Articles by Yinon Arieli


Hints for a close deal for PSTH

Bill Ackman’s Pershing Square Tontine Holdings (PSTH) jumped yesterday as Ackman said in an interview with the Wall Street Journal that he is discussing a potential deal with an “iconic, phenomenal great business”, and he…



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Strong Q1 2021 for HRI

The U.S. economic recovery from the corona has given a dramatic boost to the results of the equipment rental company Herc Holdings (HRI), which presented a particularly strong report for the first quarter of 2021….



Dividends update for STLA and JPM

Stalantis has announced the distribution of a cash dividend combined with a spin-off of Faurecia, which is one of the world’s largest suppliers of components and technologies to vehicles. Those who held Stalantis on March…


Sell 65% from HRI

The rental equipment company HRI has flown up in recent months, crossing my conservative target price ($106). To remind you, I valued the company based on an EBITDA forecast of about $745 million for the…


Great Q4 2020 for Gannett

The media and digital company Gannett (GCI) topped my forecast for the fourth quarter of 2020 – the number of subscribers grew by 29% this year, revenue grew to $875 million, expenses decreased by $61…