📈 Stock Picks

🚨 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.

9 hrs ago • 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

Oracle: The Time Has Come

Oracle's cloud pivot is now more derisked than it's ever been.

Apr 19 • Oguz Erkan

5 Undervalued Heavy Moat Stocks I Will Be Buying

What are the properties that distinguish successful investors from others?

Mar 22 • Oguz Erkan

Fast-Growing Small-Cap With 3x Potential!

Small-cap company growing fast in an underpenetrated market.

Mar 15 • Oguz Erkan

Magnum: Special Situation With 50% Upside Potential

Spin-offs with wide moats are rare. Magnum is one of them and it's trading at a deep discount to peers.

Mar 8 • Oguz Erkan

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