About Me:

Long time value investor. Typically net long (between 50-80%). Lately shorts are mostly indexes.

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.

The purpose of this substack is to refine and share my own due dilligence. Twitter: @AltayCapital (Twitter/X is the best place to reach me). I can also be reached at altaycapsubstack@protonmail.com

I don’t plan on paywalling/releasing any paid posts, but voluntary pledges are appreciated! I make my living investing, not writing. I do this for fun. Paid subscriptions are a signal to me that readers value my work and motivate me to share my work.

Always do your own work and double check what you read. I’m just some guy on the internet and my strategy involves many small positions, so I rarely do super deep dives on any one company.

The name “AltayCapital” comes from the “Altai Mountains”. I am a private investor and am not affiliated with any fund.

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