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This Is Our Biggest Launch Ever!
Capitalist-Letters is stepping up the game. We are launching our own, best in class research tool. It's another level.
Sep 14
•
Oguz Erkan
37
4
Fast Growing, Niche Company Trading At 40% Discount!
It grew revenues by 32% and net income by 90% annually in the last 5 years. Yet, it's still trading at 40% discount to intrinsic value.
Sep 7
•
Oguz Erkan
31
2
August 2025
Finishing August: Our Portfolio Outperforms S&P 500 By 46%, Here's What We Own!
Our portfolio is now up 62% in the last twelve months against 16% of the S&P 500. Here is our updated portfolio!
Aug 31
•
Oguz Erkan
43
2
Coreweave: Risks Trump Opportunities
Coreweave may have a great potential, but if I owned it now, I wouldn't be able to sleep tight at night.
Aug 27
•
Oguz Erkan
46
4
🚨Trade Alert #10: Opening A New Position and Increasing Three Positions
Adding a new growth position, and increasing positions that are attractive in terms of risk/reward in an all-time high market.
Aug 21
•
Oguz Erkan
29
1
Investors Are Reversion Hunters, Not Trend Chasers
Some thoughts about the nature of the investment returns.
Aug 19
•
Oguz Erkan
41
4
Buying This Growth Stock Trading At 50% Discount To Intrinsic Value!
Disrupting a traditional industry with a fully digital business model, growing fast and has just started to expand internationally.
Aug 17
•
Oguz Erkan
35
8
🚨Trade Alert #9: Increasing Three Positions, Exiting One Position
Increasing three positions that offer limited downside and big upside going forward and exiting one that has become increasingly risky over the last few…
Aug 12
•
Oguz Erkan
43
4
PayPal: A Cannibal In Making
Everything is going at the right direction for PayPal, except for the stock price.
Aug 10
•
Oguz Erkan
88
7
Finishing July: Our Portfolio Outperforms S&P 500 By 24%, Here's What We Own!
Our portfolio is now up 40% in the last twelve months against 16% of the S&P 500. Here is our updated portfolio!
Aug 3
•
Oguz Erkan
37
July 2025
UnitedHealth and SOFI Earnings Review: A Case To Be Greedy and A Case To Be Fearful
Be greedy when others are fearful; be fearful when others are greedy.
Jul 30
•
Oguz Erkan
71
11
Trade Alert #8: Opening A New Position, Exiting One and Increasing One Position
Buying a new asymmetric opportunity, increasing one of our foundational positions and exiting one position.
Jul 23
•
Oguz Erkan
15
2
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