Altay Capital - Mostly Value Investing

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

Hyoki Kaiun Kaisha (TYO 9362) - A Nanocap Logistics Company Efficiently Operating at 9% RoE, 6.8 P/E, and 4.5% Dividend at 0.6x BV / 0.39x ADJ TBV

Akatsuki Inc (TYO 3932): A $188M Net Net Japanese Game Developer with Ambitious Growth Plans, Trading at 0.75x Book (0.55x Adjusted), 11x Operating Profits, and a Decade of Profitability

Nissin Corp (9066) - A Dirt Cheap $400m JP Logistics Company That Bought Back 24% Of Shares Trading at 6x EPS, 5%+ Dividend, and 0.7x Book

Okayamaken Freight Transportation (TYO 9063) - A Nanocap Logistics Company With A Lot of Undervalued Land at 0.3x P/B, 9x P/E, and 14 Years of Consistent Profitability