IDT Q2 Earnings: Solid Execution Deserves A Higher Valuation

Group 1 - IDT's NRS and BOSS Money businesses are experiencing strong revenue growth exceeding 30% while maintaining impressive profitability [1] - The intrinsic value of IDT shares is estimated to be $70, an increase from a previous valuation of$65 [1] - The analysis focuses on undercovered companies, particularly in sectors such as technology, software, electronics, and energy transition [1] Group 2 - The author has over 7 years of personal investment experience and has developed a watchlist of more than 50 companies [1] - The analysis aims to identify asymmetric investment opportunities to achieve market-beating returns [1]