Altay Capital - Mostly Value Investing

Kaneshita Construction (TYO 1897) - A Profitable Nanocap Net-Net Construction Company Trading at a 65% Discount to NCAV+Investment Securities

Unlocking Value: Dirt-Cheap Japanese Net-Net Chuoh Pack Gets 273% Premium Buyout Offer

Updated Thoughts on Some of My Biggest Positions In The Cheap Japanese Basket and Some New Positions

Quick Pitch: Totenko Co (TYO 8181) - Nanocap Operator of Banquet Halls and Restaurants With Tourism Tailwind and Profit Inflection Trading at 5.3x Forward P/E and 0.36x P/B

Takigami Steel Construction (TYO 5918) - A Portfolio of Public Securities + Rental Real Estate Worth 3x Market Cap (With an Activist Investor)

Mansei Corporation (TYO 7565): A Consistently Profitable 8 P/E Net-Net That Did a Massive 29% Share Buyback—and No One Noticed

Investing Alongside Beji Sasaki: Japan's Unconventional Corporate Raider and Value Investor

Sanko Techno (TYO 3435) - A Near Net-Net $60m Niche Manufacturer of Construction Materials with 40% Market Share, 5 P/E, 3.3% Dividend, and 10.5% RoE

Sanyo Industries (TYO 5958) - $60m Net-Net With 5 P/E, 3.8% Dividend, That's Buying Back Shares

Yakult Honsha (TYO 2267) a $5.6B Premier Japanese Consumer Staple Brand with 25 Years of Profitability and Steady Growth Trading at 8.3x EV/EBITDA with Improving Capital Returns

Sohu.com Inc (Nasdaq: SOHU): A Net-Net with $1.3B in Cash and Valuable Real Estate ($400m+) Trading at $460m Market Cap with a $150m Buyback

Cover Corp (TYO 5253) - High Growth Opportunity in the Expanding VTuber Sector