MI137: Discovering Value Investments w/ Vitaliy Katsenelson

40:44
 
Share
 

Manage episode 318712714 series 2539397
By Robert Leonard and The Investor's Podcast Network. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

IN THIS EPISODE, YOU’LL LEARN:

  • 03:03 - How Covid-19 has changed the game of value investing.
  • 17:24 - How Vitaliy ensures that managements incentives are aligned with that of the shareholders.
  • 20:02 - Why buying great companies might not be a good investing strategy.
  • 31:13 - Whether Vitaliy believes that 100% stocks can give investors a well-balanced portfolio.
  • 35:54 - What Vitaliy thinks about China’s rise as a global powerhouse and how it might affect the financial markets.
  • And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

EPISODE RESOURCES

  • Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
  • Vitaliy Katsenelson’s website Contrarian Edge.
  • Vitaliy’s book, The Little Book of Sideways Markets.
  • Listen to Vitaliy’s article’s, here.
  • Related episode: MI125: Investing Like Warren Buffett w/ Jake Taylor.
  • Get a FREE audiobook from Audible.
  • Check out our Investing Starter Packs about business and finance.
  • Support our free podcast by supporting our sponsors.
  • See the all-new 2022 Lexus NX and discover everything it was designed to do for you. Welcome to the next level.
  • Yieldstreet allows you to invest beyond the stock market with an evolving marketplace of alternative investments. Create your account today.
  • Shake up your protein Ritual and get 10% off during your first 3 months today!
  • Don’t let anything interfere with your happiness or is prevent you from achieving your goals. Allow BetterHELP to help assess your needs and match you with your own licensed professional therapist. Get 10% off your first month!
  • Take your business online with Wix, the leading website creation platform that’s got all the tools you need to create, manage and grow your brand.
  • Now, not only the wealthy can afford collectibles! Enter Otis, an investment platform that makes it possible for almost anyone to invest in shares of cultural assets. Sign up now at withotis.com/TIP to get your first share for FREE!
  • Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.
  • Eat clean 24/7, with fresh—never frozen—prepared meals that are so delicious with Factor. Use code wsb120 to get $120 off over your first 5 weeks of meals.
  • Canada’s #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.
  • Find Pros & Fair Pricing for Any Home Project for Free with Angi.

Read this episode’s transcript and full show notes on our website.

Connect with Vitaliy: Website | LinkedIn | Twitter

Connect with Clay: Twitter

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

289 episodes