Articles by Yinon Arieli

BUY PowerBand Solutions

I bought the stock of the fintech company PowerBand Solutions, which operates a revolutionary digital platform for purchasing used cars by car dealers in the US. I bought the stock that is traded on the…



BUY IWG

Today I bought the leading flexible office space company IWG at an average price of £3.03 at 5% of the portfolio value (note that the stock is traded in GBp, which is £1/100, meaning it’s…


Sorry Bill, I’m selling PSTH

After reading the letter Bill Ackman sent a few days ago to PSTH holders, I decided to sell the entire position in the stock (at an average price of $19.7). It is sold for a…


Stellantis Q2 2021 – growth in all regions

The post-merger Stellantis looks great. Although we are still under the influence of COVID and there is a significant shortage of chips weighing on the car market, STLA’s activity has returned close to the pre-COVID…


A very strong Q2 for Facebook

Another very strong quarter for the social network giant. Revenue in Q2 totaled $29 billion, a growth of 55.6% compared to the same quarter last year while maintaining operating profitability around the peak level of…


HRI

Great Q2 2021 for HRI

The equipment rental company Herc Holdings (HRI) continued to grow and improve profitability in the second quarter. I will not go into all the numbers (I’ll wait for the annual report), I will just say…


PSTH pulls out of Universal Music deal

Disappointing news. Bill Ackman announced today that PSTH has decided not to proceed with the Universal Music Group transaction to buy a 10% stake in UMG from Vivendi. Why is that? It’s not entirely clear,…


Another blockbuster quarter for Micron

Micron continued to grow strongly in the third quarter (its financial year ends in August). Revenue grew 36.5% to $7.4 billion and adjusted EBITDA increased to $2.3 billion – an increase of 163% compared to…


Should we keep holding Faurecia?

A few weeks ago we received a new dividend-share to the portfolio following the merger between Fiat-Chrysler and the PSA group (I wrote about it here) – Faurecia (the one we received is traded on…