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The Intellectual Investor – Value Investing by Vitaliy Katsenelson title: The Intellectual Investor by Vitaliy Katsenelson - Value Investing Blog
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A client emails me: stock XYZ has declined 25%, is the thesis broken? It’s a fair question, and the honest answer is one I want to walk through carefully, because the same client letter brought a second question wearing different clothes: how do you tell the difference between patience and stubbornness when a position isn’t working?
Both questions ...
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Adam Anderson’s interview – AI-generated summary: https://x.com/vitaliyk/status/2...
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Trump’s call for a bitcoin strategic reserve is a very bad idea article: