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>The Keihin Co is a ¥10.94B ($74.7m) market cap logistics company in Japan that owns and operates warehouses and distribution facilities mostly in and around Tokyo.</li><li>They’ve been profitable for 19 of the last 20 years and have compounded tangible book value at 6.5% over the last decade while growing profits.</li><li>Stock has gone nowhere over the last decade despite compounding tangible book value and net income at a respectable clip.</li></ul>

The Keihin Co is a ¥10.94B ($74.7m) market cap logistics company in Japan that owns and operates warehouses and distribution facilities mostly in and around Tokyo.They’ve been profitable for 19 of the last 20 years and have compounded tangible book value at 6.5% over the last decade while growing profits.Stock has gone nowhere over the last decade despite compounding tangible book value and net income at a respectable clip.

The Keihin Co (TYO 9312) - A Consistently Profitable and Growing Small Cap Logistics Company

Japan

The Keihin Co Ltd mainly provides warehousing and truck transportation services. The Company manages distribution centers and integrates them with distribution services including door-to-door parcel delivery. Keihin has overseas subsidiary and operates international intermodal transportation as well.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Keihin (9312 JP)

The Keihin Co (TYO 9312) - A Consistently Profitable and Growing Small Cap Logistics Company

The Keihin Co is a ¥10.94B ($74.7m) market cap logistics company in Japan that owns and operates warehouses and distribution facilities mostly in...

Altay Capital

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)