TDI Podcast: Shallow Hal Investing (#751)

Vitaliy Katsenelson is this week’s guest.

The good news is that January is just about ova’ ! What will February bring?

Wednesday was FOMC day – So what did they actually say, how is this turning into an epic policy mistake?

TDI Podcast on Apple Podcasts

SeedInvest – The curated equity crowdfunding platform, helping entrepreneurs raise the capital they need from Seed stage to Series D by harnessing the awesome power of the crowd.

Learn More At

Born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother.

His professional career is easily described in one sentence: He invests, He educates, he writes, and he could not dream of doing anything else.

He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his  CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first, he taught an undergraduate class at the University of Colorado at Denver and later a Sideways-200-284graduate investment class at the same university that he designed based on his day job.

He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on.

He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.

VK Contrarian

Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007).


Looking for style diversification? More information on the TDI Managed Growth Strategy –


Friday Pre-Market Run-Down Webinar Registration –

Stocks mentioned in this episode: (KO), (DOCU), (MA), (ARKK), (IBM), (AMC)