Recording of Uzi Yemin call yesterday, balanced stuff, interesting perspective direct from Tel Aviv to me in San Juan Puerto Rico. I am back in Brooklyn now, rest assured. https://analysthub.zoom.us/rec/share/XuZbmceTg9iY1K30JOrN2alXW2n1AudKlHa2tJrUwyHmTzQoox5vWBsyCN4ralQ.pXt8MVT6rZTyCI-M
12pm ET today, shortly, Uzi Yemin will join us live from Tel Aviv. Date/Time: Thursday, March 19th at 12PM ET Guest – Uzi Yemin, Chairman of Delek US,. We may get lucky and have Avigal Sorek, DK CEO join, but note that Delek is in its quiet period, so this will be a geopolitics and macro-only call. Registration – Click Here We have talked about Rheinmetall in the context of Russia-Ukraine since 2022. Here the iconic CEO has a dry, straight, series of grim comments
*** UZI LIVE FROM TEL AVIV *** Delighted to say – not withstanding the cataclysmic circumstances – that my old friend (since the IPO of Delek US in the 2000s) Uzi Yemin will join us tomorrow live from Tel Aviv. Note, 12PM ET for perhaps just 30mins. Shortly after October 7th 2023, Uzi gave us great insight, and was also hearing alarms for incoming Iranian missiles as he spoke. Subsequently I delayed my much-wished for