Recommended by Edwin Dorsey
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!
The best source for finding deep value in Japanese stocks. I've learned a ton reading Altay Capital and you will too.
Small-cap / micro-cap stock ideas. Concise, easy to read. Value investing, GARP, special situations, contrarian, hidden gems.
Nat is a phenomenal microcap investor, and his newsletter is always an immediate read and joyful surprise when it's in my inbox. This is your newsletter if you care about finding deep value in microcaps.
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The best commentary on Asian markets and a must-read for any investor interested in Asian equities.