Capitalist Letters

Capitalist Letters

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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.
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Oguz Erkan
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…
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Oguz Erkan
4
PayPal: A Cannibal In Making
Everything is going at the right direction for PayPal, except for the stock price.
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Oguz Erkan
6
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.
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Oguz Erkan
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.
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Oguz Erkan
2
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…
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Oguz Erkan
13
🚨Trade Alert #7: Increasing Two Positions and Opening One New Position
Buying shares in 3 international stocks that are gravely undervalued.
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Oguz Erkan
1
Buying This Market Leader With 100% Upside Potential!
Simple business that is dominating its market and still growing. Yet, the valuation is unreasonably cheap as investors are focused on AI and tech…
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Oguz Erkan
5
🚨Trade Alert #6: Buying Three New Stocks
Buying a new undervalued growth stock and two other positions with high dividend yields and limited downside.
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Oguz Erkan
DLocal: High Quality Growth At 30% Discount To Fair Value!
Stellar business, stellar growth yet abysmal stock performance. The market remains overly pessimistic despite the signs of progress which creates a big…
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Oguz Erkan
8
🚨Trade Alert #5: Buying A New Growth Position, Increasing Two Positions and Adding A Precious Metal
Buying a new growth position with a favorable risk/reward profile, adding on two of the existing positions that have favorable setups, and reducing fiat…
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Oguz Erkan
4
Buying This Fast-Growing Company With 3X Potential!
It grew revenues 30% annually from 2020 to 2024, expanded margins and has a stellar return on investment. What's better? It's profitable and trading at…
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Oguz Erkan
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