Inside the Rope with David Clark cover image

Inside the Rope with David Clark

Ep 128: Justin Borus - Israel's once in a cycle opportunity

Sep 26, 2022
Justin Borus, Founder and CEO of Ibex Investors, discusses the opportunities arising from the revaluation of technology companies, the strategy and outlook for the Ibex Israel fund, and the trends in companies and technologies emerging from Israel. Justin highlights the minimal impact of inflation on the fund's strategy and the upcoming shift towards private companies in the next 6-18 months.
21:06

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • The recent revaluations of fast-growing technology companies globally have created attractive opportunities for the Israel fund, with significant declines in publicly listed companies and slashed valuations in the private side.
  • Despite the challenges and declines in the Israeli market, there are still attractive valuations and potential venture capital-like returns available, particularly in growth companies with compelling opportunities in sectors like enterprise software, cybersecurity, medical devices, and agriculture.

Deep dives

Recent revaluations and declining values of fast-growing technology companies

In this episode, Justin Borus discusses the recent revaluations and declining values of many fast-growing technology companies globally. He believes this presents a unique opportunity to enter these companies at attractive valuations. In Israel's publicly listed universe, half of the companies are down over 50%, with 30% down over 70%. On the private side, many VCs have stopped making new investments and are focused on existing portfolios. Despite popular belief, Israel is not immune to the sell-off. However, Justin states that bear markets provide opportunities to make fortunes.

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