Yinon Arieli – The Long Run Plan https://longrunplan.com/author/yinon/ Value Investing Stock Ideas and Screeners Tue, 04 Oct 2022 17:13:46 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 How to convert Gazprom ADRs and other Russian DRs to local shares https://longrunplan.com/2022/05/16/how-to-convert-gazprom-adrs-and-other-russian-drs-to-local-shares/ https://longrunplan.com/2022/05/16/how-to-convert-gazprom-adrs-and-other-russian-drs-to-local-shares/#comments Mon, 16 May 2022 22:05:24 +0000 https://longrunplan.com/?p=5959 According to the Russian administration’s decision in April, all shares of Russian companies traded on stock exchanges outside the US must be delisted. The deadline for that seems to be August 3rd, thus if you...

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]]> https://longrunplan.com/2022/05/16/how-to-convert-gazprom-adrs-and-other-russian-drs-to-local-shares/feed/ 112 Happy New Year! https://longrunplan.com/2022/01/01/happy-new-year/ https://longrunplan.com/2022/01/01/happy-new-year/#respond Sat, 01 Jan 2022 14:12:44 +0000 https://longrunplan.com/?p=5822 2021 ended yesterday. It was another successful year for the portfolio, which yielded 18.5%. In the coming days, I will publish my annual summary to the portfolio members, including my goals for the coming year...

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]]> https://longrunplan.com/2022/01/01/happy-new-year/feed/ 0 Jordanian clothing manufacturer at a discount: Jerash Holdings (JRSH) https://longrunplan.com/2021/03/31/jordanian-clothing-manufacturer-at-a-discount-jerash-holdings-jrsh/ https://longrunplan.com/2021/03/31/jordanian-clothing-manufacturer-at-a-discount-jerash-holdings-jrsh/#respond Wed, 31 Mar 2021 14:23:41 +0000 https://longrunplan.com/?p=5611 Jerash Holding (JRSH) is a Jordanian overlooked micro-cap clothing manufacturer (market cap of $68 million based on the share price of $6), which trades on the NASDAQ, grows consistently, loaded with cash, and probably worth...

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]]> https://longrunplan.com/2021/03/31/jordanian-clothing-manufacturer-at-a-discount-jerash-holdings-jrsh/feed/ 0 49.3% for the LongRunPlan Portfolio in 2020 https://longrunplan.com/2021/01/04/49-3-for-the-longrunplan-portfolio-in-2020/ https://longrunplan.com/2021/01/04/49-3-for-the-longrunplan-portfolio-in-2020/#respond Mon, 04 Jan 2021 14:56:41 +0000 https://longrunplan.com/?p=5451 2020 was a very challenging year. It opened with the outbreak of the corona in February, which knocked the markets down 35%. Fortunately, the portfolio had a strong cash balance at this time, so I...

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]]> https://longrunplan.com/2021/01/04/49-3-for-the-longrunplan-portfolio-in-2020/feed/ 0 Buffett Indicator: Where Are We with Stock Market Valuations? https://longrunplan.com/2020/08/17/buffett-indicator-where-are-we-with-stock-market-valuations/ https://longrunplan.com/2020/08/17/buffett-indicator-where-are-we-with-stock-market-valuations/#respond Mon, 17 Aug 2020 13:47:24 +0000 https://longrunplan.com/?p=5215 The U.S. just had one of its worst days of COVID-19 deaths since April, 56 million Americans have filed for unemployment and the presidential election is less than three months away. At the same time,...

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]]> https://longrunplan.com/2020/08/17/buffett-indicator-where-are-we-with-stock-market-valuations/feed/ 0 Should you short Tesla stock? https://longrunplan.com/2020/08/08/should-you-short-tesla-motors-stock/ https://longrunplan.com/2020/08/08/should-you-short-tesla-motors-stock/#respond Sat, 08 Aug 2020 12:09:42 +0000 https://longrunplan.com/?p=5185 Electric vehicles are certainly the future of the automobile market, but does this justify that Tesla will trade at a market capitalization of $277 billion? This is larger than the combined value of Toyota, General...

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]]> https://longrunplan.com/2020/08/08/should-you-short-tesla-motors-stock/feed/ 0 Did The Market Actually Recover From COVID19? https://longrunplan.com/2020/08/02/did-the-market-actually-recover-from-covid19/ https://longrunplan.com/2020/08/02/did-the-market-actually-recover-from-covid19/#respond Sun, 02 Aug 2020 11:21:01 +0000 https://longrunplan.com/?p=5149 Many predict that the global economy is headed into a recession but stock prices are flying up. how is it possible? Well, the global economy is indeed looking depressed due to the Corona lockdown, Except...

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]]> https://longrunplan.com/2020/08/02/did-the-market-actually-recover-from-covid19/feed/ 0 Which is the #1 health care stock for the corona era? https://longrunplan.com/2020/07/05/which-is-the-1-health-care-stock-for-the-corona-era/ https://longrunplan.com/2020/07/05/which-is-the-1-health-care-stock-for-the-corona-era/#comments Sun, 05 Jul 2020 08:35:30 +0000 https://longrunplan.com/?p=5104 The corona-virus accelerated the transition of many activities to the digital arena. It’s not just buying stuff online instead of going to physical stores, but also in the field of social media, studying, meetings, etc,...

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]]> https://longrunplan.com/2020/07/05/which-is-the-1-health-care-stock-for-the-corona-era/feed/ 2 2 NEW quantitative strategies were added to the LongRunPlan: Robot Portfolio and The Acquirer’s Multiple https://longrunplan.com/2020/04/25/2-new-quantitative-strategies-were-added-to-the-longrunplan-robot-portfolio-and-the-acquirers-multiple/ https://longrunplan.com/2020/04/25/2-new-quantitative-strategies-were-added-to-the-longrunplan-robot-portfolio-and-the-acquirers-multiple/#respond Sat, 25 Apr 2020 12:42:45 +0000 https://longrunplan.com/?p=4983 We have added 2 new strategies to the quantitative strategies section: The Robot Portfolio  The Robot strategy was suggested by the fund manager and Bloomberg’s columnists, John Dorfman. Dorfman’s robot portfolio selects the 10 stocks...

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]]> https://longrunplan.com/2020/04/25/2-new-quantitative-strategies-were-added-to-the-longrunplan-robot-portfolio-and-the-acquirers-multiple/feed/ 0 An unprecedented number of people are keen to invest in stocks and leverage the opportunities during Covid-19 crisis https://longrunplan.com/2020/04/23/an-unprecedented-number-of-people-are-keen-to-invest-in-stocks-and-leverage-the-opportunities-during-covid-19-crisis/ https://longrunplan.com/2020/04/23/an-unprecedented-number-of-people-are-keen-to-invest-in-stocks-and-leverage-the-opportunities-during-covid-19-crisis/#respond Thu, 23 Apr 2020 19:39:23 +0000 https://longrunplan.com/?p=4976 We’ve been overwhelmed (and somehow shocked!) by the overwhelming number of people that are joining our service, looking to invest money in stocks during this crisis. Our website traffic has jumped by 78% in the...

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]]> https://longrunplan.com/2020/04/23/an-unprecedented-number-of-people-are-keen-to-invest-in-stocks-and-leverage-the-opportunities-during-covid-19-crisis/feed/ 0