Articles by Yinon Arieli



SELL NN Group

I sold NN Group at 42.6 euros as it is currently fairly valued. The stock was bought almost 10 years ago and yielded 93.5%. Including an annual dividend yield of around 7%, the stock had…



BUY Joint Stock Company Kaspi.kz

I bought the payments, marketplace, and fintech services company – Joint Stock Company Kaspi.kz (KSPI) to the portfolio at an average price of $95.0 with 5% of the portfolio worth.



Sell Chico’s FAS

Chico’s FAS (FAS) stock soared more than 60% today after the fashion company said it was being acquired by Sycamore Partners for $1 billion ($7.6 per share) and would be taken private.I don’t see a…


Sell Verde AgriTech

I sold today all the shares of Verde AgriTech (NPK.TO) as I no longer believe the company will return to a growth path in the foreseeable future.


BUY Tutor Perini

Today I bought 5% of the portfolio value in Tutor Perini (TPC) stock. Tutor Perini provides construction and infrastructure restoration services of various types. The coronavirus slowed down its activity, a slowdown that continued this…


BUY American Axle

I bought American Axle (AXL) at an average price of 7.96 at 5% of the portfolio value. American Axle & Manufacturing Holdings designs, engineers, and manufactures driveline and metal-forming technologies that support electric, hybrid, and…