Archive - Capitalist Letters

Buying This Disruptive Company With 30% Revenue CAGR and 95% Retention Rate!

This digital toll bridge with fast growth and decades of runway is finally fairly valued and I am buying.

2 hrs ago •

How To Find Exceptional Businesses?

"Buy exceptional companies and do nothing" is the formula of success in investing. But... How to find such exceptional companies? Let me explain.

Mar 12 •

Nebius: Under The Radar AI Infrastructure Stock Poised For 600% Revenue Growth!

Market still ignores it but institutions doubled their position last quarter.

Mar 9 •

European Innovation: Can It Escape Slow Death?

European competitiveness is suffering a slow death at the hands of tradition.

Mar 5 •

Hims & Hers Earnings Was Way Better Than The Wall Street Thought, Here Is Why.

Story of a company performing so amazingly that its investors got upset for a 20% decline after it quadruples in a year.

Mar 2 •

February 2025

Don't Imitate Druckenmiller, Learn From Him: 5 Timeless Lessons ⏱️

Don't try imitating great investors instead learn the principles that led to success and implement them in your own way.

Feb 26 •

Rocking February: Our Portfolio Outperforms S&P 500 By 34%, Here Is What We Own!

Our portfolio is now up 52% in the last twelve months against 18% of S&P 500. Here is our updated portfolio!

Feb 23 •

Invest In Builders Over Optimizers

Founder led companies outperform others by a margin. It's a fact and you should exploit this.

Feb 19 •

Amazon: Still A Double From Here?

Amazon, by far, has the highest upside potential among all mega-caps. It's dominating three fast growing markets with potential to capture massive value…

Feb 16 •

Why You Should Never Invest in a Pure E-Commerce Business?

Don't try to invest in next Amazon, invest in those like Amazon.

Feb 12 •

Pegasus Airlines: 4x In The Next 5 Years?

This is one of the cheapest and highest quality businesses I have ever seen.

Feb 9 •

Is The US Economy Headed Toward Stagflation?

If the US economy walks down the path of high deficit, result will be disastrous.

Feb 5 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts