Capitalist Letters

Capitalist Letters

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

📚 Fundamentals

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
1
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
5
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
10 Lessons From 2024 Berkshire Hathaway Annual Shareholder Meeting
It was the first one without Charlie. His wit and wisdom were largely sought after, though, this meeting didn't come short in terms of lessons about…
 • 
Oguz Erkan
16
© 2025 Oguz Erkan
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture