In this presentation with Indiana University MBA and MsF students, Vitaliy Katsenelson takes a deep dive into his approach to investing, including how to think about margin of safety. Here’s an excerpt from the presentation: In my firm this is a very important mental model. You can modify the hell … Read More
Vitaliy Katsenelson: Value Investors Will Prosper When The Party Ends
In a recent interview with Jack and Justin on the Excess Returns Podcast, Vitaliy Katsenelson provided some great insights into what it’s like to be a value investor in today’s high growth environment – but he adds – when the party ends, which it will, value investors will be the … Read More