altafoxcapitalmanagement
Alta Fox Capital Management’s detailed research on IDT Corporation (NYSE:IDT). Q2 2021 hedge fund letters, conferences and more Executive SummaryIDT is a collection of businesses overseen by Chairman Howard Jonas, who in our opinion is one of the greatest capital allocator s of all time. We believe the management team of IDT has an exceptional track record of building businesses and creating significant v alu e for shareholders via tax free spin offs.We believe two of the best businesses within IDT today (NRS and net2phone) are likely to be spun off to shareholders, providi ng two near term ca...
ValueWalk
Hidden Value Stocks issue for the first quarter ended March 31, 2020, featuring Alta Fox Capital Management and their stock idea, Pollard Banknote Ltd (TSE:PBL) (OTCMKTS:PBKOF). Alta Fox: IntroductionAlta Fox Capital Management is a Fort Worth, Texas-based investment manager that primarily focuses on identifying under the radar, high-quality businesses with competitive advantages at cheap multiples of mediumterm (three to five years) earnings power. Last year, the firm was able to take advantage of the market volatility to buy companies conforming to this framework. Alta Fox’s desire to find u...
ValueWalk
閲覧を続けるには、ノアドット株式会社が「プライバシーポリシー」に定める「アクセスデータ」を取得することを含む「nor.利用規約」に同意する必要があります。
「これは何?」という方はこちら