Gilat Satellite's Valuation Makes Zero Sense -- The Setup For A Repricing Is Clear
If we look at the chart alone, it seems like Gilat Satellite Networks Ltd. ( GILT ) has already run far enough, and it's too late to buy in. InI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus on earni ...