Omri Velvart: Value Investing At The Age of Acceleration

Value Hive Podcast

This week we had a conversation we Omri Velvart Founder & CIO @ Legacy Value Partner. We dive into his journey from being a Deep Value Investor to investing in Quality, why he invested in Salesforce (CRM) and Facebook (FB), what is Value Chain Investing, and last but not least we had a conversation about investing in Israel businesses.

Please do yourself a favor and follow Omri on Twitter (here). He is criminally underfollowed and I hope we can change that!

If you're interested in what he's doing at Legacy Value Partners, check out their Twitter page, here.

Here is the conversation time-stamp:

• [0:00] Who is Omri Velvet?
• [13:30] From Deep Value Investing to Quality Investing
• [17:00] Advantages of Being Small
• [20:00] Investing in Salesforce (CRM)
• [32:00] Value Chain Investing: Facebook
• [44:00] Mistakes on Value Chain Investing: Semiconductor Industry
• [54:00] Investing in Tech Israel Businesses
• [1:05:00] Possible Red Flags on Investing in Israel
• [1:12:00] Exciting Businesses to Invest in
• [1:13:00] Talkspace, Inc (TALK)
• [1:27:30] Omri Velvart’s Interests
• [1:32:00] More from Omri Velvart and Closing Questions

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