Subscribe
Sign in
Home
Chat
📈Stock Picks
📚 Fundamentals
📝Essays
📊 Portfolio Update
Free E-book
📔 Course: Investing 101
📖Open Resource Library
About
Latest
Top
Discussions
Brookfield: Undervalued Giant In An Overvalued Market!
Brookfield is a rare opportunity in a broadly overvalued market for those looking to deploy capital into foundational positions but are struggling to…
Jul 13
•
Oguz Erkan
50
Share this post
Capitalist Letters
Brookfield: Undervalued Giant In An Overvalued Market!
Copy link
Facebook
Email
Notes
More
6
🚨Trade Alert #7: Increasing Two Positions and Opening One New Position
Buying shares in 3 international stocks that are gravely undervalued.
Jul 10
•
Oguz Erkan
15
Share this post
Capitalist Letters
🚨Trade Alert #7: Increasing Two Positions and Opening One New Position
Copy link
Facebook
Email
Notes
More
1
Buying This Market Leader With 100% Upside Potential!
Simple business that is dominating its market and still growing. Yet, the valuation is unreasonably cheap as investors are focused on AI and tech…
Jul 6
•
Oguz Erkan
16
Share this post
Capitalist Letters
Buying This Market Leader With 100% Upside Potential!
Copy link
Facebook
Email
Notes
More
4
June 2025
Finishing June: Our Portfolio Outperforms S&P 500 By 29%, Here's What We Own!
Our portfolio is now up 41% in the last twelve months against 12% of the S&P 500. Here is our updated portfolio!
Jun 29
•
Oguz Erkan
31
Share this post
Capitalist Letters
Finishing June: Our Portfolio Outperforms S&P 500 By 29%, Here's What We Own!
Copy link
Facebook
Email
Notes
More
2
🚨Trade Alert #6: Buying Three New Stocks
Buying a new undervalued growth stock and two other positions with high dividend yields and limited downside.
Jun 26
•
Oguz Erkan
17
Share this post
Capitalist Letters
🚨Trade Alert #6: Buying Three New Stocks
Copy link
Facebook
Email
Notes
More
DLocal: High Quality Growth At 30% Discount To Fair Value!
Stellar business, stellar growth yet abysmal stock performance. The market remains overly pessimistic despite the signs of progress which creates a big…
Jun 22
•
Oguz Erkan
54
Share this post
Capitalist Letters
DLocal: High Quality Growth At 30% Discount To Fair Value!
Copy link
Facebook
Email
Notes
More
8
🚨Trade Alert #5: Buying A New Growth Position, Increasing Two Positions and Adding A Precious Metal
Buying a new growth position with a favorable risk/reward profile, adding on two of the existing positions that have favorable setups, and reducing fiat…
Jun 18
•
Oguz Erkan
15
Share this post
Capitalist Letters
🚨Trade Alert #5: Buying A New Growth Position, Increasing Two Positions and Adding A Precious Metal
Copy link
Facebook
Email
Notes
More
4
Buying This Fast-Growing Company With 3X Potential!
It grew revenues 30% annually from 2020 to 2024, expanded margins and has a stellar return on investment. What's better? It's profitable and trading at…
Jun 15
•
Oguz Erkan
26
Share this post
Capitalist Letters
Buying This Fast-Growing Company With 3X Potential!
Copy link
Facebook
Email
Notes
More
eToro: Promising New IPO?
I loved eToro's business model and the philosophy behind it.. But does it automatically make it investment worthy? I am not so sure...
Jun 12
•
Oguz Erkan
30
Share this post
Capitalist Letters
eToro: Promising New IPO?
Copy link
Facebook
Email
Notes
More
5
Disruptive Growth Company Trading At 55% Discount To Fair Value!
It's been growing revenues 97% annually in the last five years, closing in on adjusted EBITDA profitability yet the market still ignores it.
Jun 8
•
Oguz Erkan
24
Share this post
Capitalist Letters
Disruptive Growth Company Trading At 55% Discount To Fair Value!
Copy link
Facebook
Email
Notes
More
3
🚨Trade Alert #4: Trimming One Position And Increasing Two Positions
Internal capital allocation from unfavorable risk/reward profile to more favorable risk/reward profiles.
Jun 5
•
Oguz Erkan
19
Share this post
Capitalist Letters
🚨Trade Alert #4: Trimming One Position And Increasing Two Positions
Copy link
Facebook
Email
Notes
More
1
Finishing May: Our Portfolio Outperforms S&P 500 By 15%, Here's What We Own!
Our portfolio is now up 27% in the last twelve months against 12% of the S&P 500. Here is our updated portfolio!
Jun 1
•
Oguz Erkan
8
Share this post
Capitalist Letters
Finishing May: Our Portfolio Outperforms S&P 500 By 15%, Here's What We Own!
Copy link
Facebook
Email
Notes
More
3
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts