IDT Corporation – 2Q25 Performance
IDT Corporation Investment Thesis - A family-owned small-cap that functions as a business incubator, spinning off ventures over time.
NRS – National Retail Solutions (IDT) – Thesis
National Retail Solutions (NRS) is the crown jewel of the empire being built by IDT Corporation, its standalone value exceeding IDT's mkt cap
IDT Corporation
IDT Corporation Investment Thesis - A family-owned small-cap that functions as a business incubator, spinning off ventures over time. 45% CAGR since its first Investor Day five years ago, with significant growth anticipated in FY25. 20% of its market cap held in net cash. No analyst coverage despite being a $1.3 billion company.