The Intellectual Investor – Value Investing by Vitaliy Katsenelson

Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value – Ep 288

April 23, 2026
Episode Description from the Publisher

At IMA, we deal with prospective clients who have a short-term time horizon very differently. We do what I call "reverse marketing." I write articles, people read them, and when they get interested in our services, they download our brochure and reach out to us. The post Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value – Ep 288 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.

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