The Disciplined Investor

CPI ticks up – PPI ticks down – never a dull moment.  Earnings season is here – Banks reported and most hit the skids. Bitcoin ETF approved and Bitcoin gets whacked and we enter a holiday shortened week – get ready! Guest: Vitaliy Katsenelson explains value investing and what he looks for in great stocks. His "Three Pillars" of quality are an important aspect of his research and what he looks for in companies that he plans to invest in for the long haul. Follow @andrewhorowitz Vitaliy Katsenelson, 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 invest, 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 h