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Fast-Growing Small-Cap With 3x Potential!
Small-cap company growing fast in an underpenetrated market.
10 hrs ago
•
Oguz Erkan
34
2
2
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
64
18
2
Klarna: Time To Be A Contrarian
It's scary, and you may feel stupid until it works. But it'll work, and money will put a smile on your face.
Feb 22
•
Oguz Erkan
83
5
9
Klarna: Full-Stack Digital Bank Hidden By The Leading BNPL Business
Fast growing business, margins will inflect next year, valuation has recently become a no-brainer.
Feb 15
•
Oguz Erkan
44
15
2
Return Of The Moat: Six Heavy-Moat Stocks To Buy Now
We are heading toward a challenging market environment, it's time for the return of the moat.
Feb 4
•
Oguz Erkan
155
10
17
Buying This Exceptional Company Trading At Net Asset Value
Exceptional business, fast growth, long runway & fair value—a rare combination.
Jan 25
•
Oguz Erkan
41
21
3
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
105
10
16
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
47
7
5
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
61
2
8
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
55
6
3
Oscar Health Revisited: A 10-Bagger In Making Or Doomed To Fail?
An asymmetric opportunity with substantial risks.
Nov 26, 2025
•
Oguz Erkan
43
3
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
81
7
9
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