📈 Stock Picks

Buying This Fast Growing Small-Cap Company With 2x Potential!

Recurring revenue business, growing at an exceptional rate. Nobody watches it. The stock can make 2x in the next few quarters and 4x over the next 3-4…

Jul 26 • Oguz Erkan

The Mega-Cap Opportunity: Meta & Microsoft!

The market unduly discounts Meta and Microsoft. Time to buy.

Jul 12 • Oguz Erkan

🚨Trade Alert 18: One Exit, One Trim, One New Position and Two Top-Ups!

Exiting two positions, increasing an existing position and opening one new position.

Jul 8 • Oguz Erkan

Microsoft: Undervalued & Undisruptable!

Sometimes the best opportunities hide in plain sight. Microsoft is one of them.

Jul 5 • Oguz Erkan

🚨 Trade Alert 17: Trimming One Position, Opening Two New Positions

Trimming one position to buy another stock in the same sector, and also buying a fast-growing European small-cap.

Jun 17 • Oguz Erkan

It's Time To Rotate Into Platform Businesses

AI trade is about to hit its limits while dominant platform businesses are giving generational buying opportunities.

Jun 14 • Oguz Erkan

Buying This Fast Growing Company With 100% Upside

Revenues have grown by 40% and net income by 90% annually since 2021. Trading at just 13x forward EBITA.

Jun 7 • Oguz Erkan

🚨Trade Alert 16: Exiting Two Positions And Opening Two New Positions

Exiting two positions that worked incredibly well to fund two new opportunities.

Jun 3 • Oguz Erkan

DoorDash: Undervalued Giant With 2x Potential!

One of the best opportunities in the market.

May 17 • Oguz Erkan

🚨Trade Alert 15: Buying Two New Stocks, Trimming Two Positions

Trimming two high flying positions, buying two overlooked opportunities.

May 6 • Oguz Erkan

Buying This Boring Business With 3x Potential!

A rare undervalued opportunity in a broadly overvalued market.

May 3 • Oguz Erkan

🚨 Trade Alert 14: Exiting One Position And Opening One New Position

Closing a low conviction position, and rolling proceeds to a new position with higher conviction and secular tailwinds.

Apr 22 • Oguz Erkan

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