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Altay Capital

Altay Capital
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Altay Capital

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20 Feb 2025 23:10Syndicated

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...

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27 Jan 2025 20:47Syndicated

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...

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07 Dec 2024 21:09Syndicated

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...

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23 Sep 2024 20:49Syndicated

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.

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30 Aug 2024 18:33Syndicated

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.

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