never done a big remodel, I knew nothing about construction, and I was shocked by how many landmines, wrong decisions, and outright ... Read more

The post You Don’t Need to Be an Expert to Hire One. You Need a Tunaman. – Ep 297 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

I was at a conference in Switzerland. A reader came up to me and asked, "Vitaliy, I've been reading your articles for years. I'd like to write. How should I start?"

The post Most People Don’t Want to Write. They Want to Have Written. – Ep 296 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Lately, I’ve been getting this powerful feeling that everything I touch turns to gold. Every time I buy a stock, it goes up. Did I finally figure out the stock market game? Did I find a secret way to follow Will Rogers’ advice: Buy stocks that go up, and if they don’t go up, don’t ... Read more

The post You are not as smart as you think you are – Ep 295 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.