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Breakfast with Vitaliy Katsenelson: Two Stock Case Studies

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HFA Staff
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Vitaliy Katsenelson
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On the quiet Friday morning before the 2025 Berkshire Hathaway Annual Meeting, a crowd gathered at the Embassy Suites Old Market in Omaha for a breakfast hosted by Vitaliy Katsenelson, CEO of Investment Management Associates (IMA) and author of Soul in the Game. It was mostly in Q&A format and we highlighted some interesting parts of the several hour session.

Check out our coverage of the 2025 Berkshire Hathaway Annual Meeting and other exciting Omaha value investing events here.

A Tribute to Charlie Munger

The event opened on a reflective note, with Vitaliy honoring the late Charlie Munger. He emphasized how Munger's clarity of thought and devotion to rationality shaped not just Berkshire Hathaway, but also Vitaliy’s...

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