Israeli Market Community
Our community narratives are driven by numbers and valuation.
Israeli Investing Ideas
Global Weekly Picks
Sparc AI
41.0% undervalued intrinsic discount
When GPS fails: this small cap is fixing a $54B drone problem
View narrativeCE
Updated 27 Aug
Copart
38.9% undervalued intrinsic discount
Copart’s Share Price Fell. Its Moat Did Not.
View narrativeWE
Published 15 Jul
ASML Holding
16.9% undervalued intrinsic discount
ASML’s China Sell-Off Looks Overdone, Yet The Shares Are Not Cheap
View narrativeIV
Published 2 Aug
Universal Music Group
37.2% undervalued intrinsic discount
Universal Music Group: The Market Is Pricing the Quarter, Not the Catalogue
View narrativeFU
Published 24 Aug
NextVision Stabilized Systems
48.8% undervalued intrinsic discount
New
Global Defense Demand And Capacity Expansion Will Support Strong Long-Term Upside Potential
View narrativeAN
Published 12 Sep
Bezeq The Israel Telecommunication
9.2% undervalued intrinsic discount
Fiber Monetization And 5G Adoption Will Support Stronger Long Term Telecom Fundamentals
View narrativeAN
Updated 4 Sep
NextVision Stabilized Systems
39.3% undervalued intrinsic discount
Updated
Long Term Defense Demand And Capacity Expansion Will Support Future Earnings Power
View narrativeAN
Updated 12 Sep
Nayax
28.4% undervalued intrinsic discount
Updated
EV Charging And Cashless Payments Will Drive Powerful Long Term Upside Potential
View narrativeAN
Updated 8 Sep
Elbit Systems
24.8% undervalued intrinsic discount
Directed Energy And Unmanned Systems Will Drive Long-Term Defense Market Upside
View narrativeAN
Updated 26 Aug
Nayax
1.9% overvalued intrinsic discount
EV Charging And Contactless Payments Will Expand Future Markets
View narrativeAN
Updated 25 Aug
Tel-Aviv Stock Exchange
14.0% undervalued intrinsic discount
War Volatility And ETF Adoption Will Reshape Long-Term Exchange Earnings Profile
View narrativeAN
Updated 5 Aug
Bank Hapoalim B.M
17.9% undervalued intrinsic discount
Credit Expansion And Digital Growth Will Support Stronger Long Term Earnings Quality
View narrativeAN
Updated 12 Aug
Nayax
69.0% overvalued intrinsic discount
EV Charging Complexity And Rising Fees Will Pressure Long-Term Self-Service Payments Prospects
View narrativeAN
Updated 29 Jul
