Ituran Location and Control Ltd. reported record revenue, profitability, and cash flow in Q2, driven by recurring revenue now making up 76% of total income. The company trades at reasonable valuations with potential 27% upside if growth and margins continue. Strong OEM partnerships, especially in South America, and disciplined capital returns support its investment case, while Big Data initiatives provide long-term growth opportunities. The analyst maintains a Buy rating, expecting steady returns through 2026 if subscriber growth and project traction persist.
Institutional investors are showing renewed interest in Bitcoin, with analysts suggesting the market bottom may be near. Despite positive sentiment and regulatory moves by the CFTC and SEC, Bitcoin trading volumes have dropped to multi-year lows, lim...
Cardano's Dijkstra upgrade remains on track, with Phase 1 aiming for mainnet deployment by the end of 2026. This phase includes major features like Linear Leios and Nested Transactions to improve scalability and transaction handling. The second phase...
Michael Saylor's new essay claims Bitcoin is a better form of money than gold or fiat currency because it combines their advantages while minimizing weaknesses. He explains that good money must preserve value over time and be transferable across bord...
LandBridge, a major holding in Leo Nelissen's portfolio, is advancing with seven counterparties in late-stage talks for over 10 GW of power and data center projects, expecting revenue by next year-end. The company's produced water business is growing...
Harvard Management Company stopped reducing its Bitcoin ETF holdings in Q2, maintaining 3.04 million shares of BlackRock’s iShares Bitcoin Trust valued at $101.4 million. This pause follows two quarters of significant cuts totaling over 60%. Meanwhil...
