Focus on Smaller Cap Value Names, Altay Capital

Altay Capital

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.

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>Cover Corp, a leading talent management company in the rapidly growing VTuber industry.</li><li>They’re considered the most prestigious agency and should attract the best talent.</li><li>Superior Underlying Performance Metrics: Cover boasts superior key performance indicators (KPIs) compared to their main competitor Anycolor, including higher engagement metrics like subscribers, hours watched, and viewership.</li></ul>

Cover Corp, a leading talent management company in the rapidly growing VTuber industry.They’re considered the most prestigious agency and should attract the best talent.Superior Underlying Performance Metrics: Cover boasts superior key performance indicators (KPIs) compared to their main competitor Anycolor, including higher engagement metrics like subscribers, hours watched, and viewership.

Cover Corp (TYO 5253) - High Growth Opportunity in the Expanding VTuber Sector