Sitemap - 2023 - Altay Capital - Mostly Value Investing

4 New Deep Value Double Net Net Additions To The Cheap Japanese Basket

Asagami Corporation (TYO 9311) is an Example of Widespread Undervaluation of Land on Japanese Balance Sheets. Disparity Between Book & Market Value is 3x Market Cap On Just 3 Properties

Kawagishi Bridge Works (TYO 5921) - A Deep Value Double Net Net (MCAP $62.5m, NCAV $123m) Construction Steel Producer at 8.3x P/E

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.

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