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šOur WYNDEX update for today:
The WYNDEX is in the green for its fourth week in a row. That said, this week the Wyndex fell below the NASDAQās 2.91% post-labor day rally. This week we saw most of the movement (4.5% through 8.52%) outside the cyber domain. Digital bulls (Etoro, Oddity, Global E, and Wix) continued their march and lifted the index up. Palo Alto Networks and Cyberark with a modest rise of 2%. Two notable red dynamics: Varonis completed an acquisition of Slashnext (an AI native email security company) for $150mm total deal value and suffered a %5 share price decline. And the ICL group shed 5.59%.
šÆOur Big Shorts for today:
- Israelās state comptroller issues a damning report on the governmentās handling of civilian affairs post-Oct. 7th: The report charges that civilians āexperienced the failures of the Israeli government firsthandā - including those evacuated from homes in the North and South, reservists who have been continually drafted, and business owners who have been impacted by the war.
- India and Israel have inked a bilateral agreement: Not a lot of details yet but itās being hailed as a āstrategic stepā to open doors for Israeli & Indian investors, strengthen Israeli exports, and provide more certainty for both countries in doing business with each other. (India is already one of the biggest purchasers of Israeli arms.)
šAnd our Long Play today is an interview with Oren Zeev, a solo venture capitalists who has backed many companies started by Israeli founders: Houzz, Decart, Navan (formerly TripActions), and Riverside, to name a few. We talk to Oren about the current state of the IPO market & other opportunities for exits, what heās seeing from Israeli founders today, and what it means to be a āsolo VC/GP.ā
š
New episodes drop every Wednesday
Whatās Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri ā Israeli entrepreneur and former advisor to President Shimon Peres ā and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israelās economy and its future.
āļø LEGAL DISCLAIMER
This podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security.
š§ CREDITS:
Hosts - YONATAN ADIRI and MICHAL LEV-RAM
Executive Producer - ADAAM JAMES LEVIN-AREDDY
Sound and Video editing - MARTIN HUERGO
Music - MIDNIGHT GENERATION
