Articles by Yinon Arieli

Does Bill Ackman have a deal for PSTH?

Last week, Bill Ackman tweeted that PSTH’s stockholders could also participate in the issuance of his next Spac (PSTH II) at the initial price of $20 per share. When Ackman was asked “how will he…


JPM continues to flourish in 2020

2020 revenue grew by 3.7% compared to 2019, totaling $122.9 billion, while reported net profit shrank from $36.4 billion to $29.1 billion. However, keep in mind that JPM was forced to build a reserve of…


HRI is poised to grow again in 2021

It was a very challenging year for the rental equipment company Herc Holdings. The lockdown in the US led to a sharp slowdown in commercial real estate activity (a decrease of 23%) and a corresponding…



Why Gannett is a strong buy?

Gannett is the largest newspaper company in the US, which runs a number of leading print and digital press brands, the most popular being USA Today. The transition of readers to digital media caused the…



After Q1 2021 Micron is worth $100

The memory chip maker – Micron, continues to improve its financial results. In the quarter ended December 2020 (called Q1 2021 at Micron), revenue grew to $5.8 billion, an increase of 12.2% compared to the…


Buy CDON AB

Today I bought CDON stock (CDON on the Stockholm stock exchange) at a price of 440 SEK at 6% of the portfolio value. The stock is running higher recently as more and more investors hear…


FCAU is now STLA

The Fiat Chrysler merger with PSA Group (Peugeot) is now official and created the fourth largest car manufacturer in the world – Stellantis. The stock began trading today on the Milan and Paris stock exchanges,…