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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI Rewind: Discovering Value Investments w/ Vitaliy Katsenelson
Description: Clay Finck chats with Vitaliy Katsenelson about what Vitaliy looks for in the companies he invests in, how he thinks about the discount rate in his valuation process, and more.Vitaliy is the CEO of Investment Management Associates and is the author of the Little Book of Sideways Markets.IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro03:03 - How Covid-19 has changed the game of value investing.18:44 - How Vitaliy ensures that managements incentives are aligned with that of the shareholders.21:22 - Why buying gr...