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Upcoming conferences: VALUEx 2018 and Ideaweek 2018

I will participate in Guy Spier's VALUEx Zurich/Klosters 2018 - a fantastic informal and intimate get-together of like-minded investors. I have been participating since the start in 2011 and have tremendously benefited from the insights gained. Guy is a Zurich-based...

Interview: Beyond Quant InvestTraining

I was recently interviewed by Nitiin Khandkar from Beyond Quant. Download PDF: Beyond Quant Interview with Robert Leitz Link (third party website): http://bqinvesttraining.com/interview-robert-leitz-investment-manager/...

PERI: CEO Josef Mandelbaum to step down

Today, as a direct result of yesterday's extraordinary shareholders meeting and the run-up to this event, the company announced that Josef Mandelbaum will be leaving his position as CEO. This is good news. With a new - and hopefully more skilled and credible - team,...

PERI: Position Statement by Zack and Orli Rinat

Another major shareholder just spoke out against the Board and Management: >>> Re: Position Statement in accordance with section 88(b) of the Israeli Companies Law 5759-1999 Dear Mr. Gelman, Reference is hereby made to that certain Form 6-K filed by Perion Network...

PERI: 2nd Position Statement – Ronen Shilo (August 30, 2016)

"I urge all shareholders to vote “AGAINST” Proposal One and “FOR” Proposal Two. On August 1, 2016, I exercised my right as a shareholder and requested that Perion’s board of directors (“Board”) convene a shareholders meeting to consider amending Perion’s articles of...

PERI: Position Statement – iolite / Robert Leitz

Robert Leitz has asked the Board to publish and circulate the following position statement with respect to the agenda of Perion's extraordinary general meeting of shareholders on September 26, 2016: Position Statement I propose to vote “AGAINST” Proposal One and “FOR”...

Interview – Investor Vantage

I was interviewed by Lukas Neely, author of "Value Investing - A Value Investor's Journey Through the Unknown" for his monthly publication Investor Vantage (Investment Ideas for Intelligent Investors). Download the interview HERE....

Zurich Project Workshop

I will participate in The Zurich Project Workshop on June 8-9, 2016. '"The mission of The Zurich Project Workshop is to accelerate emerging managers on their path to success in a principled, sustainable way. John Mihaljevic, managing editor of The Manual of Ideas and...

European Investing Summit 2015

“Consider this: Through the immediately accessible bonus features and the live event on October 6-7, we bring you exclusive insights from Europe’s most thoughtful investors, including Jean-Marie Eveillard (First Eagle), Dominic Fisher (Thistledown), Massimo Fuggetta...