Altay Capital - Mostly Value Investing

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The Keihin Co (TYO 9312) - A Consistently Profitable and Growing Small Cap Logistics Company at 0.5x P/TBV and 11% RoE
This is a quick profile of one of the many Japanese stocks that have caught my interest and are in my cheap Japanese basket. I’ll be doing more frequent…
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AltayCap
12
Sapporo Clinical Laboratory Inc (TYO 9776) - A Cheap Yet Consistently Profitable Japanese Nano Cap at 0.3x P/TBV
This is a quick profile of one of the many Japanese stocks that have caught my interest and are in my cheap Japanese basket. I’ll be doing more frequent…
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AltayCap
3
June 2023
Full Cheap Japanese Portfolio Positions / Sizing Update
Taking advantage of Tokyo Stock Exchange's push to close the price to book discount of listed securities
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AltayCap
7
March 2023
Super Cheap Japanese Stocks - 43 Names I Own as a Basket (0.5x P/TBV, 2.1x EV/EBITDA)
Taking advantage of Tokyo Stock Exchange's push to close the price to book discount of listed securities
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AltayCap
6
February 2023
Imagineer - A Deep Value, Profitable, and 3.4% Yielding Net-Net Japanese Game Developer With 17+ Years of Dividend History
Imagineer is a $77m market cap video game developer based in Japan and trades under the ticker TYO: 4644. They have a long history of profitability, are…
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AltayCap
7
January 2023
Anycolor Inc - The Talent Agency of the Metaverse Has Explosive Growth and Is Extremely Profitable
Anycolor Inc (TYO: 5032) is a ¥168B ($1.3B USD) market cap talent management / entertainment company that specializes in a new and rapidly growing…
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AltayCap
15
Nippon Ichi Software Inc - A Deep Value, Profitable, and Growing Japanese Video Game Developer That’s Almost a Net-Net
Nippon Ichi Software Inc (NiS) is a $44m market cap video game developer based in Japan and trades in Tokyo under the ticker TYO: 3851. It is extremely…
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AltayCap
15
Gravity - Cheap but an Obvious Value Trap
Gravity Co., LTD. is a video game developer based in South Korea and trades in the U.S. (GRVY) and is extremely cheap. It’s cash rich and trades at TTM…
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AltayCap
2
Shopify is Doomed - Standalone eCommerce stores are dead. Long live marketplaces.
TLDR Shopify is the VBulletin of Ecommerce. It’s Simply outdated and a bad experience for customers. Marketplaces, namely Amazon, will continue to…
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AltayCap
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