Added to YB: 2025-07-31
Pitch date: 2025-07-29
JAKK [bullish]
JAKKS Pacific, Inc.
-1.45%
current return
Author Info
Nick “Nemo” Nemeth is a fundamentally driven investor and market analyst who bought his first stock at 10 and never looked back. Now running Nemonomics, a Substack ranked top 5 rising in finance, he publishes deep-dive equity research, macro strategy, and crypto insights for a sharp audience of retail investors, small-cap hedge funds, and curious professionals. Nick’s approach blends institutional rigor with retail edge—covering everything from industrial deep value and fiscal policy to high-leverage crypto vaults. His portfolio has outperformed the S&P by nearly triple digits in 2025. Sign up for the newsletter.
Company Info
JAKKS Pacific, Inc. designs, produces, markets, sells, and distributes toys and related products, consumer products, kids indoor and outdoor furniture, costumes, and sporting goods and home furnishings space products worldwide.
Market Cap
$190.2M
Pitch Price
$17.91
Price Target
25.00 (+42%)
Dividend
5.86%
Sector
Leisure Products
Category
value
Nemonomics - JAKKS Pacific, Inc.
JAKK: Toy maker w/ seasonal upside potential of 40%+. Trades at depressed multiples (5-6x earnings, 2.5x EV/EBITDA, below book) despite improved margins & no debt. Strong Q3/Q4 cash flow from Nintendo/Disney/Sonic brands. Similar setup to past 2 years when stock bottomed in summer, hit $35 by Feb. New dividend.
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