Vitaliy KatsenelsonThe Infinite Game in TelecomI’m back from a ten-day Japan trip. I went with my son Jonah and my friend Ben. Someone asked me why I went, and my reply was that three…Sep 27Sep 27
Vitaliy KatsenelsonTrump’s call for a bitcoin strategic reserve is a very bad ideaA few days from now, my son Jonah and I are going to Japan. We will be joining my good friend Ben Beneche. Ben is a very thoughtful value…Sep 3Sep 3
Vitaliy KatsenelsonThe AI RevolutionWith your help, we have raised over $320,000 (across multiple charities) to help Israel cope with the Hamas atrocities.Aug 15Aug 15
Vitaliy KatsenelsonThe EV Industry LandscapeToday, I will share part four of what has become a five-part summer letter to IMA clients. The letter is quite lengthy, so for easier…Aug 8Aug 8
Vitaliy KatsenelsonLessons from History’s Technology BoomsToday, I will share part three of what has become a five-part summer letter to IMA clients. The letter is quite lengthy, so for easier…Aug 1Aug 1
Vitaliy KatsenelsonThe Magnificent 7 and the Dangers of Market HypeI am back from Italy. My brother Alex, my son Jonah, and I attended a value seminar in Trani, located on the Adriatic coast in Puglia…Jul 29Jul 29
Vitaliy KatsenelsonUnderstanding Today’s Economic LandscapeOver the next three weeks, I’m going to share with you excerpts from the summer letter I wrote to IMA clients.Jul 26Jul 26
Vitaliy KatsenelsonFrom Twinkies to Rolexes (IMA Client Dinner 2024 Video)Once a year, we host what the IMA team gently calls “client appreciation week.” This week is very special to me, as I get to meet people…Jul 22Jul 22
Vitaliy KatsenelsonCable Stocks Keep Getting Punched in the MouthI recall my early years of going to Berkshire Hathaway Annual Meeting in Omaha, around 2008. I held reader get-togethers, and we had a…Jul 18Jul 18
Vitaliy KatsenelsonNo Shortcuts to Greatness: The Path to Successful InvestingArticle available in Spanish here.Jul 17Jul 17
