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

Sapporo Clinical Laboratory / Equity Bottom-Up

<ul><li>This is a quick profile of one of the many Japanese stocks that have caught my interest and are in my cheap Japanese basket.</li><li>I’ll be doing more frequent short write ups on names in this basket over the coming months.</li><li>Sapporo Clinical Laboratory is a $24m market cap operator of retail pharmacies and clinical testing facilities across Hokkaido, Japan. </li></ul>

This is a quick profile of one of the many Japanese stocks that have caught my interest and are in my cheap Japanese basket.I’ll be doing more frequent short write ups on names in this basket over the coming months.Sapporo Clinical Laboratory is a $24m market cap operator of retail pharmacies and clinical testing facilities across Hokkaido, Japan. 

Sapporo Clinical Laboratory Inc (TYO 9776)