📝Essays

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

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

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

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

The Inevitable AI Bubble

AI bubble is inevitable, losing money is not.

Dec 7, 2025 • Oguz Erkan

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

How To Survive A Market Crash

No bullshit guide.

Nov 16, 2025 • Oguz Erkan

Investors Are Reversion Hunters, Not Trend Chasers

Some thoughts about the nature of the investment returns.

Aug 19, 2025 • Oguz Erkan

5 Lessons I Learnt From A Failed Investment 📉

I bought a stock last year, only to exit at 90% loss. Here is what I learnt.

Apr 23, 2025 • Oguz Erkan

How Warren Buffett Doubled His Money In One Trade

American Express Case Study

Apr 2, 2025 • Oguz Erkan

Market Crashes When This Happens 📉

Human behavior signals market crashes much more accurately than statistics.

Mar 26, 2025 • Oguz Erkan

How I Invest In A Down Market For 100% Gain

Chaos is a ladder for an astute investor.

Mar 23, 2025 • Oguz Erkan

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