POPULAR POSTS

What Would You Get if You Crossed Warren Buffett, Richard Branson and Steve Jobs? (Updated)

What Would You Get if You Crossed Warren Buffett, Richard Branson and Steve Jobs? (Updated) When we bought SoftBank a few years ago it was relatively unknown to most US investors. Some of our clients even thought it was a bank. Today Softbank is a daily staple in the business news. It has raised a Read more about What Would You Get if You Crossed Warren Buffett, Richard Branson and Steve Jobs? (Updated)[…]

London Value Conference Presentation (Q&A)

London Value Conference Presentation (Q&A) – Vitaliy Katsenelson Contrarian EdgeVitaliy Katsenelson Contrarian Edge “The new Benjamin Graham is Vitaliy Katsenelson” “The new Benjamin Graham is Vitaliy Katsenelson” Vitaliy Katsenelson Contrarian Edge © 2018 London Value Conference Presentation (Q&A) I had the pleasure of speaking at the London Value Conference, which was a terrific, first-rate event. Read more about London Value Conference Presentation (Q&A)[…]

Welch vs Bezos – Vitaliy Katsenelson Contrarian EdgeVitaliy Katsenelson Contrarian Edge

Welch vs Bezos A lot of times I won’t have an insight into a business because I don’t understand it or because it’s too complex. General Electric is a great example. As a value investor I should be all over this iconic stock, which is making a generational low. Not at all. I have looked Read more about Welch vs Bezos – Vitaliy Katsenelson Contrarian EdgeVitaliy Katsenelson Contrarian Edge[…]

Exxon Mobil Think Again – Vitaliy Katsenelson Contrarian EdgeVitaliy Katsenelson Contrarian Edge

Exxon Mobil Think Again General Electric’s collapse should have served as a reminder that buying a company based solely on past reputation and dividend yield is a dangerous endeavor. GE is also a great example that dividends are not paid out of earnings, especially massaged-to-death non-GAAP earnings, but from free cash flows. GE’s non-GAAP earnings were double its dividend payment. This Read more about Exxon Mobil Think Again – Vitaliy Katsenelson Contrarian EdgeVitaliy Katsenelson Contrarian Edge[…]

Be Kind – Vitaliy Katsenelson Contrarian EdgeVitaliy Katsenelson Contrarian Edge

Be Kind I am back from TX. In Dallas my brother Alex and I had the pleasure of spending four hours with John Mauldin. Our visit with him started in John’s apartment in downtown Dallas and continued in a bar at a nearby hotel. A lot of my readers are familiar with John, but for Read more about Be Kind – Vitaliy Katsenelson Contrarian EdgeVitaliy Katsenelson Contrarian Edge[…]

Socially Irresponsible Investing – Vitaliy Katsenelson Contrarian EdgeVitaliy Katsenelson Contrarian Edge

Socially Irresponsible Investing The article I am about to share with you has been in the works for three years. I started and failed at finishing it half a dozen times. I want to warn you, this is an apolitical article. I go out of my way not to take positions on any issue – Read more about Socially Irresponsible Investing – Vitaliy Katsenelson Contrarian EdgeVitaliy Katsenelson Contrarian Edge[…]