Capitalist Letters
Subscribe
Sign in
Home
Essays
Stock Picks
Portfolio Updates
About
Finishing May: Our Portfolio Outperforms S&P 500 by 30%, Here Is What We Own!
Portfolio is now up 58% over the last twelve months against 28% of the S&P 500!
May 31
•
Oguz Erkan
42
2
1
Software Armageddon: Opportunity Or Trap?
Software is getting disrupted or it's presenting a generational buying opportunity. Which one is true?
Feb 8
•
Oguz Erkan
126
18
19
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
41
3
3
🚨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
32
2
How To Consistently Outperform The Market?
No bullshit guide.
May 24
•
Oguz Erkan
85
3
6
DoorDash: Undervalued Giant With 2x Potential!
One of the best opportunities in the market.
May 17
•
Oguz Erkan
48
6
2
Data Center Power Play Trading At 30% Discount
Revenues jumped by 48% last year driven by data center contracts and it's just the beginning.
May 10
•
Oguz Erkan
41
5
4
Top posts
Return Of The Moat: Six Heavy-Moat Stocks To Buy Now
Feb 4
•
Oguz Erkan
156
10
17
Software Armageddon: Opportunity Or Trap?
Feb 8
•
Oguz Erkan
126
18
19
5 Undervalued Heavy Moat Stocks I Will Be Buying
Mar 22
•
Oguz Erkan
121
24
14
Grab: Exceptional Business At Fair Price
Jan 18
•
Oguz Erkan
104
10
16
5 Quality Stocks You Can Still Buy at Reasonable Prices
Oct 22, 2025
•
Oguz Erkan
100
10
13
🚨Trade Alert 15: Buying Two New Stocks, Trimming Two Positions
Trimming two high flying positions, buying two overlooked opportunities.
May 6
•
Oguz Erkan
34
1
3
Buying This Boring Business With 3x Potential!
A rare undervalued opportunity in a broadly overvalued market.
May 3
•
Oguz Erkan
46
2
3
Finishing April: Our Portfolio Outperforms S&P 500 by 32%, Here Is What We Own!
Our portfolio is now up 62% year-to-date against 30% of S&P 500. Here is our updated portfolio.
Apr 26
•
Oguz Erkan
44
2
🚨 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
37
3
Oracle: The Time Has Come
Oracle's cloud pivot is now more derisked than it's ever been.
Apr 19
•
Oguz Erkan
63
6
7
More Compute, Please.
Even the most optimistic estimates underplayed the compute we need.
Apr 15
•
Oguz Erkan
54
2
7
Dawn Of The New World Order
Iran war could be a transformative moment for the global political and economic order.
Apr 12
•
Oguz Erkan
61
10
3
There Is Not Enough Claude
AI will prove to be a General Purpose Technology, and demand for compute will be beyond anything we can imagine today.
Apr 5
•
Oguz Erkan
93
10
Finishing March: Our Portfolio Outperforms S&P 500 by 10%, Here is What We Own!
Our portfolio is now up 21% in the last twelve months against 11% of S&P 500. Here is our updated portfolio.
Mar 29
•
Oguz Erkan
38
1
1
See all
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
