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More Compute, Please.
Even the most optimistic estimates underplayed the compute we need.
Apr 15
•
Oguz Erkan
51
2
7
Dawn Of The New World Order
Iran war could be a transformative moment for the global political and economic order.
Apr 12
•
Oguz Erkan
58
10
3
There Is Not Enough Claude
AI will prove to be a General Purpose Technology, and demand for compute will be beyond anything we can imagine today.
Apr 5
•
Oguz Erkan
91
10
How To Really Have An Edge In The Market?
You don't need more information or knowledge.
Mar 26
•
Oguz Erkan
75
10
7
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
39
4
6
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
125
18
19
How To Think About Moats in The 21st Century?
In today's economy, slight competitive advantages can function like giant moats in some cases. These are where the the most asymmetric opportunities…
Dec 24, 2025
•
Oguz Erkan
67
5
7
How To Be A Value Investor In The 21st Century?
Grahamian value investing don't work anymore, Buffettology works but the alpha is limited; so, what to do instead?
Dec 10, 2025
•
Oguz Erkan
67
5
12
The Inevitable AI Bubble
AI bubble is inevitable, losing money is not.
Dec 7, 2025
•
Oguz Erkan
91
28
16
Terry Smith And The Big ROCE Fallacy
Why high return on capital isn't the key to high investment performance.
Dec 3, 2025
•
Oguz Erkan
92
23
8
How To Survive A Market Crash
No bullshit guide.
Nov 16, 2025
•
Oguz Erkan
95
12
12
Investors Are Reversion Hunters, Not Trend Chasers
Some thoughts about the nature of the investment returns.
Aug 19, 2025
•
Oguz Erkan
42
4
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