In this episode we are joined by Vitaliy Katsenelson. Vitaliy is the author of the popular Contrarian Edge blog and the CEO of investment firm IMA. As quantitative investors, we often find we learn the most from investors who use very different approaches than we do. As a discretionary value investor and long-term student of value investing, Vitaliy provides us with an alternate take on value and the advantages a discretionary approach can offer in uncertain times.
We discuss the following:
- How COVID-19 has changed the game of value investing
- Why buying great companies sometimes isn’t a great investing strategy
- The importance of developing a process to challenge your own beliefs
We hope you enjoy the discussion.
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Vitaliy’s writing, research and more on Contrarian Edge – https://contrarianedge.com/