{"id":25392,"date":"2013-11-17T21:11:32","date_gmt":"2013-11-18T02:11:32","guid":{"rendered":"http:\/\/www.thedisciplinedinvestor.com\/blog\/?p=25392"},"modified":"2016-09-20T20:04:16","modified_gmt":"2016-09-21T00:04:16","slug":"tdi-podcast-value-investing-with-vitaly-and-the-nsa-backlash-339","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2013\/11\/17\/tdi-podcast-value-investing-with-vitaly-and-the-nsa-backlash-339\/","title":{"rendered":"TDI Podcast: Value Investing with Vitaliy and The NSA Backlash (#339)"},"content":{"rendered":"<p><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\"><img decoding=\"async\" class=\"size-medium wp-image-257 alignright\" title=\"iTunes Subscribe\" alt=\"\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2013\/11\/itunes_subscribe3-4.png\" \/><\/a>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&#8217;s podcast. We also talk about the NSA backlash and China&#8217;s new economic policies.<\/p>\n<p><!--more--><\/p>\n<p style=\"text-align: center;\"><a title=\"Key Reversal Indicator  Some Important News\" href=\"#podcast\"><strong><span style=\"color: #888888;\"><span style=\"color: #000000;\">LISTEN TO THIS PODCAST NOW<\/span><\/span><\/strong><\/a><\/p>\n<p style=\"text-align: center;\"><strong>TriggerCharts Webinars &#8211; <a title=\"Webinar  The Trader\u2018s Playbook Series (FREE)\" href=\"http:\/\/www.triggercharts.com\/events\/\">CLICK HERE<\/a><\/strong><\/p>\n<p style=\"text-align: center;\"><a class=\"twitter-follow-button\" href=\"https:\/\/twitter.com\/andrewhorowitz\" data-show-count=\"false\">Follow @andrewhorowitz<\/a><\/p>\n<p style=\"text-align: center;\"><script type=\"mce-text\/javascript\" src=\"\/\/platform.twitter.com\/widgets.js\"><\/script>________<\/p>\n<p><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2013\/11\/Katsenelson.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft\" title=\"Katsenelson\" alt=\"\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2013\/11\/Katsenelson.jpg\" width=\"120\" height=\"90\" \/><\/a><strong>From Vitaliy Katsenelson:<\/strong> The Chief Investment Officer at <a href=\"http:\/\/www.imausa.com\/\">Investment Management Associates, Inc<\/a> (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.<\/p>\n<p>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.<\/p>\n<p style=\"text-align: center;\"><a title=\"Contrarian Edge\" href=\"http:\/\/contrarianedge.com\/\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-25393\" alt=\"VK Contrarian\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2013\/11\/VK-Contrarian-1.jpg\" width=\"500\" height=\"66\" \/><\/a><\/p>\n<p style=\"text-align: center;\">Vitaley has authored the <a href=\"http:\/\/activevalueinvesting.com\/\">Little Book of Sideways Markets<\/a> (Wiley, 2010) and <a href=\"http:\/\/activevalueinvesting.com\/\">Active Value Investing<\/a> (Wiley, 2007).<\/p>\n<p style=\"text-align: center;\"><a id=\"podcast\" name=\"podcast\"><\/a><\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_6255\"><a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode339.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('6255','http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode339.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode339.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=25392-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode339.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode339.mp3\">Download<\/a> (Duration: 58:39 &#8212; 32.4MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_6256\"><a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode339.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('6256','http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode339.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode339.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=25392-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode339.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode339.mp3\">Download<\/a> (Duration: 58:39 &#8212; 32.4MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[5,186,12,9,296,42],"tags":[496,118,490],"class_list":["post-25392","post","type-post","status-publish","format-standard","hentry","category-economy","category-marketmash","category-markets","category-podcasts","category-shownotes","category-stocks","tag-education","tag-podcast","tag-stocks","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/25392","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=25392"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/25392\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=25392"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=25392"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=25392"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}