[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@AltayCapital "@atelicinvest Tested it still doesn't work"
@AltayCapital on X 2025-07-20 00:58:32 UTC 12.7K followers, 1341 engagements

"In Tokyo and I'm seeing a lot of this nanocap's carts being used by small businesses and delivery people. This is far from a sexy business but it's almost a double net net. Also realized recently HIKARI TSUSHIN (9435) owns 7.48%"
@AltayCapital on X 2024-01-22 03:52:43 UTC 12.7K followers, 27.8K engagements

"Gemini XXX pro is just so much worse than ChatGPT o3 for asking questions about annual reports. Pretty simple task as far as AI goes. Upload annual report and ask questions. Gemini just insists the data isn't in the report but it clearly is. This makes it unusable for me"
@AltayCapital on X 2025-07-20 00:47:31 UTC 12.7K followers, 18.4K engagements

"Quick writeup on the 'Stack about Tokyo Automatic Machinery (TYO 6360) a deep value packaging and production machine co. Packaging sold mostly to domestic companies with production equipment jointly developed and sold to Johnson&Johnson Vision (contact lenses). Free see bio"
@AltayCapital on X 2025-07-14 00:03:27 UTC 12.7K followers, 10.1K engagements

"TOC 8841. JPY 705/share today. Deeply discounted real estate company. 62bn jmcap back out ncav valued at 32bn ish. FMV (appraisals) vs book value of RE reveals gap of XXX bn ish of value. In 2007 management tried to take private at 800/share there was a counter bid at 1100 which was raised to 1300. Couldn't get enough shares to tender at that price so deal died. It's been dead money since. I like it today because 1) TSE reforms pushing for better capital efficiency. 2) co has been doing buybacks. 3) The president (family owns a huge stake) died in January. Taxes due Nov. 4) real estate has"
@AltayCapital on X 2025-07-14 22:36:27 UTC 12.7K followers, 5212 engagements

"Hikari has a huge public equity portfolio. Good hunting ground for ideas. One way to easily find all Hikari owned names. I just go to to buffet-code major shareholders for ticker and you can see UH Partners Optical Communications and just click into them to see the entire holdings. Alternatively @MikeFritzell aggregated them here (but it's paywalled):"
@AltayCapital on X 2025-07-17 02:24:49 UTC 12.7K followers, 3585 engagements

"Every time I'm tempted to buy a U.S. CPG stock like $KHC $CPB $CAG etc I end up passing and it's worked out so far. Volume declines high debt glp1. p/e is cheap but I'd rather own nicotine $BTI. JP cpg names also cheaper with net cash. $2587 has growth net cash"
@AltayCapital on X 2025-07-10 22:26:54 UTC 12.7K followers, 11.3K engagements

"Looks like they're buying back XX% of outstanding shares tomorrow from their largest shareholder who is selling. Big buyback. They also sold their U.S. division which was only marginally profitable. Hikari Tsushin (9435) owns some of this. I'd own it if it was a bit cheaper"
@AltayCapital on X 2025-03-31 08:35:09 UTC 12.7K followers, 6044 engagements

"Amazing things happen when a company finds religion on shareholder returns. Sankyo is an excellent example It's also in an unloved industry"
@AltayCapital on X 2025-06-11 00:28:14 UTC 12.7K followers, 38.8K engagements

"@gw_investing Someone is still bidding this up with decent volume. It's definitely cheap and business is showing solid growth but no longer comically cheap. Hikari Tsushin seems to have upped their stake with purchases as recently as April 7"
@AltayCapital on X 2025-07-18 01:10:09 UTC 12.7K followers, XXX engagements

"@atelicinvest For those curious the gemini dot google dot com / app fails at this very basic task. The Google AI Studio chat however using the exact same model gets the question right. Something is clearly broken with their consumer front end or a system prompt is breaking it"
@AltayCapital on X 2025-07-20 01:28:41 UTC 12.7K followers, 1198 engagements

"I said 'almost net-net'. I'm seeing mcap of $248m usd. Backing out NCAV biz valued at $34.2m There's $5m of long term investments so market values it at $29m despite doing $27m in net income last year. (forecast for next FY is only $14.4m though)"
@AltayCapital on X 2025-06-18 00:38:25 UTC 12.7K followers, 1801 engagements

"@gw_investing This has done remarkably well. Someone bid it up XX% an hour before close yesterday with 20k volume. I've pared my position a bit (regrettably) but still own above average basket position. These illiquid names can trade wildly"
@AltayCapital on X 2025-07-17 21:19:00 UTC 12.7K followers, 1066 engagements

"OUG Holdings (TYO 8041) is another name in the JP basket. Did a quick writeup on it today. A vertically integrated seafood wholesaler in Osaka. Mcap XXXX billion ($124m USD). Writeup is free (bio). P/E: XXXX P/E (FY26 Forecast): XXX P/B XXX Dividend: XXX% (1.6% DoE policy)"
@AltayCapital on X 2025-06-30 01:05:31 UTC 12.7K followers, 6054 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"
@AltayCapital on X 2025-07-17 02:20:07 UTC 12.7K followers, 7812 engagements

"Only reason I'm even trying Gemini XXX pro is because o3 has been a bit unreliable lately in terms of uptime. Routinely getting this lately after asking the same routine question I usually do about a company. Just 2-3 mins of thinking then fizzles out and gives me a non answer"
@AltayCapital on X 2025-07-20 01:08:03 UTC 12.7K followers, 2390 engagements

"Hearing the CEO talk with the Verge editor on youtube made me doubt them a bit. Verge guy mentions if they were starting Verge today they would do a tiktok channel mostly and youtube and not focus on text media on their website. Sundar argues that no they wouldn't and that 'text' media websites aren't going anywhere. Some old school thinking here. Text based media websites are totally donezo"
@AltayCapital on X 2025-07-21 02:49:33 UTC 12.7K followers, XXX 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"
@AltayCapital on X 2024-04-03 00:08:35 UTC 12.7K followers, 43.4K engagements