Written by: Zack Miller | June 22, 2008
Israelis business used to be characterized by brilliant technologies looking for a problem to solve. No 
longer. With MBA programs in Israel growing and more and more Israelis seeking training abroad, Israel management is seeing a tremendous upgrade in non-army qualifications, experience, and training. Kellogg School of Management has been running a successful EMBA program in Israel for years (see here). Now, we’re seeing more and more Israelis go abroad for their studies.
Today’s Globes has an article about this phenomenon. The US-Israel Educational Foundation (USIEF) (the Fulbright Program) reports that 110 Israeli students will begin MBA studies in the US in the upcoming academic year. Typically, Israel sent 60-70 to foreign MBA programs. This is the 3rd year in a row where over 100 Israeli students will study business abroad. (Continue »)
Written by: Zack Miller | June 17, 2008
A little flattery typically goes a long way. Katsman and I base most of our research from on-the-ground work we’re doing on Israeli stocks that trade in the U.S. As many who follow the sector know, it really helps in terms of information and data flow to be based in Israel. So, in order to break-out of group think, we
frequently travel to the US to meet with investors, the press and subscribers to our premium research product.
I take notice when I travel outside of Israel about how US investors and companies view Israeli firms. More importantly, I also get a chance to watch some great sports which our Israeli cable providers either miss or show at awful hours of the night. So, it was a huge treat yesterday for me to kick back and watch the playoffs of one of golf’s greatest events, the US Open, where once again, Tiger Woods made me feel totally inadequate as a man. It was a thrill to watch the best in the world compete. (Continue »)
Written by: Zack Miller | June 11, 2008
Zoran (ZRAN) held an analyst day yesterday at its Sunnyvale, CA headquarters. Well attended by Wall
Street, analysts generally left the event confident on the firm’s growth drivers and strategy but still very worried about the macroeconomic milieu at present.
Deutsche Bank believes in the Zoran story as it believes the firm will continue to see strong growth in digital TV and mobile phones in the second half of 2008. The bank believes ZRAN will conies to see demand driven from emerging markets with some support provided by converter box revenues. In a note to investors published yesterday, DB analysts said the leader in the consumer semiconductor market believes “that it is gaining share in printing, DVD, mobile phones, TVs, and printing.” (Continue »)
Written by: Zack Miller | June 3, 2008
Smart investors know how to look at company provided projections. You’ve got to take them with a grain of salt.
So, when Israel’s Finance Ministry begins making bold projections, you probably require at least a bucket full.
(Continue »)
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