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New here? Here are The Intellectual Investor's best reads
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Feb 7, 2023
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Vitaliy Katsenelson
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4
Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5)
In a few weeks, I’m going to a small investor conference in Richmond for a few days.
Sep 25
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Vitaliy Katsenelson
1
Why We Bought Aker BP: A Technology-First Oil Company (Part 4)
This is Part 4 of my client letter on our purchase of Aker BP (AKRBP in Oslo).
Sep 18
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Vitaliy Katsenelson
1
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Charlie Kirk and the Cost of Courage
You can listen to a narration of this article on iTunes & online.
Sep 11
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Vitaliy Katsenelson
2
1
Skin in the Game, Steam in the Ground (Part 3)
This is Part 3 from my client letter where I talk about my trip to International Petroleum in Calgary, the economics of Canadian oil sands, and the…
Aug 21
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Vitaliy Katsenelson
1
Inside Baseball How We Build Portfolios (Part 2)
I'm about to share Part 2 of the letter, where I'll take you deep into the "inside baseball" of our investment process.
Aug 14
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Vitaliy Katsenelson
1
Skating on Thin Ice: Discipline, Doubt, and the Long Game (Part 1)
My kids and I are back from the Baltics, and I’m head-over-heels in love with that part of the world.
Aug 7
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Vitaliy Katsenelson
1
Emotional Resilience (interview). London, Munich, Vilnius, Riga
Over the next few months, I'll be traveling with my older kids to Northern Europe (I have a low tolerance for heat).
Jul 10
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Vitaliy Katsenelson
Q&A Part 4: Thoughts on Social Media, Tariffs, & Small Companies in Investing
In the previous weeks, I shared with you the videos from a Q&A session I had with readers during Berkshire Hathaway weekend in Omaha.
Jun 19
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Vitaliy Katsenelson
3
Q&A Part 3: Insights on AI, decision-making and battery technology
Over the next few weeks, I'll be sharing videos from a Q&A session I had with readers during Berkshire Hathaway weekend in Omaha.
Jun 12
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Vitaliy Katsenelson
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