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