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Opinions Jason Del Vicario
KASPI.KZKSPI.LTOP PICKNov 17, 2023
Jason Del VicarioOwned
N/A
Stock price when the opinion was issued
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TOP PICK
Domiciled in Kazakhstan. Super app. Extremely high consumer engagement. Black mark against them is where they're based. Geopolitical risk, so it's a 1% conviction level. Fabulous company. (Target price in USD.) Yield is 1.66%.
(Analysts’ price target is $98.04)Jason Del VicarioOwned
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PAST TOP PICK
(A Top Pick Sep 29/21, Down 42%) Very strong business model with high penetration rate of app.
Shares currently undervalued.
Founder run and owned. Strong management team.
Sizable dividend rate at ~6%.
Will continue to hold and has added to position.
Jason Del VicarioOwned
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TOP PICK
Largest company in Kazakhstan. A super app, sort of like combining AMZN, PYPL, and FB. Originally a bank, then converted to a technology platform. Almost completely replaced Visa and MA in that country. Expanding. Checks all his boxes, plus trades at a reasonable valuation. Political risk, so size your position at about 1%. Yield is 0.92%. (Analysts’ price target is $124.63)
Jason Del VicarioOwned
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Supper app that provides numerous services. 75% of adult population in Kazakhstan uses app. 12th largest position within fund. Some geopolitical risk. Very well run company. Safe dividend yield. Founder run and owned.