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IDT

Discussed in 2 interviews.

Interviews

• Fall 2022 Connor Haley Alta Fox Capital Management Interview, p. 20 ↗

  Connor started Alta Fox in 2018 to invest in small, overlooked companies. He talks about what he took from Joel Greenblatt, the capital allocation mistakes he sees, engaging with management, and his IDT thesis.

  Companies: IDT, XPEL Small capsActivismJudging managementBuilding a firm
• Spring 2016 Adam Wyden ADW Capital Interview, p. 1 ↗, continues p. 25

  A fund started in 2011 by a 2010 CBS grad. Adam covers IDT and Howard Jonas, Ferrari, and why he found Fiat even more interesting.

  Companies: IDT, Straight Path, IDW Media Holdings, Imvescor Restaurant Group, Fiat Chrysler, Ferrari Special situationsInternationalSmall caps