Long time value investor. Long/Short portfolio that’s always net long (between 30-80%).
I have extensive experience in the video game industry as I founded a leading media company in the space, which I have since exited after an acquisition. Gaming companies only make up ~15% of my portfolio, but its a sector where I believe I have an edge.
The purpose of this substack is to refine and share my own due dilligence. Twitter: @AltayCapital
I don’t plan on paywalling/releasing any paid posts, but voluntary pledges are appreciated!
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