Vitaliy Katsenelson | TalkMarkets | Page 1
CIO at Investment Management Associates
I am Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. I was born and raised in Murmansk, Russia (the home for Russia’s northern navy fleet, think Tom Clancy’s Red October). ...more

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No Shortcuts To Greatness: The Path To Successful Investing
True investing starts at the point of your getting punched in the mouth, which will happen with almost every stock you'll own.
Why The Survival And Dominance Of Car Manufacturers Is Far From Certain
Today EV sales account for a tiny rounding error of total global car sales. Let’s mentally transport ourselves to the late 1800s when the streets were still busy with horse-drawn carriages and the occasional passing automobile scared a horse or two.
Putting A Charge Back Into The EV Market
Over the last few months, electric car sales seem to have gone from hot to cold. Hertz is dumping 20% of its 100,000-Tesla fleet, and Ford is cutting production of its F-150 Lightning
Tax Loss Harvesting
I enjoy writing about taxes as much as I enjoy going to the dentist. But I feel what I am about to say is important. We – including yours truly – have been mindlessly conditioned to do tax selling at the end of every year to reduce our tax bills.
Don’t Let History Repeat Itself
With your help, we have raised close to $225,000 (across multiple charities) to help Israel cope with the Hamas atrocities.
What Happens In China May Not Stay In China
​​​​​​​To understand what will happen in China and its impact on the global economy, we simply need to invert what happened over the last two decades.
My Thoughts On The Economy
Today the economy is deeply out of sync with its future equilibrium, where the supply of goods and debt will exceed demand.
Why Non-Transitory Recession Is Coming And How To Face It As An Investor
The economy is likely heading into a non-transitory recession, and this one may last longer than past ones.
The Housing Market Is Worse Than You Think
Inflation is on the rise in the US. So are the interest rates. So what about the housing market? Are we going to see housing prices decline?
Why We Bought More Uber Shares As The Stock Fell
Despite being a very controversial choice, we believe Uber stock is still a great investment and have bought more on its way down.
Charter Communications: Heads We Win, Tails We Don’t Lose
Charter Communications (CHTR) is a significantly undervalued stock today. But are competition, 5G, and satellite internet significant threats to its business? How does its management compare to AT&T and Verizon?
Stagflation May Be Our Next Stop, But That Is Not What Worries Me
The tailwinds of the past turn into the headwinds of the future.
War In Ukraine: Why I Was Blindsided
Being from Russia, I thought I had a firm understanding of what Putin's motivations were, and what he wanted to accomplish with his threats of an invasion, which I were a bluff. But I was wrong. Here is why...
Not So Quiet On The Eastern European Front
One must at least attempt to understand the Russian perspective. After the collapse of the Soviet Union, the US and Western allies made a promise to Russia that NATO would not expand its membership to countries that had borders with Russia.
I Kid You Not Crazy
What we learned from previous bubbles is that greed and FOMO eat people from the inside and cause them to resort to leverage. Leverage ruins people's lives, and it has never been easier to borrow money than it is today.
This Holiday, Will Mr. Market Eat Too Much Pi?
Mr. Market was less than kind to our portfolio over the last few months, and especially the last few weeks.
1 to 16 of 51 Posts