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Opinions Jason Del Vicario
Kakaku.com, Inc.KKKUFTOP PICKFeb 23, 2024
Jason Del VicarioStock price when the opinion was issued
As of Jun 08, 2026. Market Open.
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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.
Jason Del VicarioHis 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%.
Jason Del VicarioJapanese 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.
Jason Del VicarioOnline review business in Japan (#2 in country).
New websites & web based services being spun out (zero capital costs).
Return on equity target of 40% (very high).
Excellent long term prospects.
Jason Del VicarioJason Del VicarioJason Del Vicario
Portfolio of online business'. Emerging jobs classifieds business. Asset light business. Founder still involved. 40% return on equity. 6.5% weight in portfolio. Will be a long term hold.