📈 Stock Picks

🚨 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

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

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

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

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

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