INSIGHTS
AUG 2023
Walking Through a Hedge Fund Manager Mindset
MONEY TALKS PODCAST, HEBREW
Post the Half Year 2023 LVP leadership appearance in Calcalist top Hedge Fund performers, Omri joined the Money Talks team for an interesting conversation about the fund's building years, how to maintain prime performance, favorable business models and strategies in LVP's portfolio management and the fund's case study investment in Live Nation Entertainment Inc. (LYV). 80 Minutes.
JUN 2022
Practicing Conviction in Amazon
THE NOAM MADAR'S PODCAST, HEBREW
After peaking during the Pandemic in the Summer of 2020, AMZN share price performance lagged major tech comps and indices. The business' massive earnings potential and Moat Expansion are being masked by confusion from COVID Pull-Forward in retail revenues and Macro concerns, while the new environment is actually very accretive to the company's Moat. 72 Minutes.
MAY 2022
Apollo: Owning The Private Equity Oligopoly
THE NOAM MADAR'S PODCAST, HEBREW
Following an insightful conversation about the origins of Legacy Value Partners and current state of markets, Omri and Noam took a deep dive into the attractive, yet still misunderstood, Business Model, Moat and Growth profile of the tier 1 public Private Equity management companies Apollo, KKR and Brookfield Asset Management. 60 Minutes.
JAN 2022
Telsys: A One-of-a-Kind Global Niche Leader, Cheap Yet Again
BEST IDEAS 2022 CONFERENCE BY MOI GLOBAL, ENGLISH
Telsys, an Israeli company, controls the privately held Variscite, who leads the global ARM based System-On-Module (SOM) market, an extremely attractive and profitable Semiconductor sector niche ($1.5B TAM). The 2021 global chips shortage created an overlooked opportunity in Telsys stock, while the company kept dramatically expanding its moat as the market is focused on short term bottlenecks in growth.
AUG 2021
Understanding the Most Attractive Part in the Value Chain
THE VALUE HIVE PODCAST, ENGLISH
A deep dive into the strategy behind LVP's investments in niche leaders at the Semiconductors' WFE and Testing field, and in Facebook, followed by a conversation about the origins and advantages of the Israeli Tech Ecosystem. 97 Minutes.
APR 2021
Finding Value in Bundling and Unbundling Dynamics in Business
FINANSIM PODCAST, HEBREW
Omri spoke with Dr. Itai Gallili about the significant value businesses like Novolog (Israel) and Salesforce have created from Unbundling and Bundling industries and business models. 36 minutes.
JAN 2021
Salesforce.com - The Forgotten "Mega-Tech"
BEST IDEAS 2021 CONFERENCE BY MOI GLOBAL, ENGLISH
With a wide and expanding moat around its CRM applications, a growing TAM and an excellent track record of capital Re-investments (Organic and through M&As), Salesforce.com's World-Class dominance is still very under-appreciated.
APR 2020
Targeting the Finest Risk-Reward Opportunities Post the COVID-19 Markets Turmoil
FINANSIM PODCAST, HEBREW
While the Covid-19 crisis created an historic disruption to markets it also presents a unique opportunity for significant Alpha in stock picking. Omri talked about LVP's preference of businesses that see massive growth and are financially net-positive from the evolving situation in the global economy. 33 minutes.
JAN 2020
Formula Systems - Software-Focused Holding Company at Discount to NAV
BEST IDEAS 2020 CONFERENCE BY MOI GLOBAL, ENGLISH
Formula Systems is an Enterprise Software focused holding company based in Israel. The group’s unique structure and focus are creating data, financial, and strategic advantages that are rare to be seen in the software landscape. Several catalysts are on the horizon over the next 24 months.
OCT 2019
Different Agendas and Business Models Drive the Video Streaming Giants
INVESTOR ROUND TABLE, HEBREW
The historic rise of Netflix to a global Pole Position in video streaming has created an arms race of content and technology investments from Tech players like Amazon and Hollywood studios like Disney and Warner. But the floor is far from being straight in this battle.
APR 2019
The search for unique, hard to replicate, business footprints and the case for Quality focused Investing
FINANSIM PODCAST, HEBREW
How "Leveling of the playing field" tech companies like Amazon's AWS and Variscite (controlled by LVP's long term Israeli holding Telsys ltd.) are unlocking massive value for their customers while also establishing a wide economic moat around their own business. 38 minutes.
JUN 2018
ADO Group - The Pure Berliner
WIDE MOAT INVESTING 2018 SUMMIT BY MOI GLOVAL, ENGLISH
Berlin might be the most attractive Residential Real Estate market in the world and ADO Group, an Israeli company, is solely focused there with a platform of 23,000 units. An evolving shareholders proxy battle is about to narrow its over 30% discount to NAV soon.
