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"ITRN: Israeli telematics provider, 2.5M subscribers. Strong moat in Israel (monopoly) & Brazil. 7% subscriber growth CAGR. $100/yr ARPU w/ 70% GM. High FCF yield (10-11%). Trades at sub-$600M EV w/ $50M hidden asset in BRINGG stake. Risks: competition, EV/AV threat, Israel regulation, high 3% monthly churn. Family-controlled (20% ownership)."
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