Omri Velvart: Value Investing At The Age of Acceleration

<p>This week we had a conversation we Omri Velvart Founder &amp; 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.</p> <p>Please do yourself a favor and follow Omri on Twitter (<a href="https://twitter.com/Omri_Legacy">here</a>). He is criminally underfollowed and I hope we can change that!</p> <p>If you're interested in what he's doing at Legacy Value Partners, check out their Twitter page, <a href="https://twitter.com/___LVP___">here</a>.&nbsp;</p> <p>Here is the conversation time-stamp:&nbsp;</p> <ul> <li>[0:00]&nbsp;Who is Omri Velvet?</li> <li>[13:30] From Deep Value Investing to Quality Investing</li> <li>[17:00] Advantages of Being Small</li> <li>[20:00] Investing in Salesforce (CRM)</li> <li>[32:00] Value Chain Investing: Facebook</li> <li>[44:00] Mistakes on Value Chain Investing: Semiconductor Industry</li> <li>[54:00] Investing in Tech Israel Businesses</li> <li>[1:05:00] Possible Red Flags on Investing in Israel</li> <li>[1:12:00] Exciting Businesses to Invest in</li> <li>[1:13:00] Talkspace, Inc (TALK)&nbsp;</li> <li>[1:27:30] Omri Velvart’s&nbsp;Interests</li> <li>[1:32:00] More from Omri Velvart and Closing Questions</li> </ul> <p>This episode is brought to you by TIKR. Join the free beta today at <a href="https://tikr.com/hive" rel="ugc noopener noreferrer" target="_blank">TIKR.com/hive</a><a href="https://tikr.com/hive" rel="ugc noopener noreferrer" target="_blank">.</a> 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</p> <p>We're also proud to introduce our newest sponsor, Quartr! Quartr is revolutionizing the w