Altay Capital - Mostly Value Investing
AltayCapA newsletter about value investing! Mostly focus on smaller cap value net-nets in Japan. Not affiliated with any fund. If you find my writings actionable, a paid sub is appreciated. Nothing I write is financial advice. Do your own due dilligence!
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 26 | Subscribers | Read | altaycap.substack.com |
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Sanyo Industries (TYO 5958) - $60m Net-Net With 5 P/E, 3.8% Dividend, That's Buying Back Shares
Sanyo Industries Product Categories
Sohu.com Inc (Nasdaq: SOHU): A Net-Net with $1.3B in Cash and Valuable Real Estate ($400m+) Trading at $460m Market Cap with a $150m Buyback
Source: Changyou’s TLBB Game, Sohu.com Inc’s #1 Game
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Authors
The writers behind this newsletter.
Long / Short equities. Value investor.
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