Ituran: Valuation Is Still Cheap
Since my previous write-up on Ituran Location and Control Ltd. (NASDAQ: ITRN ), the stock has gone up 15.29%. I previously argued that 6G and AI will be the company's growth engine, moving forward. Well, that has not changed. In fact, I wantedKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to em ...