Archive - Capitalist Letters

How To Really Have An Edge In The Market?

You don't need more information or knowledge.

24 hrs ago • Oguz Erkan

5 Undervalued Heavy Moat Stocks I Will Be Buying

What are the properties that distinguish successful investors from others?

Mar 22 • Oguz Erkan

Fast-Growing Small-Cap With 3x Potential!

Small-cap company growing fast in an underpenetrated market.

Mar 15 • Oguz Erkan

Magnum: Special Situation With 50% Upside Potential

Spin-offs with wide moats are rare. Magnum is one of them and it's trading at a deep discount to peers.

Mar 8 • Oguz Erkan

Finishing February: Our Portfolio Outperforms S&P 500 by 11%, Here is What We Own

Our portfolio is now up 27% in the last twelve months against 16% of S&P 500. Here is our updated portfolio.

Mar 4 • Oguz Erkan

February 2026

Klarna: Time To Be A Contrarian

It's scary, and you may feel stupid until it works. But it'll work, and money will put a smile on your face.

Feb 22 • Oguz Erkan

Klarna: Full-Stack Digital Bank Hidden By The Leading BNPL Business

Fast growing business, margins will inflect next year, valuation has recently become a no-brainer.

Feb 15 • Oguz Erkan

Earnings Mania: Please Stop Listening To Noise!

A single earnings report rarely provides real and valuable signals, yet people can't stop obsessing over them.

Feb 11 • Oguz Erkan

Software Armageddon: Opportunity Or Trap?

Software is getting disrupted or it's presenting a generational buying opportunity. Which one is true?

Feb 8 • Oguz Erkan

Return Of The Moat: Six Heavy-Moat Stocks To Buy Now

We are heading toward a challenging market environment, it's time for the return of the moat.

Feb 4 • Oguz Erkan

Finishing January: Our Portfolio Outperforms S&P 500 by 25%, Here Is What We Own!

Our portfolio is now up 39% in the last twelve months against 14% of S&P 500. Here is our updated portfolio.

Feb 1 • Oguz Erkan

January 2026

Buying This Exceptional Company Trading At Net Asset Value

Exceptional business, fast growth, long runway & fair value—a rare combination.

Jan 25 • Oguz Erkan

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