Omri Velvart: Value Investing At The Age of Acceleration

This week we had a conversation we Omri Velvart Founder & CIO @ Legacy Value Partner. We dive into his journey from being a Deep Value Investor to investing in Quality, why he invested in Salesforce (CRM) and Facebook (FB), what is Value Chain Investing, and last but not least we had a conversation about investing in Israel businesses. Please do yourself a favor and follow Omri on Twitter (here). He is criminally underfollowed and I hope we can change that! If you're interested in what he's doing at Legacy Value Partners, check out their Twitter page, here.  Here is the conversation time-stamp:  [0:00] Who is Omri Velvet? [13:30] From Deep Value Investing to Quality Investing [17:00] Advantages of Being Small [20:00] Investing in Salesforce (CRM) [32:00] Value Chain Investing: Facebook [44:00] Mistakes on Value Chain Investing: Semiconductor Industry [54:00] Investing in Tech Israel Businesses [1:05:00] Possible Red Flags on Investing in Israel [1:12:00] Exciting Businesses to Invest in [1:13:00] Talkspace, Inc (TALK)  [1:27:30] Omri Velvart’s Interests [1:32:00] More from Omri Velvart and Closing Questions This episode is brought to you by TIKR. Join the free beta today at They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. Also, they've introduced their new Global Stock Screener. Check it out now! I couldn't be more excited to partner with TIKR We're also proud to introduce our newest sponsor, Quartr! Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from twelve countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android.

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