Guest: Vitaliy Katsenelson discusses several of his best ideas on the value front. His recent research on Apple (AAPL) and other companies are part of our discussion as well as the difference between value and growth investing. Earnings that are in focus for the week and the economics we need to watch for are all on this week’s podcast. We also talk about the NSA backlash and China’s new economic policies.
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From Vitaliy Katsenelson: The 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, but who cares) from the University of Colorado at Denver, and finished his CFA designation, as he wanted to keep learning.
At first , he figured the best way to learn is to teach. Initially he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on my day job.
Vitaley has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007).
Podcast: Play in new window | Download (Duration: 58:39 — 32.4MB)
