MI137: Discovering Value Investments w/ Vitaliy Katsenelson


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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.


  • 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.


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

Connect with Vitaliy: Website | LinkedIn | Twitter

Connect with Clay: Twitter

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289 episodes