From Paris with Love, from London with Concern – Part 1 – Ep 271
The Intellectual Investor – Value Investing by Vitaliy Katsenelson
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You can read the full essay: https://investor.fm/quality-matters-from-paris-to-portfolios/
My Lady at the Musée painting image link: https://investor.fm/quality-matters-from-paris-to-portfolios/
Position sizing article: https://investor.fm/position-sizing-how-to-construct-portfolios-that-protect-you/
Position Sizing: How to Construct Portfolios That Protect You: https://investor.fm/position-sizing-how-to-construct-portfolios-that-protect-you/
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WHO AM I: Vitaliy Katsenelson is the CEO of Investment Management Associates (IMA) in 2012. Forbes Magazine called him “The New Benjamin Graham.” He’s written for publications including Financial Times, Barron’s, Institutional Investor, and Foreign Policy.
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