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The post My Article in The Wall Street Journal – Ep 266 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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Why Smart Investors Should Sit Out the AI Arms Race – Ep 265
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The post Why Smart Investors Should Sit Out the AI Arms Race – Ep 265 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) – Ep 264
At HII’s shipyard, I saw how cost-plus capitalism shapes naval shipbuilding: scarce automation, labor shortages, and incentives that reward rising costs.
The post Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) – Ep 264 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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Why We Bought Aker BP: A Technology-First Oil Company (Part 4) – Ep 263
I knew the Lundins had sold Lundin Energy to Aker BP (a Norwegian oil company) and were large shareholders, but I’d never looked at the stock.
The post Why We Bought Aker BP: A Technology-First Oil Company (Part 4) – Ep 263 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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Charlie Kirk and the Cost of Courage – Ep 262
When Charlie Kirk invited me onto his show, I hesitated. I knew little about him and had heard mixed opinions. Out of curiosity, I watched a few episodes. What I saw was a man I often disagreed with—but also someone earnestly searching for truth, and willing to listen with respect.
The post Charlie Kirk and the Cost of Courage – Ep 262 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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