1177: Was Our Money Manager Kidnapped? by Vitaliy Katsenelson on Value Investing Investment Advice

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🗓️ 30 May 2020

⏱️ 8 minutes

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Summary

Vitaliy Katsenelson of Contrarian Edge shares his thoughts on value investing. Episode 1177: Was Our Money Manager Kidnapped? by Vitaliy Katsenelson on Value Investing Investment Advice Vitaliy Katsenelson is the CEO and Chief Investment Officer at Investment Management Associates. He has written two books on investing, which were published by John Wiley & Sons and have translated into eight languages. The original post is located here: https://contrarianedge.com/was-our-money-manager-kidnapped/ Visit Me Online at OLDPodcast.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This is And I'm Dan, I'm your host here on the podcast, and this is where I read to you from some of the best personal finance blogs on the planet.
0:17.0	And a happy Saturday, thanks so much for checking in for listening today.
0:21.0	And I've got a post for you from Contrarian Edge. If you didn't know, we can... listening today's
0:23.0	and I've got a post for you from Contrarian Edge.
0:24.0	If you didn't know, we give away books on Instagram pretty regularly,
0:28.0	so if you're not following us there yet, you can find us at Old Podcast.
0:32.0	But for now, let's get to today's post as we optimize your life.
0:40.0	Was our money manager kidnapped by the Talley Ketsenelson of Contrarianedge.com.
0:46.4	This had never happened before.
0:48.6	Several clients reached out to us wondering if I had been kidnapped and someone else was making investment decisions in their accounts.
0:55.0	The gist of their questions was how you can go from making conservative investments to buying a dot-com-like stock that is losing money.
1:02.0	How can this company even be a value investment?
1:04.8	I was happy to get these questions for two reasons. First, it's clear clients are
1:09.2	paying attention to what's going on in their accounts. I really want IMA clients to know what they own and most
1:15.2	importantly why they own it. This is why I write long quarterly letters to them about their
1:19.9	investments. And second, the questions have allowed me to measure the temperature of people's
1:24.9	opinions about the company in question.
1:27.9	What and who?
1:29.7	Let me introduce you to our what, who, and how much framework.
1:33.0	Imagine you're in 1998.
1:35.0	This new internet thing is complete chaos.
1:38.0	It's the Wild West.
	...

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