What's Your Number?

What's Next for Israeli IPO's? - with Oren Zeev


Listen Later

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our 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 NASDAQ’s 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%. 

🎯Our Big Shorts for today:

  • Israel’s state comptroller issues a damning report on the government’s handling of civilian affairs post-Oct. 7th: The report charges that civilians “experienced the failures of the Israeli government firsthand” - 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 it’s being hailed as a “strategic step” 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.) 

🔎And 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 he’s seeing from Israeli founders today, and what it means to be a “solo VC/GP.” 

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — 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 Israel’s  economy and its future. 

⚖️ 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. 

🎧 CREDITS:

Hosts - YONATAN ADIRI and MICHAL LEV-RAM

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Sound and Video editing - MARTIN HUERGO

Music - MIDNIGHT GENERATION

...more
View all episodesView all episodes
Download on the App Store

What's Your Number?By Ark Media

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

94 ratings


More shows like What's Your Number?

View all
The Tikvah Podcast by Tikvah

The Tikvah Podcast

624 Listeners

What Matters Now by The Times of Israel

What Matters Now

339 Listeners

Identity/Crisis by Shalom Hartman Institute

Identity/Crisis

193 Listeners

For Heaven's Sake by Shalom Hartman Institute

For Heaven's Sake

434 Listeners

Unpacking Israeli History by Unpacked

Unpacking Israeli History

1,187 Listeners

Call Me Back - with Dan Senor by Ark Media

Call Me Back - with Dan Senor

3,187 Listeners

The Times of Israel Daily Briefing by The Times of Israel

The Times of Israel Daily Briefing

1,077 Listeners

SAPIR Conversations by SAPIR: Ideas for a Thriving Jewish Future

SAPIR Conversations

68 Listeners

What Really Matters with Walter Russell Mead by Tablet Magazine

What Really Matters with Walter Russell Mead

416 Listeners

FDD Morning Brief by FDD

FDD Morning Brief

77 Listeners

Wondering Jews with Mijal and Noam by Unpacked

Wondering Jews with Mijal and Noam

137 Listeners

Here I Am With Shai Davidai by Shai Davidai

Here I Am With Shai Davidai

352 Listeners

Being Jewish with Jonah Platt by Jonah Platt

Being Jewish with Jonah Platt

449 Listeners

Boundless Insights - with Aviva Klompas by Boundless Israel, Inc.

Boundless Insights - with Aviva Klompas

96 Listeners

Ask Haviv Anything by Haviv Rettig Gur

Ask Haviv Anything

795 Listeners