Sitemap - 2023 - Altay Capital - Mostly Value Investing
4 New Deep Value Double Net Net Additions To The Cheap Japanese Basket
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)
Anycolor Inc - The Talent Agency of the Metaverse Has Explosive Growth and Is Extremely Profitable
Gravity - Cheap but an Obvious Value Trap
Shopify is Doomed - Standalone eCommerce stores are dead. Long live marketplaces.