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 »)

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