Sideways Markets: How To Stay Rational In The Irrational World [Slides]
May 2017 presentation in Omaha. How to Stay Rational in an Irrational World – Vitaliy Katsenelson by VitaliyKatsenelson on … Read more
May 2017 presentation in Omaha. How to Stay Rational in an Irrational World – Vitaliy Katsenelson by VitaliyKatsenelson on … Read more
I was supposed to give a presentation at the GuruFocus conference in Omaha, a day before Berkshire Hathaway annual meeting. … Read more
A friend told me that he doesn’t go to the Berkshire Hathaway annual meeting — or what is also known … Read more
Dear reader, if you are overcome with fear of missing out on the next stock market move; if you feel … Read more
The following is an excerpt from Investment Management Associates’ second-quarter letter to investors. The Great Recession may be over, but … Read more
I will be participating on a value investing panel at a College of Charleston conference on April 7th (more info … Read more
I want to address an issue that has bothered me for a while now. When I write about stocks my … Read more
Last week I explained why my firm is investing in pharmaceuticals stocks, despite the sector being a favorite punching bag … Read more
June 22, 2016 – Excerpt from Q2 2016 letter to IMA’s clients Purchase of Amgen: First we need to explain … Read more
Great Stock = Great Company + Great Valuation (Apple vs Coke) June 22, 2016 – Excerpt from Q2 2016 letter … Read more
A few weeks after Donald Trump was elected president of the United States, he was asked about pharmaceuticals prices. With … Read more
I spent my youth in Murmansk, a city in the northwest part of Russia, located right above the Arctic Circle. … Read more
It is a new year, and my crystal ball was supposed to have become magically unfogged by the turn of … Read more
While in Omaha for the Berkshire Hathaway annual meeting a couple of weeks ago, I participated in an investment panel … Read more
“What the —- do I do now?” This was the actual subject line of an e-mail I received that really … Read more