IDT Corporation
IDT
position
long
Adam Wyden
Thesis
Adam Wyden believes IDT is undervalued, trading below its cash value with significant assets including $200 million in cash and NOLs. He sees potential for the stock to increase further due to the value of its shale assets and the entertainment division, which is not being valued by the market.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The thesis suggests that IDT is undervalued based on its cash and assets, but without knowing how the market has reacted or any developments in the company's situation, we cannot determine the outcome.
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