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The post Q&A Series: Diversification and Position Sizing in Investing – Ep 248 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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Saknas det avsnitt?
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I’ve received emails from readers asking my thoughts on DeepSeek. I need to start with two warnings. First, the usual one: I’m a generalist value investor, not a technology specialist, so my knowledge of AI models is superficial. Second, and more unusually, we don’t have all the facts yet.
The post DeepSeek Breaks the AI Paradigm – Ep 246 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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Warren Buffett has stated multiple times that if he could manage a very small amount of money today, he would be able to return more than 50% per year to shareholders. If you managed a million dollars of only your own money, would you do it differently?
The post Managing a Million: What Would I Do Differently? – Ep 241 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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I asked AI to educate and entertain my readers with a radio show-style dialogue based on my essay - The Impact of Higher Interest Rates on the Economy.
The post The Impact of Higher Interest Rates on the Economy – AI Edition – Ep 240 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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I asked AI to transform my essays into a radio show-style conversation. In this episode, topic is stock market math, sideways markets, the role of P/E in market cycles, impact of interest rates on P/E, economic analysis, Magnificent Seven stocks, NVIDIA, and a lot more.
The post Navigating Market Cycles: From Bulls to Nvidia – AI Edition – Ep 239 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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I’m going to share stories about my best and worst investment decisions. But don’t worry, this isn’t just a brag-and-cringe session about making or losing money.
The post The Best and Worst Investment Decisions I’ve Made – Ep 232 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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How does our investment approach stack up against Warren Buffett’s? Answering this question gives me a chance to dissect Buffett’s famous investment principles and compare them to our own strategy.
The post Unpacking Buffett’s Investment Philosophy: A Personal Perspective – Ep 230 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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How do I describe myself as an investor? This question provides an opportunity to delve into what I mean by being an “eclectic value investor with a slight touch of dogmatism.” It’s a comprehensive look at our investment philosophy and approach.
The post The Eclectic Value Investor – Ep 229 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
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