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Uber: The Market Is Wrong, Time to Buy!
Fears of disruption has created one of the most attractive buying opportunities in the market right now.
8 hrs ago
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Oguz Erkan
36
3
5
It's Time To Be Bullish On Compute, Again.
The market is driven by a reflexive loop created by the AI demand. I don't see it end anytime soon.
Aug 6
•
Oguz Erkan
56
4
7
Finishing July: Our Portfolio Outperforms S&P 500 by 25%, Here Is What We Own!
Portfolio is now up 43% over the last twelve months against 18% of the S&P 500!
Aug 2
•
Oguz Erkan
46
2
July 2026
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
•
Oguz Erkan
47
3
2
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
83
5
10
The Mega-Cap Opportunity: Meta & Microsoft!
The market unduly discounts Meta and Microsoft. Time to buy.
Jul 12
•
Oguz Erkan
67
7
2
🚨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
•
Oguz Erkan
21
4
Microsoft: Undervalued & Undisruptable!
Sometimes the best opportunities hide in plain sight. Microsoft is one of them.
Jul 5
•
Oguz Erkan
92
9
10
June 2026
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
•
Oguz Erkan
51
1
3
🚨 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
•
Oguz Erkan
40
2
1
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
•
Oguz Erkan
107
10
14
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
•
Oguz Erkan
46
4
3
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