El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against customer-float, regulation and normalization risks.
$DAKT Perhaps the most attractive long I’ve seen in years. Dominant \position in a category growing >20%. Major business overhaul taking hold after years of underperformance. Stock trades at 7x EPS/ 13% FCF yield due to low awareness of these structural improvements (see below)..
If anyone has any questions on $HHH feel free to DM me.
For anyone interested in knowing more about Howard Hughes Holdings $HHH I've posted my write up on the company. This is not investment advice. https://t.co/a7b9FJclsp
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