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Finishing June: Our Portfolio Outperforms S&P 500 by 31%, Here Is What We Own!
Portfolio is now up 49% over the last twelve months against 18% of the S&P 500!
Jun 28
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Oguz Erkan
51
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Software Armageddon: Opportunity Or Trap?
Software is getting disrupted or it's presenting a generational buying opportunity. Which one is true?
Feb 8
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Oguz Erkan
125
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Buying This Fast Growing Small-Cap Company With 2x Potential!
Recurring revenue business, growing at an exceptional rate. Nobody watches it. The stock can make 2x in the next few quarters and 4x over the next 3-4…
Jul 26
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Oguz Erkan
45
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Kimi 3: AI Capex Apocalypse or a Buying Opportunity?
The market is afraid that Kimi 3 invalidates the AI capex thesis, and spending will collapse. I don't think so.
Jul 19
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Oguz Erkan
82
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The Mega-Cap Opportunity: Meta & Microsoft!
The market unduly discounts Meta and Microsoft. Time to buy.
Jul 12
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Oguz Erkan
67
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🚨Trade Alert 18: One Exit, One Trim, One New Position and Two Top-Ups!
Exiting two positions, increasing an existing position and opening one new position.
Jul 8
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Oguz Erkan
21
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Microsoft: Undervalued & Undisruptable!
Sometimes the best opportunities hide in plain sight. Microsoft is one of them.
Jul 5
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Oguz Erkan
90
9
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Top posts
Return Of The Moat: Six Heavy-Moat Stocks To Buy Now
Feb 4
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Oguz Erkan
157
13
16
Software Armageddon: Opportunity Or Trap?
Feb 8
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Oguz Erkan
125
18
19
5 Undervalued Heavy Moat Stocks I Will Be Buying
Mar 22
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Oguz Erkan
122
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Grab: Exceptional Business At Fair Price
Jan 18
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Oguz Erkan
104
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5 Quality Stocks You Can Still Buy at Reasonable Prices
Oct 22, 2025
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Oguz Erkan
100
10
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🚨 Trade Alert 17: Trimming One Position, Opening Two New Positions
Trimming one position to buy another stock in the same sector, and also buying a fast-growing European small-cap.
Jun 17
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Oguz Erkan
40
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It's Time To Rotate Into Platform Businesses
AI trade is about to hit its limits while dominant platform businesses are giving generational buying opportunities.
Jun 14
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Oguz Erkan
107
10
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Buying This Fast Growing Company With 100% Upside
Revenues have grown by 40% and net income by 90% annually since 2021. Trading at just 13x forward EBITA.
Jun 7
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Oguz Erkan
46
4
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🚨Trade Alert 16: Exiting Two Positions And Opening Two New Positions
Exiting two positions that worked incredibly well to fund two new opportunities.
Jun 3
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Oguz Erkan
34
2
Finishing May: Our Portfolio Outperforms S&P 500 by 30%, Here Is What We Own!
Portfolio is now up 58% over the last twelve months against 28% of the S&P 500!
May 31
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Oguz Erkan
46
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How To Consistently Outperform The Market?
No bullshit guide.
May 24
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Oguz Erkan
89
3
7
DoorDash: Undervalued Giant With 2x Potential!
One of the best opportunities in the market.
May 17
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Oguz Erkan
48
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Data Center Power Play Trading At 30% Discount
Revenues jumped by 48% last year driven by data center contracts and it's just the beginning.
May 10
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Oguz Erkan
42
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4
🚨Trade Alert 15: Buying Two New Stocks, Trimming Two Positions
Trimming two high flying positions, buying two overlooked opportunities.
May 6
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Oguz Erkan
34
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