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Altay Capital
Focus on Smaller Cap Value Names
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Altay Capital
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19 June 2023
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bullish
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Asaka Industrial
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20 Feb 2025 23:10
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Syndicated
Asaka Industrial (TYO 5962): A 350-Year-Old Profitable Nanocap Net-Net Trading at 0.4x P/B, 7x P...
Asaka Industrial Products. Check out their web store here . Asaka Industrial is a dirt-cheap manufacturer of shovels, gardening tools, and...
Altay Capital
162 Views
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bullish
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Thematic (Sector/Industry)
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27 Jan 2025 20:47
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Syndicated
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
169 Views
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bullish
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Takigami Steel Construction
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07 Dec 2024 21:09
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Syndicated
Takigami Steel Construction (TYO 5918) - A Portfolio of Public Securities
Company is marginally profitable and owns a portfolio of securities (mostly public stocks) and rental real estate worth ~3x its market cap...
Altay Capital
503 Views
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bullish
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Thematic (Sector/Industry)
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23 Sep 2024 20:49
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Syndicated
Investing Alongside Beji Sasaki: Japan's Unconventional Corporate Raider and Value Investor
He’s an aggressive corporate raider looking to take control of public companies and maximize profits, a concept that’s anathema in Japan.
Altay Capital
256 Views
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bullish
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Sanyo Industries
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30 Aug 2024 18:33
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Syndicated
Sanyo Industries (TYO 5958) - $60m Net-Net With 5 P/E, 3.8% Dividend, That's Buying Back Shares
Sanyo Industries Product Categories Sanyo Industries (TYO 5958) is a manufacturer of construction materials that’s been in business since 1948.
Altay Capital
297 Views
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