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Opinions Jason Del Vicario
Kakaku.com, Inc.KKKUFTOP PICKNov 17, 2023
Jason Del VicarioOwned
$10.51
Stock price when the opinion was issued
$20.64
As of Jun 08, 2026. Market Open.
Technology
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TOP PICK
Online 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 VicarioOwned
Technology
PAST TOP PICK
(A Top Pick May 05/20, Up 51%) It is a review website. They pivoted from a restaurant business. They have a greater than 40% return on equity. Tablelog is their restaurant review website. There is an ADR in North America but it is thinly traded.
Jason Del VicarioOwned
Technology
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)
Jason Del VicarioOwned
Technology
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.