About Me:

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 (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. 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.

Why subscribe?

Subscribe to get full access to the newsletter and website. Never miss an update.

Stay up-to-date

You won’t have to worry about missing anything. Every new edition of the newsletter goes directly to your inbox.

Join the crew

Be part of a community of people who share your interests.

To find out more about the company that provides the tech for this newsletter, visit Substack.com.