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01.2014

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40 2014 4 2014 8 22 19 2 14 40

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2013 2014 2013 2014 2013 10 2014 2014 6 2014 8 12 Aladin R S Invest 14 16 18 20 EMIKA PARTNERS 22 24 26 28 30 4 10 2013 32 M A 34 36 EVEN BETTER 37 38 facebook com grouprint 3

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NeuroFinance 1 4 2 http www nber org chapters c12994 pdf

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http www nature com srep 2013 130425 srep01684 full srep01684 html 3 Neurofinance 70 Neurofinance MRI http papers ssrn com sol3 papers cfm abstract_id 2352820 4 5 2012 Crowd funding www finance inst co il 5

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1988 25 2012 8 6 4 8 2 6 16 8 18 3 20 5 1992 2012 6

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2014 1 5 2017 6 5 3 6 7

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2014 2014 2013 2014 10 80 2 6 2014 1 6 2013 2013 6 12 8 1 2014 0 4 2013 70 1 2 2 9 3 3 1 8 1

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6 5 2013 13 2014 11 24 14 18 2007 7 6 4 10 10 3 10 Source Schroders FactSet IBES MSCI data shown to November 14th 2013 9

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2013 100 15 75 24 2009 100 169 129 100 13 25 4 6 5 2 5 10 3 3 5 2013 2 7 2013 1 1 60 1 3 1 35 2 91 3 10

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luxury The top 25 luxury hotels in Israel by Trip Advisor Travelers Choice award winner 2013 1 800 555 666 www mizpe hayamim co il 10 97 11

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Aladin R S Invest Hedge Fund DCF EV CFA CFA 12 80 2008 60 7 A 80 3 A 14

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2014 14

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15 25 1995 15 Israel Value Funds Ltd shookrun com buysidemetrics com 15

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GDP 2004 16 1900 2002 16 Vanguard Research 2013

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1 2 3 4 5 6 MSCI Barra 2010 Ritler 2012 Varguard BNP Pariloas 2013 www finance inst co il 17

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Outlook 25 30 TCI 1973 TCI AT T 1998 30 3 1 000 1973 900 1998 900 18 Outsiders TIME

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1 2 3 5 1 2 3 4 5 Buyback TCI TCI 1991 General Dynamics 60 80 23 3 17 2012 50 10 230 2 2 10 200 20 275 180 50 MBA 7 www assafnathan com 19

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EMIKA PARTNERS High Frequency S P500 Rebalance Turnover Operating Margin RSI MACD 22 30 S P 1992 2002 20 100 000 Over Fitting 2012 2002 Over Fitting 50 50 1000 1992 2002

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366 2002 2012 99 S P 0 29 2003 2009 2008 2011 MBA EMIKA PARTNERS Safari Club 2014 9 8 12 4 20 4 2014 03 5617021 www safaricompany co il info safaricompany co il 21

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6 00 Capra Capital VSE Corporation IT I 6 00 5 00 YE Cash PE 3 00 0 00 22 II U S Defense Spending Trends 2001 to 2014 Billion 50 30 1 00 5 00 40 4 00 30 3 00 9 11 20 2 00 1 00 10 sequestration 0 0 00 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 E 30 50 EPS 4 00 2 00 EPS 50 60 40 II I YE Cash PE 60 20 10 0 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 E 9 11 2008 100 2011 2013 2014

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2005 90 80 56 2008 2012 45 2013 USPS 2011 WBI 180 100 30 6 7 40 240 2013 6 6 44 30 60 4 Capra Capital 30 Capra Capital Capra Capital Capra Capital 2012 TheMarker 23

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2007 2008 5 2012 700 125 2007 2007 700 10 12 3 5 2 9 2 5 3 24 4 2008 90 5

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2 1 2013 HYPERLOOP 5 PAY PAL 2008 2 2 75 15 12 25

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5 8200 5000 6 26

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100 10 8 27

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5 2009 2013 2013 2008 CDO Collateral Debt Obligation CDO CDO CDO CDO 15 2008 2008 2006 2008 CDS THE GREATEST TRADE EVER 2006 1975 2000 1 4 2000 7 Markit CDX North America Investment Grade Index 28 300 250 200 bps 150

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250 200 150 bps 100 50 Nov Jul 13 Nov Mar Jul 12 Nov Mar Jul 11 Nov Mar Jul 10 Nov Mar Jul 09 Nov Mar Jul 08 Nov Mar Mar Jul 07 CDS ABX 2007 589 9 2008 CDS 8 Markit CDX North America Investment Grade Index 300 0 29

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in house Best Practice 30 NAV NAV NAV NAV

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NAV Best Practice 31

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10 2013 WAZE 2013 2013 2013 10 2013 1 2012 2013 32 2 2013

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3 Temple Run 4 2013 5 2013 6 2013 7 2013 8 Remote 2013 9 2013 10 2013 What sApp 2014 yossi yossibehar co il www pclinks co il 052 2451950 WAZE Retalix 33

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M A 21 70 80 HD 34 5 6 21 21 20 30 www opusfocus co il 052 3557676

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EVEN BETTER Even Better 1989 2015 2014 24 V2V vehicle to vehicle 80 V2I vehicle to infrastructure Autotalks 36 95 300 000 GPS EVEN BETTER tal evenbetter co il www evenbetter co il 054 6263748

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14 23 1929 1940 1930 1933 1938 2 1940 1946 1942 Practical Unarmed Combat Judo 1949 Body and Mature Behavior Higer Judo 1904 1984 1951 1951 1953 1954 1957 37

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60 38 www itzuvpnim com 2013

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www p b m co il QR www finance inst co il www finance inst co il 07777 83000 39

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2014 19 09 00 08 30 10 30 09 00 10 30 11 00 11 00 13 00 Creating an in investment portfollio Emika Partners 13 00 14 00 14 00 16 00 2014 Plotkin Flnancial Advisors Mr Gary Mutan Montreux OLD AGE It s only a matter of time 40