Jason Del Vicario
Portfolio Manager at HollisWealth
Member since: Jul '16 · 771 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 3.87 | 104 31.61% | 72 21.88% | 39 11.85% | 46 13.98% | 68 20.67% | ||
| 1 Month | 3.94 | 8 11.27% | 27 38.03% | 20 28.17% | 12 16.90% | 4 5.63% | |
| 6 Months | 3.71 | 16 21.33% | 20 26.67% | 9 12.00% | 13 17.33% | 17 22.67% | |
| 12 Months | 4.06 | 28 38.89% | 15 20.83% | 2 2.78% | 11 15.28% | 16 22.22% | |
| 2 Years | 4.02 | 29 44.62% | 7 10.77% | 6 9.23% | 6 9.23% | 17 26.15% | |
| 5 Years | 3.63 | 23 50.00% | 3 6.52% | 2 4.35% | 4 8.70% | 14 30.43% |
Stock Opinions by Jason Del Vicario
Believes recent interest rate announcements are separate from task of finding quality companies to invest in. High quality businesses are the goal of every investor, and interest rates are irrelevant. Inflation also doesn't impact high quality companies (asset light) - with ability to compound earnings. Companies that have pricing power (Apple etc.) are another example of high quality businesses - as opposed to oil producers who can't control pricing.
Fundamental driver of business very strong - vanity products. Long history of well established brands. China growth has slowed, but overall is optimistic on company. Not founder run, but founder still owns large chunk of business. Is ~1% position in portfolio. Will keep buying on share price weakness.
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.
Auto loan business that has low capital requirements. Disciplined capital allocation process - willing to buy back shares at correct time. Only willing to under write loans at sensible prices. Not a founder led business, but believes culture at company still strong. Will keep shares in business. Buying on share price weakness.
Scott based company that builds testing equipment in telecom business. Not recurring revenue - hard on bottom line at times. Founder led/owned - strong management. Has been buying shares on price weakness. Once telecom spending recovers - company share price will appreciate. Good business for long term investors.
Very strong business - founder led & owned. Exception creator of wealth the past ~20 years. Has owned shares since 2014. Very good consolidator of convenience stores. High quality capital allocation skills. Recent 7-Eleven M&A is interesting, but depends on the final price that is settled on. Would recommend holding and/or buying.
Has looked at business. Company is founder led/owned, with light asset requirements. However, company doesn't have history of strong returns on capital. Will take time for business to prove itself. Also, worried about restrictions on business (banned in New York etc.). Good if already own, but would not invest more at this time.
Does not own shares in the business. Natural resource stocks are not asset light - require lots of capital. Also, company is a price "taker" - no control. Oil and gas is also a commodity which makes it hard to determine outlook. In summary, very hard to determine outlook of business - not good for investors. Would rather a high quality business that is predictable.
Owns shares in Microsoft and Meta - not Google. Strong company, but doesn't own shares. Anti-trust problems actually a good sign for business - means company is very strong. Is a good company if already own. Even if company is broken up - would be good for investors (lots of good assets).
