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Oscar Health: A 100-bagger In The Making?
One of the most asymmetric opportunities in the market.
Apr 27
•
Oguz Erkan
46
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Oscar Health: A 100-bagger In The Making?
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4
🚨Trade Alert #1: Buying This Tariff-Proof European Business With 20% Margin of Safety
It is tariff proof, recently broke-out of the downtrend, and hurdle rate is very low for an outsized performance.
Apr 25
•
Oguz Erkan
7
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🚨Trade Alert #1: Buying This Tariff-Proof European Business With 20% Margin of Safety
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Novo Nordisk: Easy Double From Here?
The market massively undervalues Novo Nordisk's pipeline. Here is why.
Apr 20
•
Oguz Erkan
72
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Novo Nordisk: Easy Double From Here?
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19
Our Shopping List of 10 Tariff Proof Stocks!
Tariffs got a 90-day pause but uncertainty remains. Even if they are implemented after 90-days, these stocks will still thrive in a high tariff…
Apr 13
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Oguz Erkan
71
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Our Shopping List of 10 Tariff Proof Stocks!
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12
Tariff Proof Business Growing Revenues 50% And Trading At 55% Discount!
One of the best high growth opportunities I currently see in the market.
Apr 6
•
Oguz Erkan
19
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Tariff Proof Business Growing Revenues 50% And Trading At 55% Discount!
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8
Buying This Disruptive Company With 30% Revenue CAGR and 95% Retention Rate!
This digital toll bridge with fast growth and decades of runway is finally fairly valued and I am buying.
Mar 16
•
Oguz Erkan
20
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Buying This Disruptive Company With 30% Revenue CAGR and 95% Retention Rate!
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Nebius: Under The Radar AI Infrastructure Stock Poised For 600% Revenue Growth!
Market still ignores it but institutions doubled their position last quarter.
Mar 9
•
Oguz Erkan
75
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Nebius: Under The Radar AI Infrastructure Stock Poised For 600% Revenue Growth!
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14
Hims & Hers Earnings Was Way Better Than The Wall Street Thought, Here Is Why.
Story of a company performing so amazingly that its investors got upset for a 20% decline after it quadruples in a year.
Mar 2
•
Oguz Erkan
26
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Hims & Hers Earnings Was Way Better Than The Wall Street Thought, Here Is Why.
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2
Amazon: Still A Double From Here?
Amazon, by far, has the highest upside potential among all mega-caps. It's dominating three fast growing markets with potential to capture massive value…
Feb 16
•
Oguz Erkan
46
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Amazon: Still A Double From Here?
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3
Pegasus Airlines: 4x In The Next 5 Years?
This is one of the cheapest and highest quality businesses I have ever seen.
Feb 9
•
Oguz Erkan
22
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Pegasus Airlines: 4x In The Next 5 Years?
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10
Ultimate Watchlist Of 100 High Quality Stocks!
There are over 60,000 public companies in the world. Only a several dozens of them can you make you rich. These are the 100 most likely winners!
Feb 2
•
Oguz Erkan
31
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Ultimate Watchlist Of 100 High Quality Stocks!
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2
TSMC: Undisruptable And Undervalued!
It's hard to find an undisruptable company trading at a discount, yet TSMC is offering that opportunity now. Given the outlook, the stock can easily…
Jan 19
•
Oguz Erkan
52
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TSMC: Undisruptable And Undervalued!
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