MI137: Discovering Value Investments w/ Vitaliy Katsenelson

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.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
• 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.

SPONSORS

Support our free podcast by supporting our sponsors:

• Range Rover
• Toyota
• Public
• Airbnb
• Found
• NetSuite

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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