Capitalist Letters

Capitalist Letters

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Capitalist Letters
Capitalist Letters
Tariff Proof Business Growing Revenues 50% And Trading At 55% Discount!

Tariff Proof Business Growing Revenues 50% And Trading At 55% Discount!

One of the best high growth opportunities I currently see in the market.

Oguz Erkan's avatar
Oguz Erkan
Apr 06, 2025
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Capitalist Letters
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Tariff Proof Business Growing Revenues 50% And Trading At 55% Discount!
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“Businesses disrupting traditional industries pay the highest return on investment.”

This is intuitive.

Disruption brings decline of incumbents. As they decline, the share of the market they previously captured becomes contestable again. Disrupter quickly captures all those shares in addition to organic growth of the market.

This is why they become so big …

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