MI137: Discovering Value Investments w/ Vitaliy Katsenelson

<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong></p><ul><li>03:03 - How Covid-19 has changed the game of value investing.</li><li>17:24 - How Vitaliy ensures that managements incentives are aligned with that of the shareholders.</li><li>20:02 - Why buying great companies might not be a good investing strategy.</li><li>31:13 - Whether Vitaliy believes that 100% stocks can give investors a well-balanced portfolio.</li><li>35:54 - What Vitaliy thinks about China’s rise as a global powerhouse and how it might affect the financial markets.</li><li>And much, much more!</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>EPISODE RESOURCES</strong></p><ul><li>Robert and Clay’s tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank"><strong>TIP Finance</strong></a>.</li><li>Vitaliy Katsenelson’s website <a href="https://contrarianedge.com/" rel="noopener noreferrer" target="_blank"><strong>Contrarian Edge</strong></a>.</li><li>Vitaliy’s book, <a href="https://www.amazon.com/Little-Book-Sideways-Markets-Nowhere/dp/0470932937/ref=sr_1_1?keywords=the+little+book+of+sideways+markets&amp;qid=1642721105&amp;sprefix=the+little+book+of+sideways+markets%2Caps%2C738&amp;sr=8-1" rel="noopener noreferrer" target="_blank"><strong>The Little Book of Sideways Markets</strong></a>.</li><li>Listen to Vitaliy’s article’s, <a href="https://investor.fm/" rel="noopener noreferrer" target="_blank"><strong>here</strong></a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/investing-like-warren-buffett/" rel="noopener noreferrer" target="_blank"><strong>MI125: Investing Like Warren Buffett w/ Jake Taylor</strong></a>.</li><li>Get a <a href="https://www.amazon.com/Audible-Free-Trial-Digital-Membership/dp/B00NB86OYE/?&amp;_encoding=UTF8&amp;tag=millenniali0e-20&amp;linkCode=ur2&amp;linkId=1c34937