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.

Thematic (Sector/Industry)

<ul><li>I’ve added several deep value names to my Japanese portfolio over the last few months.</li><li>While there are many net-nets in Japan, the names below are either double net nets or close, meaning if these stocks doubled, they would still be net nets.</li><li>There are cheaper names in Japan, but I’m filtering a bit for profitability. </li></ul>

I’ve added several deep value names to my Japanese portfolio over the last few months.While there are many net-nets in Japan, the names below are either double net nets or close, meaning if these stocks doubled, they would still be net nets.There are cheaper names in Japan, but I’m filtering a bit for profitability. 

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

Japan

SANYU CONSTRUCTION CO., LTD. is a property development company. The Company operates in general construction contract work and related businesses, and purchases, sells, brokers, and leases real estate. Sanyu also manufactures and sells elevators, as well as fire fighting equipment, including escape hatches and ladders.

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Sanyu Construction (1841 JP)

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

While there are many net-nets in Japan, the names below are either double net nets or close, meaning if these stocks doubled, they would still be...

Altay Capital

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