DB_Silver_Fox’s Substack

DB_Silver_Fox’s Substack

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Ituran a company in the SVR (stolen vehicle recovery) and fleet management niches

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DB_Silver_Fox
May 20, 2024
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I was going through my portfolio and decided to include a business which is data driven (can scale) is growing and still can be categorized as a small cap. By growing I mean growing profitably and sharing some of those profits with shareholders in the form of dividends and/or buybacks.

Ituran is an Israeli business focused on three main propositions:

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