Vitaliy Katsenelson ✓

@vitaliyk · Join 100K+ readers ➡️ · joined 05 Jan 2009

Value Investor | Student of Life CEO @ IMA | Author of Soul in the Game Forbes called me “The New Benjamin Graham”

29 147Followers

884Following

21 409Posts total

199.3KViews on collected posts

Последние посты

Vitaliy Katsenelson ✓@vitaliyk15 Sep

"the best way to help the poor is not to be one of them" 11.1K views · 13 likes · 0 reposts · 2 replies Open on X →

Vitaliy Katsenelson ✓@vitaliyk15 Sep

Add up every investing skill you have. Then multiply that sum by your ability to stay rational. If you let the emotions generated by the last tick of the market dominate your buy and sell decisions, it won't really matter what the sum of your other skills is. That sum will be 971 views · 4 likes · 1 reposts · 0 replies Open on X →

Vitaliy Katsenelson ✓@vitaliyk15 Sep

In Think Again @AdamMGrant tells a story about the first time he met Daniel Kahneman, the Nobel laureate and co-father of behavioral economics. He was giving a speech and noticed Kahneman in the first row. He was shocked and flattered. After the speech Kahneman came up to him, 1.7K views · 19 likes · 1 reposts · 1 replies Open on X →

Vitaliy Katsenelson ✓@vitaliyk14 Sep

The human mind interprets frequency and loudness as authority. There is a good reason advertisers repeatedly bombard you with the same ads. The stock market's daily liquidity, stocks being priced continuously throughout the day, is both a feature and a bug. If you unintentionally 1.7K views · 14 likes · 1 reposts · 0 replies Open on X →

Vitaliy Katsenelson ✓@vitaliyk13 Sep

@vitaliyk @VisionaryMetr1c Disagree. Tesla's marginal advantage is huge! Few people realize just how much cheaper Tesla’s Robotaxi is on a cost-per-mile basis compared with its closest competitor. 192 views · 3 likes · 0 reposts · 0 replies Open on X →

Vitaliy Katsenelson ✓@vitaliyk13 Sep

Getting a lot of good debate here. My answers to some of the points made: $UBER the company is fine. Bookings +20% a year. Last quarter +22%, $58B. Profits running ahead of sales. $10B of free cash flow. A utility. The stock is not trading the business. It is trading robotaxi 46.6K views · 109 likes · 7 reposts · 21 replies Open on X →

Vitaliy Katsenelson ✓@vitaliyk13 Sep

@vitaliyk Your analysis assumes all competitors in the robotaxi space will have the same cost structure and thus the returns will be limited for all. But that is demonstably false. Tesla Cybercab will cost less to manufacture and less to operate per mile. That difference will be 678 views · 8 likes · 0 reposts · 2 replies Open on X →

Vitaliy Katsenelson ✓@vitaliyk13 Sep

@vitaliyk Waymo (Google), Zoox (Amazon), & Tesla are going to put Uber out of business. Probably also destroys car ownership in the process. 347 views · 3 likes · 1 reposts · 0 replies Open on X →

Vitaliy Katsenelson ✓@vitaliyk13 Sep

Robotaxis will be a bond-like business, and $Uber wins. Everyone is excited about Tesla robotaxis. I think the robotaxi business will get commoditized fast and turn into a bond-like business. I'm making one big assumption here: self-driving technology will not belong to Tesla 136K views · 151 likes · 12 reposts · 76 replies Open on X →

На фоне аккаунтов своего размера

9 постов за последние 90 дней рядом с диапазоном 10K–100K подписчиков. показывается широко, но откликается мало кто.

Медианные просмотры1 702этот аккаунт924медиана для 10K–100K

Охват, %5.84%этот аккаунт3.62%медиана для 10K–100K

Вовлечённость, %0.88%этот аккаунт1.52%медиана для 10K–100K

Показатель	Этот аккаунт	Медиана для 10K–100K	Отношение
Медианные просмотры на пост	1 702	924	1.84×
Охват (просмотры ÷ подписчики)	5.84%	3.62%	1.61×
Вовлечённость	0.88%	1.52%	0.58×

Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

136K13 Sep

347

678

46.6K

192

1.7K14 Sep

1.7K15 Sep

971

11.1K

Last 9 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.18%13 Sep

1.15%

1.47%

0.30%

1.56%

0.88%14 Sep

1.21%15 Sep

0.51%

0.14%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes52.0%324 in total

Reposts3.7%23 in total

Replies16.4%102 in total

Quotes1.4%9 in total

Bookmarks26.5%165 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Последние посты

На фоне аккаунтов своего размера

Growth & engagement

Views per post

Engagement rate per post

What the audience does

Похожие аккаунты