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05:22
Apr 16
@altaycapital
@JapanDeepValue1 There was some activist buying earlier!
05:22
Apr 16
@altaycapital
@JapanDeepValue1 it's very cheap. Tokyo land prices have only been going up lately too.
20:18
Apr 15
@altaycapital
@olliejmorgan You'll have to mail them yourself. The more people doing it the better anyway! It'll put it top of mind for them. A zero cost/…
20:16
Apr 15
@altaycapital
I'm not doing this manually. Built a tool via AI that fills out all the contact forms and generates a tailored message for me. The contact …
20:15
Apr 15
@altaycapital
I started filling out contact forms with a fake Japanese name Companies that never replied back, are replying back! One I use is 右代宮 金蔵. Wh…
19:24
Apr 15
@altaycapital
@daken_in_market Stock prices often do move at least a bit because of people writing about them, but I personally never sell shortly after a…
17:22
Apr 14
@altaycapital
@orrdavid @finanzasanonima @griffin_hodl I still play Warcraft 3 custom maps to this day... hah.
06:27
Apr 14
@altaycapital
@katakana_kurisu @CompaCompu @taobanker I like the Alfort chocolates from Bourbon too! That one has done way better too.
00:48
Apr 14
@altaycapital
@puppyeh1 They almost flipped the disasterous Philippine casino to a U.S. listed SPAC in early 2022 when the stock price was 3x higher!
00:46
Apr 14
@altaycapital
@stoked_on_waves hah. I wouldn't.
22:13
Apr 13
@altaycapital
@taobanker I was early to this observation. I did buy some $BWEL after this post too lmao. https://t.co/x51Y77xzgJ
21:40
Apr 13
@altaycapital
wild stuff. Market cap ¥58 bn, writedown over ¥200 bn https://t.co/6l9OG0bCBy
21:39
Apr 13
@altaycapital
@BerkelKip I'll 1 up you with this one market cap ¥58 billion write down of ~¥217 billion. See your post reminded me of this and I put it in…
21:37
Apr 13
@altaycapital
also IMPOSSIBLE to ever get comfortable with stuff like this as an investor: The head of the company used body guards and local police to f…
21:34
Apr 13
@altaycapital
plenty of cheap stocks in Japan. No need to try chasing the optically cheap 0.17x p/b names, esp when the core business is really bad. The b…
21:33
Apr 13
@altaycapital
Univeral (6425) was a cheap on a P/B basis stock I never bought despite looking at it a few times. The entire co is a bet on a massive multi…
19:38
Apr 13
@altaycapital
@Merridew__ Someone once told me Trump is the "Avatar of America" and it's stuck wit me since.
19:17
Apr 13
@altaycapital
@taobanker Gotta get you morinaga pilled. Go eat some hi chews and embrace Japanese staples. Solid performance, cheaper multiples, net cash,…
2201.T
HIGH
19:11
Apr 13
@altaycapital
@taobanker Meh. Top line barely grew despite massive M&A. Something is clearly broken here. Without organic top line growth unit economi…
18:35
Apr 13
@altaycapital
@taobanker This one is approaching almost as cheap as some Japanese staples. 2201 is still cheaper on ev/ebit and has top line growth while …
GIS 2201
HIGH
06:08
Apr 13
@altaycapital
@orrdavid @MikeFritzell Worth trying! You don't need it to rewrite, just edit for clarity and flow. I usually run my own writing through AI…
05:34
Apr 13
@altaycapital
ChatGPT writing is really bad and I can't get it to write anywhere close to a human, but you should try Claude. Claude's writing is top notc…
03:36
Apr 13
@altaycapital
This has been on a tear lately. no idea why. Haven't touched my position here in some time. wish i owned more
23:16
Apr 12
@altaycapital
@dungeoninvest I always thought that way about the original Fist of the North Star. It's so absurd that it's fun. I'll try and give the new …
19:56
Apr 11
@altaycapital
I wrote up an analysis of this company on my Substack (free). Mobile gaming is a very difficult business and they have made little to no vis…
18:27
Apr 11
@altaycapital
@JapanDeepValue1 @aleabitoreddit Not just semis. Chatted about this with @InvestInJapan . Japanese companies are ashamed of raising prices f…
18:22
Apr 11
@altaycapital
@DaBao_ You need the pope himself to exorcise the powerful demons inside you that made you buy HK stocks in the first place
17:24
Apr 11
@altaycapital
@zephyr_z9 When your end customers like Nvidia and Micron etc are gouging their own customers with 75% gross margins, you gotta raise prices…
17:09
Apr 11
@altaycapital
@zephyr_z9 Kioxia outright says they don't supply highly in demand commodity products on pricing but in gentleman's agreements:
02:33
Apr 11
@altaycapital
@CatNyanpital @taobanker https://t.co/Wgm5qvyRt4
22:22
Apr 10
@altaycapital
@InflexioSearch -70% since this post. Friends don't let friends buy Vancouver based shitcos. Especially unprofitable shovelware game develop…
19:35
Apr 10
@altaycapital
@govro12 You can see any and all disclosures on kabutan or buffet code or any data aggregator including yahoo finance jp I believe. I just u…
19:28
Apr 10
@altaycapital
@OnodaCapital Big fan of NET's ceo/founder. They roll out a lot of great features, but I still can't get comfortable with the valuation. If …
05:12
Apr 10
@altaycapital
Easy come easy go! only up 5% ish now. I haven't bought or sold in a long time. Just sitting on the basket bet.
02:36
Apr 10
@altaycapital
Have owned this since 08/2024 and added in 2025. I have no idea how material this development is. Small company's tech validated seems like …
02:28
Apr 10
@altaycapital
Fukuvi Chemical (TYO 7871) limit up after breakthrough recycling process works. Partnership with Takenaka Corporation (big 5 contractor) to…
00:44
Apr 06
@altaycapital
Said it before, but select JP staples like Morinaga 2201 and Bourbon 2208 are just cheaper and better quality than the shitco U.S. CPG names…
22:14
Apr 05
@altaycapital
$2201.t Morinaga & Co Ltd https://t.co/GweYgJqUrH
23:19
Apr 04
@altaycapital
This one has done well. Didn't realize how well till I checked up on it today (+77%). I own the same 1,000 shares I owned since this writeup…
18:21
Mar 29
@altaycapital
Since this is not my typical kind of position, I would not have bought at above the original bid price. Could be a lot of upside, but I figu…
18:20
Mar 29
@altaycapital
New writeup on the 'stack. A special situation play with an activist. Way too small for most with comically small $14.4m mcap. I wrote this …
05:24
Mar 25
@altaycapital
If anyone is having trading permission issues on IBKR interactive brokers today, just submit new trading permissions. For me I just hit enab…
11:19
Mar 23
@altaycapital
So tired of the nonstop doomer slop on my feed lately. Maybe we can finally get past this https://t.co/TOCRG8AXzF
06:38
Mar 19
@altaycapital
Mitachi with another revision upwards of forecast. Dividend going up 10 jpy too. https://t.co/nGJs2sUgRK
06:16
Mar 19
@altaycapital
Used ai to summarize a video interview with a co I own Nakakita Seisakusho (6496). I knew they were consistently profitable but my data only…
07:05
Mar 13
@altaycapital
Integral is the PE firm (5842). I own some. Why did the founder sell his stake at net net valuation only for the PE co to sell for more than…
07:03
Mar 13
@altaycapital
7999 Mutoh founder sold all his stock (around 40%) to a PE firm for 2200 yen each last year (last traded price). The PE firm sold the entire…
01:13
Mar 13
@altaycapital
This post is about Inui logistics 9308
10:10
Mar 12
@altaycapital
Posted about this one in a comment somewhere. It's cheap, but so is TOC, another RE play with big uplift in fmv vs book. I own some, but own…
10:09
Mar 12
@altaycapital
Fair value of their RE from annual report 89.28 bn jpy vs book value of 10.48bn. Company's market cap is 41.2bn. Big redevelopment happenin…