I regularly write letters to our clients answering their hardest questions. Recently, they asked about the Iran war, the dollar, gold, crypto, and what all of...

20 days ago

source

Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value

Originally published on investor.fm.

Painting is by my father, Naum Katsenelson. Prints available on Katsenelson.com

You can also listen to a narration of this article on iTunes & online.

I wanted to share with you some edited excerpts f...

a month ago

source

Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth

Originally published on investor.fm.

Painting is by my father, Naum Katsenelson. Prints available on Katsenelson.com

I sat down with my friend Bogumil Baranowski on his podcast Talking Billions. Bogumil asks the kind of questions that mak...

a month ago

source

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Vitaliy Katsenelson

Vitaliy N. Katsenelson, CFA - Student of Life, Value Investor, Writer, Author, CEO of IMA

@vitaliyk

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