If you want to learn more about Soul in the Game, you can a copy of my book here: 📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets -   Active Value... The post Skin in the Game vs Soul in the Game – Conversations with Vitaliy – Ep 36 appeared first on The Intellectual Investor.

Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio. Read my full article about AI here: 📩 Join 86,000+ readers on... The post Cable Stocks Keep Getting Punched In The Mouth – Ep 218 appeared first on The Intellectual Investor.

AI is changing the way we live our life, and investing is no different. Here is how AI will change investing in my eyes. Read my full article about AI here: 📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the... The post How will AI Change Investing? – Conversations with Vitaliy – Ep 35 appeared first on The Intellectual Investor.

One of my principles in life is to have a net positive impact on the people I touch. If every single stock I discussed only went straight up, I wouldn't have to worry about it. But this is not how life works. 📩 Join 86,000+ readers on my weekly... The post No Shortcuts To Greatness: The Path To Successful Investing – Ep 217 appeared first on The Intellectual Investor.

A reader of mine recently asked me how I would construct the optimal portfolio. Here is how I would do it.  📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game -   The Little Book of Sideways... The post Construct the Optimal Portfolio – Conversations with Vitaliy – Ep 34 appeared first on The Intellectual Investor.

You don’t have to worry about the market and its crazy valuations. That’s your neighbor’s problem, not yours. In building your portfolio, we are aiming for resilience. 📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books:... The post Investing In A New Era Of Global Tensions – Ep 216 appeared first on The Intellectual Investor.

Here are 4 Mental Models That Will Change Your Life: 𝗜𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 (𝗜𝗻𝘀𝗽𝗶𝗿𝗲𝗱 𝗯𝘆 𝗖𝗵𝗮𝗿𝗹𝗶𝗲 𝗠𝘂𝗻𝗴𝗲𝗿)... The post 4 Mental Models To Change Your Thinking – Conversations with Vitaliy – Ep 33 appeared first on The Intellectual Investor.

Today EV sales account for a tiny rounding error of total global car sales. Can traditional automobile companies successfully transition to making EVs? 📩 Join 86,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the... The post Why the Survival and Dominance of Car Manufacturers is Far from Certain – Ep 215 appeared first on The Intellectual Investor.

📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game -   The Little Book of Sideways Markets -   Active Value Investing - My Key Links 🌍 My website/blog - 🔗 Business Website -  🐦... The post Will Your Kids Remember You? – Conversations with Vitaliy – Ep 32 appeared first on The Intellectual Investor.

My brother Alex, my son Jonah, and I went to a conference in Switzerland. We saw this as an opportunity to turn the bookends of the trip into a small European vacation. 📩 Join 86,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS... The post Expanding Perspectives Through Travel – From Spain to the UK – Ep 214 appeared first on The Intellectual Investor.

📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game -   The Little Book of Sideways Markets -   Active Value Investing - My Key Links 🌍 My website/blog - 🔗 Business Website -  🐦... The post This Advice Will Rewire Your Brain – Conversations with Vitaliy – Ep 31 appeared first on The Intellectual Investor.

📩 Join 85,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game -   The Little Book of Sideways Markets -   Active Value Investing - My Key Links 🌍 My website/blog - 🔗 Business Website -  🐦... The post The Real Definition of Wealth – Conversations with Vitaliy – Ep 30 appeared first on The Intellectual Investor.

Use these stoic tools to become a great investor. 📩 Join 85,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game -   The Little Book of Sideways Markets -   Active Value Investing - My Key Links 🌍 My... The post Stoic Tools to Become a Great Investor – Conversations with Vitaliy – Ep 29 appeared first on The Intellectual Investor.

📩 Join 85,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game -   The Little Book of Sideways Markets -   Active Value Investing - MY KEY LINKS 🌍 My website/blog - 🔗 Business Website -  🐦... The post How To Invest Your First $100 in Under 2 Minutes – Conversations with Vitaliy – Ep 28 appeared first on The Intellectual Investor.

Our society looks at abundance only from a positive perspective; however, it also has a very dark side. If scarcity is a disease that inflicts people in socialist countries, overabundance is a sickness prevalent in capitalist ones. 📩 Join... The post The Power of Constraints – Conversations with Vitaliy – Ep 27 appeared first on The Intellectual Investor.

Today, you will listen to parts 3&4 of my Israel essay.  🚨 If you prefer to read the full essay, here it is: https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/ 📩 Join 84,000+ readers on my weekly... The post Antisemitism and Wokeness Threaten the Future of Israel and America – Part 3 & 4 – Ep 213 appeared first on The Intellectual Investor.

Today, you will listen to parts 1&2 of my Israel essay. Tomorrow you will hear parts 3&4.  🚨 If you prefer to read the full essay, here it is: https://investor.fm/antisemitism-and-wokeness-threaten-the-future-of-israel-and-america/ ... The post Antisemitism and Wokeness Threaten the Future of Israel and America – Part 1 & 2 – Ep 212 appeared first on The Intellectual Investor.

📩 Join 84,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game -   The Little Book of Sideways Markets -   Active Value Investing - MY KEY LINKS 🌍 My website/blog - 🔗 Business Website -  🐦... The post 10 Lessons in Investing Mastery – Conversations with Vitaliy – Ep 26 appeared first on The Intellectual Investor.

This is the concept that got me into stoicism. Dichotomy of Control. 📩 Join 82,000+ readers on my weekly email newsletter:  📚 GET MY BOOKS Soul in the Game -   The Little Book of Sideways Markets -   Active Value Investing - ... The post Are You In Control? – Conversations with Vitaliy – Ep 25 appeared first on The Intellectual Investor.

📩 Join 82,000+ readers on my weekly email newsletter:  📚 GET MY BOOKS Soul in the Game -   The Little Book of Sideways Markets -   Active Value Investing - MY KEY LINKS 🌍 My website/blog - 🔗 Business Website -  🐦... The post The Rise and Fall of Russia – Conversations with Vitaliy – Ep 24 appeared first on The Intellectual Investor.

📩 Join 82,000+ readers on my weekly email newsletter:  📚 GET MY BOOKS Soul in the Game -   The Little Book of Sideways Markets -   Active Value Investing - MY KEY LINKS 🌍 My website/blog - 🔗 Business Website -  🐦... The post Never Run Out of Ideas – Conversations with Vitaliy – Ep 23 appeared first on The Intellectual Investor.

This is my fireside chat with the CFA Society in Richmond, Virginia. We discussed the power of writing, stoicism in investing, and becoming the best investor you can be.  📩 Join 82,000+ readers on my weekly email newsletter: 📚 GET MY... The post CFA Richmond Fireside Chat with Vitaliy Katsenelson – Ep 211 appeared first on The Intellectual Investor.

Here are the 5 value investing mistakes to avoid.  📩 Join 82,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game -   The Little Book of Sideways Markets -   Active Value Investing - MY KEY LINKS 🌍... The post The 5 Value Investing Mistakes to Avoid – Conversations with Vitaliy – Ep 22 appeared first on The Intellectual Investor.

📩 Join 82,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the Game -   The Little Book of Sideways Markets -   Active Value Investing - MY KEY LINKS 🌍 My website/blog - 🔗 Business Website -  🐦... The post Charlie Munger’s Rules For a Good Life – Conversations with Vitaliy – Ep 21 appeared first on The Intellectual Investor.