I Like Big… and I Cannot Lie – Presentation
My presentation at Value Investing Congress Value Investor Congress Las Vegas 2013 – I Like Big Dividends and I Cannot Lie – Vitaliy Katsenelson by VitaliyKatsenelson
My presentation at Value Investing Congress Value Investor Congress Las Vegas 2013 – I Like Big Dividends and I Cannot Lie – Vitaliy Katsenelson by VitaliyKatsenelson
In this segment I am discussing Herbalife with Jeff Macke
I was on Yahoo! Breakout with terrific Jeff Macke discussing Apple ….
I am back from Buffett’s Omaha. Every year I come back feeling supercharged for the year ahead. This year was no different. From morning till night I had the pleasure of sharing and debating ideas with investors from all over the world. Though I did not plan it this way, the first day I had [...]
On January 18, 2011 I had a great pleasure to give a lecture on China and its impact on global economy at Johns Hopkings University Applied Physics Lab.
While attending Berkshire Hathaway’s annual meeting, I was interviewed by Matt Nesto of Yahoo! Breakout about Microsoft, EA, Facebook.
With the split between the improving U.S. economy and the weakness in the rest of the world getting ever wider, even as markets rally, it’s more important than ever to position your portfolio in the right sectors. According to value investor Vitaliy Katsenelson, author of “The Little Book of Sideways Markets,” the risk facing investors [...]
I wanted to share with you my interview with my friend Bob Huebscher who runs a terrific website Adviser Perspectives. I am very excited about this interview because in a very unconstrained format we had a chance to discuss Paul Krugman’s latest bearish article on China, the linkage between the European crisis and Chinese and [...]
CNBC interview discussing sideways markets, Xerox, HP, Vivendi
Interview with Matt Nesto, segment 1: HP, Xerox, Vivendi (we own all of them) Segment 2: China
A Pyrrhic victory is so called after the Greek king Pyrrhus, who, after suffering heavy losses in defeating the Romans in 279 B.C., said to those sent to congratulate him, “Another such victory over the Romans and we are undone.” Dictionary.com A quick thought on the debt-ceiling debacle. I believe that by August 2nd we’ll see the debt [...]
Jeff Saut, Chief Market Strategist at Raymond James kindly mentioned my Cisco article in his weekly letter: Efficient Markets?! May 31, 2011 “Markets are efficient, or so we’ve been told. I am not here to put a rebuttal to this academic nonsense, but let me give you one of the core reasons why markets are [...]
I was on BNN (Canadian CNBC) with Jeff Saut (Chief Market Strategist with Raymond James) and Jeff Hirsch (editor of Stock Trader’s Almanac) discussing sideways markets. We did three segments, here are links to the segments one, two and three.
My interview with Forbes’ John Dobosz on what value investing and Fiddler on the Roof have in common.
To paraphrase Nassim Taleb, “Giving interviews is the art of repeating oneself without anyone noticing.” With the new book out, I have the pleasure and the opportunity to perfect that art. My latest interview, with my friend Bob Huebscher of Adviser Perspectives, is below; and here are links to my interviews with John Mihalijevic of Manual of [...]
Manual of Ideas Interviews Vitaliy Katsenelson Vitaliy N. Katsenelson, CFA, is Chief Investment Officer at Investment Management Associates in Denver, Colo. He is the author of upcoming The Little Book of Sideways Markets (Wiley, December 2010). To receive Vitaliy’s future articles by email, click here.
I had a pleasure of being interviewed by Jim Puplava [click here to listen], it is a lengthy and in depth interview about The Little Book of Sideways Markets. I hope you enjoy it.
David Rosenberg, ex-Chief Economist with Merrill Lynch, now with Gluskin Sheff, kindly mentioned my book in his research on Monday. Vitaliy Katsenelson, a Denver-based money manager who recently wrote a bible of a book on investing (we had the honor of reading the manuscript) is featured on page 14 of Barron’s. He stated that he [...]
Know these names? The Way to Wealth, The Intelligent Investor, One up on Wall St, Stocks for the Long Run ? They’re all books that redefined investing for their time. But they may be headed for the history section. A new little book is threatening to turn all that sage advice on its head. We’re talking about Vitaliy Katsenelson’s “The [...]
After it’s property bubble burst, Japan embarked on a stimulus program Katsenelson describes simply as: “Lower taxes and borrow money to finance it,” which pretty much sounds like U.S. fiscal policy during the Bush years. Japan’s central bank has also employed quantitative easing repeatedly since the early 2000s; if their experience is any indication, Ben [...]
Of course, there are many critics of the Fed who say the second round of quantitative easing is wrong and even harmful. “The failure of QE2 doesn’t worry me. It’s the success that worries me,” says Vitaliy Katsenelson of Investment Management Associates. “I think it’s criminal,” he tells Aaron in the accompanying clip. “They’re forcing [...]
The summer is over in Denver. Of course, in Denver the summer was officially over Labor Day weekend, when the outdoor swimming pools were drained and locked for the winter. For most people summer ended a few weeks later, when the leaves turned bright yellow. But not me, I wanted to hang on to this [...]
On BNN TV (Canadian version of CNBC) discussing sideways markets and my favorite stocks
Christian Science Monitor approached me to write an article on China after they saw my presentation – China the Mother of All Black Swans. This article is a combination of this presentation and articles I’ve written in the past. It was published in the March 16th paper. China: the coming costs of a superbubble China may [...]
I was interviewed on BusinessInsider about China. If you did not see it, this presentation covers a lot of points I discussed in this interview.