Focus on Smaller Cap Value Names, Altay Capital

Altay Capital

Focus on Smaller Cap Value Names

Long time value investor. Long/Short portfolio that’s always net long (between 30-80%). I have extensive experience in the video game industry as I founded a leading media company in the space, which I have since exited after an acquisition. Gaming companies only make up ~15% of my portfolio, but its a sector where I believe I have an edge. A newsletter about value investing! Mostly focus on smaller cap value names that aren't widely covered.

Equity Bottom-Up

<ul><li>Asahi Kagaku Kogyo’s Facility in Kunshan, China Asahi Kagaku Kogyo (TYO 7928) is a $12m market cap net-net industrial plastics manufacturer that over the last 10 years mostly operates around breakeven.</li><li>The business itself isn’t interesting, but it’s a positive that they aren’t losing money.</li><li>There also isn’t a single writeup on this company or any mentions of it on X/Twitter, so it’s definitely under the radar.</li></ul>

Asahi Kagaku Kogyo’s Facility in Kunshan, China Asahi Kagaku Kogyo (TYO 7928) is a $12m market cap net-net industrial plastics manufacturer that over the last 10 years mostly operates around breakeven.The business itself isn’t interesting, but it’s a positive that they aren’t losing money.There also isn’t a single writeup on this company or any mentions of it on X/Twitter, so it’s definitely under the radar.

Japan

ASAHI KAGAKU KOGYO CO., LTD. is a manufacturer of plastic parts.  The Company's products include plastic parts for electric tools and automobiles.  Asahi Kagaku also designs molds, and sells construction materials and gardening tools.

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