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Pagaya: 3× Upside But On Thin Ice
Pagaya has a massive growth potential ahead but it comes with lethal balance sheet related risks.
Oct 19
•
Oguz Erkan
31
14
Data Center Energy Play With 5x Potential!
The company makes an indispensable product to address critical problems that come with increasing energy demand in commercial sites and transition from…
Oct 5
•
Oguz Erkan
54
3
Buying A New Growth Stock With 3x Potential
Industry leader growing revenues +30% annually. It benefits from strong network effects and economies of scale. Yet, it's trading at just 13 times…
Sep 21
•
Oguz Erkan
37
5
Fast Growing, Niche Company Trading At 40% Discount!
It grew revenues by 32% and net income by 90% annually in the last 5 years. Yet, it's still trading at 40% discount to intrinsic value.
Sep 7
•
Oguz Erkan
32
2
Coreweave: Risks Trump Opportunities
Coreweave may have a great potential, but if I owned it now, I wouldn't be able to sleep tight at night.
Aug 27
•
Oguz Erkan
49
9
🚨Trade Alert #10: Opening A New Position and Increasing Three Positions
Adding a new growth position, and increasing positions that are attractive in terms of risk/reward in an all-time high market.
Aug 21
•
Oguz Erkan
29
1
Buying This Growth Stock Trading At 50% Discount To Intrinsic Value!
Disrupting a traditional industry with a fully digital business model, growing fast and has just started to expand internationally.
Aug 17
•
Oguz Erkan
35
8
🚨Trade Alert #9: Increasing Three Positions, Exiting One Position
Increasing three positions that offer limited downside and big upside going forward and exiting one that has become increasingly risky over the last few…
Aug 12
•
Oguz Erkan
43
4
PayPal: A Cannibal In Making
Everything is going at the right direction for PayPal, except for the stock price.
Aug 10
•
Oguz Erkan
90
7
Trade Alert #8: Opening A New Position, Exiting One and Increasing One Position
Buying a new asymmetric opportunity, increasing one of our foundational positions and exiting one position.
Jul 23
•
Oguz Erkan
15
2
Buying This Growth Stock With 3x Potential!
It's a simple and consistent business in a boring industry with a clear path to make 3x in the next 5 years even on conservative assumptions.
Jul 20
•
Oguz Erkan
25
3
Brookfield: Undervalued Giant In An Overvalued Market!
Brookfield is a rare opportunity in a broadly overvalued market for those looking to deploy capital into foundational positions but are struggling to…
Jul 13
•
Oguz Erkan
71
13
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