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>Dynam Japan is the largest operator of Pachinko halls in Japan.</li><li>The company has been profitable for the past15 years, though profits have been in decline.</li><li>Their halls are mostly located in suburban areas with less competition, but they do have some in big cities. </li></ul>

Dynam Japan is the largest operator of Pachinko halls in Japan.The company has been profitable for the past15 years, though profits have been in decline.Their halls are mostly located in suburban areas with less competition, but they do have some in big cities. 

Updated Thoughts on Some of My Biggest Positions In The Cheap Japanese Basket and Some New Positions

Japan

SOMAR Corporation is an independent trading company specializing in chemicals and other related materials such as synthetic resins.  The Company primarily distributes chemicals for paper/pulp makers and electronic materials for semiconductor production.  SOMAR also provides data-recording materials for information industries.

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Somar Corp (8152 JP)

Updated Thoughts on Some of My Biggest Positions In The Cheap Japanese Basket and Some New Positions

Dynam Japan is the largest operator of Pachinko halls in Japan. The company has been profitable for the past15 years, though profits have been in...

Altay Capital

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