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@AltayCapital "@teddy_okuyama Macro is hard. Everyone seems to think Yen weakens so maybe it does the opposite. Who knows. Half my yen is borrowed rest is owned. I don't know where it goes from here"
X Link @AltayCapital 2025-10-15T03:31Z 13K followers, XXX engagements

"What's the bull case for Aeon Co (TYO 8267) It's Japan's largest retailer that owns everything from supermarkets to shopping malls to drug stores. BVPS down since 2025 flat dividend (sub 1%) 90x P/E 4x book. Why would anyone be excited to own this"
X Link @AltayCapital 2025-07-25T00:48Z 13K followers, 6063 engagements

"@teddy_okuyama @Basteph_ Trading at a discount to NAV now. The business model doesn't work when it trdes below NAV. Issuing shares to buy BTC now is dilutive"
X Link @AltayCapital 2025-10-17T02:50Z 13K followers, XXX engagements

"Another Hikari Tsushin name I own is Japan Oil Transportation (TYO 9074). It's not a net-net but very cheap (and illiquid). Hikari owns XXXX% Mcap: XX billion ($68m USD) P/E: XXX Dividend: XXX% FCF is significantly higher than net income. FCF was XXX billion for FY25"
X Link @AltayCapital 2025-07-17T02:20Z 13K followers, 10.8K engagements

"So many weird Japanese small caps. Zappallas (TYO 3770) for example is a $40m mcap Fortune Telling as a Service company. No joke. Uber model for fortune telling + a physical store Shutting down unprofitable U.S. biz and buying back stock. Turnaround working 10x op inc core biz"
X Link @AltayCapital 2024-04-03T00:08Z 13K followers, 48.6K engagements

"@teddy_okuyama @Basteph_ I'm not sure I buy this. Selling covered calls aren't a free lunch. If bitcoin rockets they get called. You sell your upside"
X Link @AltayCapital 2025-10-17T03:52Z 13K followers, XXX engagements

"@himichaelhe @japan_guru_x Wow. Big runs on those. Hankyu Hanshin did well today which I own"
X Link @AltayCapital 2025-10-16T06:22Z 13K followers, XXX engagements

"This is a cheap name that has basically gone nowhere (owned for X yrs). Biz is meh. Hikari Tsushin has added to it in June XX 2025 and October 2024. They own XXXXX% (Counting just top XX shareholders). UH partners X not in top XX and owns another 0.44%. Illiquid name"
X Link @AltayCapital 2025-08-04T04:23Z 13K followers, 5951 engagements

"@puppyeh1 @ClarkSquareCap Have you looked at Sanken Electric (6707) Effissimo owns XX% and Oasis owns 8%. They own XX% of ALGM in the U.S. I bought a small position a few days ago but haven't done any work on it yet. Originally saw it here:"
X Link @AltayCapital 2024-06-12T04:37Z 13K followers, 7215 engagements

"Amazing things happen when a company finds religion on shareholder returns. Sankyo is an excellent example It's also in an unloved industry"
X Link @AltayCapital 2025-06-11T00:28Z 13K followers, 39.1K engagements

"@ClarkSquareCap No shareholder returns 0.9x p/b. I remain neutral/slightly bearish. Problem with a name like this is that they could easily blow all their net cash on a random acquisition. IR said they were looking to make an acquisition a couple years ago"
X Link @AltayCapital 2025-10-17T07:04Z 13K followers, XXX engagements

"@teddy_okuyama @Basteph_ Yes there are some tax advantages to owning it via metaplanet vs direct but you lose control entirely. I suspect this trades lower"
X Link @AltayCapital 2025-10-17T02:53Z 13K followers, XXX engagements