The Intellectual Investor – Value Investing by Vitaliy Katsenelson

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You are not as smart as you think you are – Ep 295

July 10, 2026

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.

Guy and I – Ep 294

June 16, 2026

Reflections on friendship, mortality, and the kindness of Guy Spier, the value investor who taught me that we all live on borrowed time. The post Guy and I – Ep 294 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

This Is Your Captain Speaking – Buckle Up – Ep 293

June 09, 2026

I have been feeling very uneasy about the market and the economy. Over the last two decades our economy has been acclimated to insanely low interest rates, and reacclimation to higher and rising rates is going to be difficult. The post This Is Your Captain Speaking – Buckle Up – Ep 293 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.