Capitalist Letters

Capitalist Letters

How To Really Have An Edge In The Market?

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Oguz Erkan's avatar
Oguz Erkan
Mar 26, 2026
∙ Paid

I have been thinking a lot about this for the past few days:

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Buffett made 10x his money on his Apple position that he opened in 2016. When you say it this way, it sounds natural, but it’s not, as it was already the biggest company in the world when he bought it.

This is probably the biggest alpha ever created in a mega-cap by any investor.

And it’s not a…

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