Altay Capital - Mostly Value Investing

Tokyo Automatic Machinery (TYO 6360) - Deep Value Nanocap with Improving Shareholder Returns, 0.4x P/B, and 7.8x Forward P/E

OUG Holdings (TYO 8041) - A 0.5x P/TBV Vertically Integrated Seafood Wholesaler in Osaka Trading at 5 P/E and Improving Shareholder Returns

Nippon Pigment (TYO 4119) - A Deep Value Pigments Manufacturer Trading at 0.25x Book That Did a Big Acquisition and Immediately Recorded More than its Market Cap in Bargain Purchase Gain

Perk for Paid Subs: Snapshot of Entire Cheap JP Basket (All my writeups / commentary will remain free)

List of Parent-Child Listings on the Tokyo Stock Exchange

Tigers Polymers (TYO 4231) - Dirt Cheap Consistently Profitable Japanese Net-Net with Negative EV Trading at 0.3x P/TBV, 7.5x P/E, with U.S. Manufacturing

3 Quick Pitches for 3 Cheap Japanese Stocks: Nippon Shindo (5753), Nakakita Seisakusho (6496), and Wood One (7898)

Asaka Industrial (TYO 5962): A 350-Year-Old Profitable Nanocap Net-Net Trading at 0.4x P/B, 7x P/E, with Real Estate Worth 260x its Carrying Value

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