Top all-time · #8776
Vitaliy Katsenelson
Personal blog · contrarianedge.comeconomicsbusinessphilosophy
Vitaliy Katsenelson writes The Intellectual Investor, a personal blog at contrarianedge.com about economics, business and philosophy. Since 2010, 9 different Hacker News readers have linked it 12 times. It is still writing: the last post was on 2026-10-15, and you can follow it by feed.
Too few sampled comments (5) to say how often HN recommends it.?
Why HN links it
HN readers link Katsenelson's contrarianedge.com for macro and investing commentary: mobile spending draining retail, China bubble risk, and stock valuations. One commenter calls it an interesting site.
Summarised by Claude from a sample of 5 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.
Value Investing, Life/Philosophy and Classical Music Explained by Vitaliy Katsenelson, The Intellectual Investor
What Hacker News says?
Retail is under terrible pressure, and one reason among many is in your pocket[0]: "Consumer income has not changed much since 2006, thus over the last 10 years $190 billion in consumer spending was diverted toward mobile phones. [...] Between phones and their services, this is $340 billion that will not be spent on T-shirts and shoes." [0] http://contrarianedge.com/2017/07/26/not-just-amazons-fault-...
Comment linking /2017/07/26/not-just-amazons-fault-changing-consumer-habits-killing-old-retail-biz/
on “Lessons learned from a failing local mall”Submitted Bitcoin – Millennials Fake Gold as a story · 44 points
HN discussionOne of the best books I've read about investing is Vitaliy Katsenelson's Active Value Investing: Making Money in Range-Bound Markets. Katsenelson argues that one should have a sell strategy in mind before purchasing a stock, instead of buying a stock and then holding forever, what he calls "buy and forget to sell". His book is not about day trading, but he does advocate timing, what he calls pricing, a trade so that…
Comment linking /2009/10/28/books-that-will-help-gain-sanity-in-insane-market-part-2/
on “Ask HN: How did you learn about stock market/trading investing ?”Submitted Tesla's Risky Gamble and the Future of Lithium-Ion Batteries as a story · 14 points
HN discussionI voted you up. Thanks for the link to the site, I also wanted to investigate further. It does look like he repeats the same story a lot on that site. Here's a very similar story from 2008: http://contrarianedge.com/2008/08/21/chinese-and-starbucks-l... There are other presentations and interviews where he repeats these arguments. While there is definitely a bit more detail and statistics on the site, it's not signi…
Comment linking /2009/07/30/reappraising-china%E2%80%99s-%E2%80%98staggering%E2%80%99-growth/
on “China: the coming costs of a superbubble ”Submitted Is China the Mother of All Black Swans? as a story · 14 points
HN discussionit's just a very general and simple to understand article in a Christian Science Monitor. author has an interesting site and a book, http://contrarianedge.com for those like me who want to investigate further.
Comment linking /
on “China: the coming costs of a superbubble ”Submitted 30 Years in America as a story · 7 points
HN discussion"Why Amazon May Be Worth 179 Times Earnings" http://contrarianedge.com/2012/07/26/valuex-vail-2012-though...
Comment linking /2012/07/26/valuex-vail-2012-thoughts-part-1-why-amazon-may-be-worth-179-times-earnings/?utm_source=feedburner&
on “FB nearly cut in half since IPO (22.28 current low)”Submitted Are Electric Cars Good for the Environment? as a story · 2 points
HN discussionSubmitted The Fischer Random Chess Stock Market as a story · 1 points
HN discussion
