Vitaliy Katsenelson, CFA

Vitaliy Katsenelson, CFA

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CIO at IMA; value investor sharing frequent LinkedIn articles on company analysis, capital allocation, and long‑term investing philosophy.

Europe Faces Freedom‑energy Trade‑off; Italy Picks Energy
SocialApr 23, 2026

Europe Faces Freedom‑energy Trade‑off; Italy Picks Energy

Europe has put itself in a pickle where it has to choose between freedom and energy. Italy is choosing energy. https://t.co/g4zp4ZGexS

By Vitaliy Katsenelson, CFA
New AI Model Sparks Fresh Hedonic Treadmill Rush
SocialApr 16, 2026

New AI Model Sparks Fresh Hedonic Treadmill Rush

I am embarrassingly excited about Claude Opus 4.7. We are so spoiled. We get used to these tools, start cursing them for their flaws, and then a new model drops and it feels like a mini holiday. I know in...

By Vitaliy Katsenelson, CFA
Slow Listening Unlocks Patience and Creative Possibility
SocialMar 25, 2026

Slow Listening Unlocks Patience and Creative Possibility

I've been waking up every morning listening to Rick Rubin's chapter on patience from The Creative Act. With three kids, I needed this chapter long before I found it... "Impatience is often an ego-driven desire to move on to the next...

By Vitaliy Katsenelson, CFA