📈 Stock Picks

Buying This Exceptional Company Trading At Net Asset Value

Exceptional business, fast growth, long runway & fair value—a rare combination.

Jan 25 • Oguz Erkan

Grab: Exceptional Business At Fair Price

Grab is creating the next big ecosystem of interconnected businesses. The potential is undeniable, the price is fair.

Jan 18 • Oguz Erkan

Buying This fast Growing Niche Company With 100% Upside

Revenues quadrupled and earnings quintupled in the last five years, management is guiding for 34% growth next year and it's trading at just 13x forward…

Jan 11 • Oguz Erkan

AI Energy Trade: Thematic Investment Thesis and Top 20 Stocks

Energy is the real bottleneck for scaling AI and these 20 companies are well positioned to be the category winners.

Dec 21, 2025 • Oguz Erkan

Ultimate Watchlist of 50 High-Potential Stocks for 2026!

If any stock will mint millionaires in 2026, it's likely in this list.

Dec 14, 2025 • Oguz Erkan

Oscar Health Revisited: A 10-Bagger In Making Or Doomed To Fail?

An asymmetric opportunity with substantial risks.

Nov 26, 2025 • Oguz Erkan

5 Stocks I'll Be Buying If The Market Pullback Continues

We are investors, we don't raise cash to sit on it and feel happy when the market is crashing. We raise cash to buy bargains when everybody sells into a…

Nov 23, 2025 • Oguz Erkan

🚨Trade Alert 13: Exiting Two Positions, and Increasing One Position

Growing the cash position while also capitalizing on a no-brainer opportunity.

Nov 19, 2025 • Oguz Erkan

🚨Trade Alert 12: Exiting Three Positions, Increasing Two Positions

Making 5 new trades to position the portfolio for sustained outperformance while growing the cash buffer against a potential market correction.

Nov 12, 2025 • Oguz Erkan

Duolingo: Great Business At A Fair Value

Dominant business with great prospects trading at around fair value.

Nov 9, 2025 • Oguz Erkan

🚨Trade Alert 11: Opening Two New Positions And Exiting Three Positions

Adding two new asymmetric bets and exiting three underperforming positions.

Nov 5, 2025 • Oguz Erkan

SoFi & UnitedHealth Earnings Review: Hold Despite Proper Performance

SoFi is firing on all cylinders and UnitedHeath is showing signs of recovery. Despite satisfactory performance from both, I think they are "hold" at the…

Oct 29, 2025 • Oguz Erkan

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