Instead of joining the chorus of false certainty, let me offer you a crayon-level framework for thinking about it. I am going for vaguely right, not precisely wrong.

The post On AI Eating The World – Ep 283 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

On January 11, 2026, my younger daughter, Mia Sarah, celebrated becoming an adult, at least according to Jewish tradition (she turned 12). This is what I told her

The post 10 Life Lessons I Passed On to My Daughter on Her Bat Mitzvah – Ep 282 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

I let myself be me when I write. I just made it sound easy. It is not. It comes down to confidence. It took me a long time – years, to get comfortable with being me on paper.

The post Q&A: From Imposter Syndrome to Authenticity – Ep 281 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

When policies are judged by intentions rather than outcomes, you get Germany closing nuclear plants only to burn more coal.

The post The Church of Climate and the Law of Unintended Consequences – Ep 280 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

As my income went up, instead of buying myself things, I turned to buying time and experiences.

The post Q&A Money Should Buy Time, Not Things – Ep 279 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Warren Buffett calls Berkshire Hathaway his Sistine Chapel. This analogy haunted me for years until I realized we are building the exact same thing at IMA. It took me a decade to put into words, but I finally narrowed our firm’s entire reason for existence down to just two words. They sound simple, but living up to them is the hardest thing we’ve ever done.

The post Our Sistine Chapel: Long-Term Investing in Quality and Kindness – Ep 278 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

Today, we’re diving into two questions from readers that are close to my heart, which of my books is my personal favorite and why, and is there a similarity between classical music and investing for me?

The post On Books, Music, and Investing – Ep 277 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

As an investor, being intentional about identifying assumptions is extremely important. When you're mindless, you accept things as they are without realizing you're walking on thin ice while everyone else thinks it's solid ground.

The post Living and Investing with Intention – Ep 276 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.