ikkyu2’s Activity

Sat Mar 10

Blog Post

ikkyu2 added a blog post. 3:23 PM

About time

I haven't been very active here or in my portfolio for the past couple years.  Ultralow volatility, a business-friendly environment, rock bottom real interest rates - everything's been working, there was little need to [more]

Fri Feb 16

CAPS Outperform Pitch

ikkyu2 wrote about Ichor Holdings Ordinary Shares (ICHR) . 8:10 PM

ICHR Outperform

14 months post-IPO, this semiconductor-services engineering company has gobbled up two competitors who work for its main customers and made them immediately accretive to earnings. Debt of 330M on a market cap of 644M looks ominous - until you realize [more]

Caps Pick

ikkyu2 made a pick in CAPS. 8:10 PM

Ichor Holdings Ordinary Shares (ICHR) will Outperform the S&P 500

Fri Aug 5

CAPS Outperform Pitch

ikkyu2 wrote about Mindbody (MB) . 12:56 AM

MB Outperform

Software services firm headquartered in San Luis Obispo, CA. Clients are smaller and one larger health/wellness and spa/salon type businesses who are pleased to leverage their technology for scheduling, networking, maximization of customer [more]

Caps Pick

ikkyu2 made a pick in CAPS. 12:56 AM

Mindbody (MB) will Outperform the S&P 500

CAPS Stats & Trivia

CAPS Player Rating 98.19
Player Rank 1264 out of 69792
Score 4610.22
Score Change Today +143.27
Accuracy 72.10%
Active Picks 108
Total Picks 711
Best Pick DPZ (+1147.37)
Worst Pick LULU (-260.75)
Average Score per Pick 6.48
Charms Earned 16
Highest Rated Favorite TMFBabo
Go to ikkyu2’s CAPS page

Boards Stats & Trivia

Board Posts 28
Recs Received 24
People who have rec'd these posts 21
Recs to Posts Ratio (last 30 days) N/A
Threads Started 7
Threads Started Percentage 25.00 %
Most Frequent Board CAPS Feedback
Very First Post How to manage your picks (8/6/2007)
Percentage of Posts Rec'd 42.86 %
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