Reported 3 days ago
Vulcan Value Partners highlighted Ituran Location and Control Ltd. (ITRN) in its Q1 2025 investor letter, noting that the company specializes in location-based telematics services, particularly in stolen vehicle recovery. Despite experiencing a -10.72% return in the past month, Ituran has seen a 27.50% increase over the last year and maintains strong free cash flow and stable margins. However, the investment firm believes that AI stocks present a more promising opportunity for higher returns in the near term.
Source: YAHOO