
Ep 3: Justin Borus - Investing in Israel
Inside the Rope with David Clark
Investment opportunities in Israel
This chapter explores the investment potential of Israeli companies, highlighting their growth prospects and the valuation arbitrage compared to US companies. It discusses the advantages of investing in Israel, such as the potential for private equity and venture capital-like returns, and emphasizes the need for niche differentiated strategies. Despite the challenges of investing in Israel, including long distances and negotiation complexities, the chapter suggests that investors who endure these obstacles can potentially achieve high annual returns.
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