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.
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! I make my living investing, not writing. Paid subscriptions are a signal to me that readers value my work and motivate me to share my work.
The name “AltayCapital” comes from the “Altai Mountains”. I am a private investor and am not affiliated with any fund.
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