Value investing has struggled for over a decade now. Although no one will dispute that fact, there are significant disagreements about whether this is just another of the long periods…
Tag: Vitaliy Katsenelson
Excess Returns, Ep. 33: Active Value Investing in a Changing World with Vitaliy Katsenelson
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…
Be A Macro "Climatologist", Not A "Meteorologist"
Since the financial crisis and Great Recession, many investors have been basing their decisions on macroeconomic factors, something that most value investors might frown upon. But Vitaliy Katsenelson says that…
Berkshire's Buys & Buffett's Wisdom
Warren Buffett’s Berkshire Hathaway added at least two new positions to its portfolio in the first quarter, and increased stakes in several other holdings. Berkshire added a 10-million-share new position…
