Substack · Altay Capital - Mostly Value Investing · AltayCap
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
The operating business, a fabless semiconductor company that designs and sells custom ASICs, is also capital light and worth something, but we're rounding that down to zero.
Desde publicación −38,0 % α −37,1 p. p. vs S&P 500 · USD