TDI Podcast: Self-Licking Lollipops (#909)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 23 February 2025
⏱️ 55 minutes
🧾️ Download transcript
Summary
Economic reports holding strong!
Oil on the move, VIX stable – what could go wrong?
Guest: Vitaliy Katsenelson explains value investing and what he looks for in great stocks. His "Three Pillars" of quality are an important aspect of his research and what he looks for in companies that he plans to invest in for the long haul.
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Vitaliy Katsenelson, born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother.
His professional career is easily described in one sentence: He invest, He educates, he writes, and he could not dream of doing anything else.
He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job.
He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on.
He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.
Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007).
Follow @vitaliyk
Check this out and find out more at: http://www.interactivebrokers.com/
More information available on Horowitz & Company's TDI Managed Growth Strategy
Stocks discussed this week - (GLD), (SLV), (OIL), (XLE), (UBER), (COIN)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers. |
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| 1:01.4 | The Disciplined Investor is all about you, your money, and the markets. Sit back and get |
| 1:07.1 | ready for this edition of The Discipline Investor podcast. |
| 1:16.4 | This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 1:20.0 | If you're looking for a portfolio manager, look no further. |
| 1:31.4 | Horowitz & Company, from Seed Through Harvest, Cultivating financial success. Getting closer to higher highs, and they keep on getting higher. |
| 1:35.6 | Economic reports on hold and getting, well, mixed reviews. |
| 1:40.8 | Oil on the move, VIX is stable. |
| 1:42.4 | What can go wrong? |
| 1:47.1 | And value investing, what it is and why you should care. |
| 1:51.4 | And especially with our guest today, Vitaly Katzenelson from IMA. |
... |
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