Opinions
Jason Del Vicario
Kakaku.com, Inc.
KKKUF-OTC
TOP PICK
Nov 17, 2023
$10.510
Stock price when the opinion was issued
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TOP PICK
They are the Japanese version of Open Table. Their app does price comparisons. They boast high margins, high ROE and no debt. Plus, they always innovate, bringing new apps to market that attract users. Example: a bus tour app that you can use in Japan to navigate. Once an app attracts alot of traffic, they monetize that app by charging the user. It's a small company that trades in Japan. Now, they are focusing on take-out services for restaurants during this pandemic--flexible. They will continue to do well. (Analysts’ price target is $23.20)
Technology
PAST TOP PICK
(A Top Pick May 26/23, Down 5%)
His third largest holding at around 7%, added to it recently. Includes a business akin to the Yelp of Japan, recovering strongly since Covid. Trades at 21x PE, dividend yield's around 2%. Buys back shares. Very well run. Long term, should be able to increase earnings at 10-15%.
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PAST TOP PICK
(A Top Pick May 23/23, Up 25%)
Shopping comparison website that has very strong business model. Competition has been strong - putting pressure on business. Asset light business that is focusing on restaurant reservation + jobs platform. Still owns shares in company. Good long term investment. Happy shareholders.
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Japanese player in eCommerce for price comparison. Recent weakness in share price creating opportunity to buy. High margin business with large amount of cash flow. Weakness in economy also good as customers seek deals. Asset light business with low capital requirements. Strong returns on capital.