Investment Ideas In Israel

Lesico – a growing Israeli micro-cap with a massive future tailwind

  Lesico (TLV: LSCO) Investment Thesis By Eyal Weitzner This is an updated version of a thesis I published on a professional financial website in May, 2020. I can be contacted via Anafa Capital’s website or my personal blog (written in Hebrew). Elevator Pitch: A well-managed, growing Israeli infrastructure construction micro-cap with a compelling valuation …

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Rani Zim Shopping Centers -a unique real estate company with infinite project ROE

I am usually not a fan of ‘average’ real estate companies. Their return on assets is usually a meager 5-7% and the only way they can generate a meaningful return on equity is through leverage, which is a double edged sword. In this article I would like to discuss how Rani Zim Shopping Centers (RANI), …

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Generation Capital- infrastructure holding co at unreasonable discount

The next Israeli company I would like to tell you about is Generation Capital (GNRS.TA). The reason I chose GNRS is because it shows that in Israel even market leading infrastructure companies with government contracts decades into the future can trade at unreasonable prices. GNRS is the first and, for the moment, only public infrastructure …

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