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>Asaka Industrial Products. Check out their web store here .</li><li>Asaka Industrial is a dirt-cheap manufacturer of shovels, gardening tools, and logistics equipment.</li><li>According to its annual report, the company was “the first in Japan to produce and commercialize shovels and scoops” back in 1893.</li></ul>

Asaka Industrial Products. Check out their web store here .Asaka Industrial is a dirt-cheap manufacturer of shovels, gardening tools, and logistics equipment.According to its annual report, the company was “the first in Japan to produce and commercialize shovels and scoops” back in 1893.

Asaka Industrial (TYO 5962): A 350-Year-Old Profitable Nanocap Net-Net Trading at 0.4x P/B, 7x P...