We came across a bearish thesis on IDT Corporation on Valueinvestorsclub.com by funkycold87. In this article, we will summarize the bulls’ thesis on IDT. IDT Corporation's share was trading at $47.60 as of October 9th. IDT’s trailing P/E was 16.58 according to Yahoo Finance. IDT has transformed from a declining telecommunications provider into a diversified business spanning POS system, global remittances, and UCaaS, leveraging its telco expertise, immigrant-focused customer base, and retail distribution ...

Question-and-Answer SessionAll right. So look, to hop right in, PAR has been through an impressive transformational journey over the last decade. So for those who are not as familiar, it would be great to go through a little bit of background on PAR, kind of how did you get to where it is today.Savneet SinghCEO, President & Director So for most of our life, call it, 40 years, we were primarily a hardware and services provider to the category. Our founders invented the point-of-sale terminal, had a great run ...

Core Insights - Lightspeed Commerce Inc. reported revenue of $253.42 million for the quarter ended March 2025, reflecting a year-over-year increase of 10.1% [1] - The earnings per share (EPS) for the quarter was $0.10, up from $0.06 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $251.36 million by 0.82%, while the EPS met the consensus estimate [1] Revenue Breakdown - Subscription revenue was $87.86 million, slightly below the five-analyst average estimate of $88.08 million [4] - Hardware and other revenue amounted to $7.75 million, also below the five-analyst average estimate of $9.24 million [4] - Transaction-based revenue reached $157.81 million, surpassing the five-analyst average estimate of $154.10 million [4] Stock Performance - Shares of Lightspeed POS have returned +9.5% over the past month, compared to a +13.4% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Group 1 - The core argument is that Toast Inc. (TOST) is more than just a point-of-sale company, indicating that the market may be underestimating its broader capabilities [1] - The analysis emphasizes a focus on the underlying business and financial metrics rather than market narratives, suggesting a disciplined approach to investment evaluation [1] Group 2 - The author has over 15 years of market experience and an economics degree, which adds credibility to the analysis presented [1]