Weekly Update (IDT, MSGS, MSGR)
The S&P 500 is sitting near 7,800, a record high. At the same time, the 25-day average of new lows on the NYSE has spiked to levels we last saw in...
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IDT: Closing Out a 320% Winner
I’m closing out my IDT recommendation. Not because I’ve soured on the company — I still like the business and the management team — but because the...
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Weekly Update (IDT, VYLR, CTVA)
IDT reported record Q4 and full-year fiscal 2026 results this week, and the numbers were strong across the board. FY2026 revenue rose...
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Primer: Idt Corp Class B (IDT US) - Aug 2026
IDT is successfully transitioning from a declining, low-margin legacy telecom business to a portfolio of high-growth, high-margin ventures in...
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Weekly Update (SNRE, HHH, ANGI, MRP)
This week, IAC Inc (IAC) provided an update on its Angi Inc (ANGI) spin-off plans. Previously, IAC had suggested that it would spin off ANGI but...
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