Sitemap - 2023 - Altay Capital - Mostly Value Investing

The Keihin Co (TYO 9312) - A Consistently Profitable and Growing Small Cap Logistics Company at 0.5x P/TBV and 11% RoE

Sapporo Clinical Laboratory Inc (TYO 9776) - A Cheap Yet Consistently Profitable Japanese Nano Cap at 0.3x P/TBV

Full Cheap Japanese Portfolio Positions / Sizing Update

Super Cheap Japanese Stocks - 43 Names I Own as a Basket (0.5x P/TBV, 2.1x EV/EBITDA)

Imagineer - A Deep Value, Profitable, and 3.4% Yielding Net-Net Japanese Game Developer With 17+ Years of Dividend History

Anycolor Inc - The Talent Agency of the Metaverse Has Explosive Growth and Is Extremely Profitable

Nippon Ichi Software Inc - A Deep Value, Profitable, and Growing Japanese Video Game Developer That’s Almost a Net-Net

Gravity - Cheap but an Obvious Value Trap

Shopify is Doomed - Standalone eCommerce stores are dead. Long live marketplaces.

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts