HeyJaredAltay Capital - Mostly Value Investing
A 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!
- Indexed issues, last 90 days
- 2
- Latest publication
- Sep 6, 2026
- Audience
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- Earliest in this view
- Aug 16, 2026
Latest issues
Applied Co. (TYO 3020): A Cash-Rich Japanese PC/HPC Company at ~1.5x EV/EBIT With Growing AI Exposure (opens the original)
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MegaChips Corp (TYO 6875): Trades at ¥11,250 but Gets You ¥19,842 of After-Tax SiTime (SITM) Value + NCAV and Is Buying Back Stock (opens the original)
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