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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[…]

I Don’t Eat Desserts – Vitaliy Katsenelson Contrarian EdgeVitaliy Katsenelson Contrarian Edge

I Don’t Eat Desserts I just finished a ten-page quarterly letter to clients and am taking refuge here to write about anything other than stocks. This scribble will be about a topic that I have been thinking about the last six months. I am somewhat embarrassed about it, because it’s a bit “me”-centered, and I Read more about I Don’t Eat Desserts – Vitaliy Katsenelson Contrarian EdgeVitaliy Katsenelson Contrarian Edge[…]