AsiaVision Investment Thesis I came across IDT Corporation (NYSE:IDT) and thought it was an intriguing company. The company has a low-margin, mature, and declining traditional communication business that is masking the high-growth, high-margin businesses, which […]
lucky-photographer Introduction I own three companies operating in the financial sector. One of them is a regional bank: Huntington Bancshares (HBAN). The other two are part of the financial data & stock exchanges industry: CME […]
Igor Kutyaev By Caglasu Altunkopru China’s economy has been recovering since its severe summer lockdowns, helped by modest policy support. But a strict zero-COVID policy and housing struggles have crimped economic growth and performance relative […]
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