Capitalist Letters

Capitalist Letters

Home
Chat
📈Stock Picks
📚 Fundamentals
📝Essays
📊 Portfolio Update
Free E-book
📔 Course: Investing 101
📖Open Resource Library
About

📚 Fundamentals

How I Value Growth Companies In Two Steps—And Sample Lemonade Valuation
Learning how to properly value unprofitable growth companies is a superpower.
 • 
Oguz Erkan
1
How To Analyze Competitive Advantage in 5 Simple Steps + Cheat Sheet For Competitive Analysis
Companies with a durable competitive advantage pay the highest dividends in the long term. Here is how you can assess competitive position and a cheat…
 • 
Oguz Erkan
3
How To Find Exceptional Businesses?
"Buy exceptional companies and do nothing" is the formula of success in investing. But... How to find such exceptional companies? Let me explain.
 • 
Oguz Erkan
7
Don't Imitate Druckenmiller, Learn From Him: 5 Timeless Lessons ⏱️
Don't try imitating great investors instead learn the principles that led to success and implement them in your own way.
 • 
Oguz Erkan
6
US Government Wants To Break Up Google, Can It?
Antitrust regulations have been weaponized by the US and EU. Latest big target is Google. Can they take it down?
 • 
Oguz Erkan
3
How Can You Benefit From The Interest Rate Cuts?
We are reaching a turning point in this credit cycle. Small businesses and individuals had hard time to access credit in the last two years. This is…
 • 
Oguz Erkan
Economic Forecasting Is A Loser's Game, Don't Buy It!
Economic forecasters make money by forecasting regardless of the outcome. They don't have skin in the game.
 • 
Oguz Erkan
8
The Tale of Two Steves📕
Can a CEO change the whole trajectory of a business? Yes! The history is full of examples.
 • 
Oguz Erkan
3
You Can Time The Market, But Not Always⏱️
I used to think market timing was selling just before the bubble bursts and buying just before the recovery. That's impossible. It's all about mastering…
 • 
Oguz Erkan
11
Yes, You Can Beat The Hedge Funds!
This week, many so called "Superinvestors" including Warren Buffett, Bill Ackman and Michael Burry updated their 13-F filings. What's the key takeaway…
 • 
Oguz Erkan
4
Best Time to Buy: Lessons from Buffett's Investing History
You can't time the market but this doesn't mean that there are better times to buy individual stocks. Here, I will discover what's the best time to buy…
 • 
Oguz Erkan
4
5 Steps to Create the Best Portfolio 🏆
Most things you know about building a portfolio are probably wrong.
 • 
Oguz Erkan
11
© 2025 Oguz Erkan
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture