Sell SolarEdge
I decided to sell the entire position in Solaredge (SEDG) at an average price of $352.5 . It’s one of my favorite companies in the portfolio and the stock went 5 times higher since I…
Articles by Yinon Arieli
Sell CDON
I’m selling CDON at 373 SEK, unfortunately, for a 15.2% loss. Their activity is growing but much slower than I expected. In the 3rd quarter net sales of the 3P marketplace grew by 15%, which…
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 Orient Overseas and enjoy the maritime transportation boom
I bought the container transport and logistics services company Orient Overseas. I bought the main stock that is traded on the Hong Kong Stock Exchange under the symbol 0316.HK at an average price of 168…
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…
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,…