Inside the Rope with David Clark
Ep 3: Justin Borus - Investing in Israel
Sep 14, 2017
David Clark interviews Justin Boris, Founder and CIO of Ibex Investors, about investing in Israeli companies. They discuss the success of the Lazarus Fund, challenges of microcap investing, finding value in lesser-known companies, Israel's dominance in autonomous driving technology, and the investment opportunities in Israel despite the challenges.
28:14
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Quick takeaways
- Microcap stocks offer potential for higher returns due to being underfollowed and underappreciated.
- Investing in Israeli companies can provide high returns with lower valuations compared to US stocks.
Deep dives
Investing in Microcap Stocks
Justin Boris discusses the potential in microcap stocks, which are the smallest public companies with a market capitalization below $300 million. He highlights that these stocks are often underfollowed and underappreciated, providing an opportunity for investors to uncover hidden gems. Boris emphasizes the importance of conducting thorough research and visiting these companies in person, as there is limited research available in the microcap space. He suggests that this niche area can offer higher returns compared to more widely known stocks.
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