Opinions
Jason Del Vicario
HeadHunter
HHR-Q
TOP PICK
Jan 21, 2022
Believes company is dominant (winner take all) in its space, which makes it a valuable company.
Strong return on equity with not much debt.
Small conviction in ownership, so does not own much.
$34.400
Stock price when the opinion was issued
Technology
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
You might be interested:
PAST TOP PICK
(A Top Pick Jan 21/22, Down 56%)
Most business is in Russia. The war in Ukraine got it delisted from NASDAQ, still trades in Russia. Still produces nice ROIC and free cashflows. Trying to find a way to deliver their dividend. Once the war ends, he hopes to get the shares back. Even so, he'd trim because of lack of founder ownership.
Technology
Advertising