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Capitalist Letters

Oğuz Erkan publishes fundamental research on equities, business strategy, geopolitics, and the financial forces shaping companies.

https://www.capitalist-letters.com/

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Latest post11 Oct 2026
Inter & Co, Inc.Deep Dive: Inter & Co-11 Oct 2026
Oscar Health, Inc.Buying This Serial Acquirer Nobody Is Watching-4 Oct 2026
Lemonade, Inc.Buying This Serial Acquirer Nobody Is Watching-4 Oct 2026
Root, Inc.Buying This Serial Acquirer Nobody Is Watching-4 Oct 2026
Brookfield CorporationDeep Dive: Brookfield Corporation-20 Sept 2026
UniCredit S.p.A.Booking Holdings Deep Dive: An Attractive Setup-13 Sept 2026
Intesa Sanpaolo S.p.A.Booking Holdings Deep Dive: An Attractive Setup-13 Sept 2026
Booking Holdings Inc.Booking Holdings Deep Dive: An Attractive Setup-13 Sept 2026
AppLovin CorporationAppLovin Deep Dive: Not A No Brainer-6 Sept 2026
Meta Platforms, Inc.META Deep Dive: Opportunity or a Trap?-23 Aug 2026
Nebius Group N.V.Buying This Small-Cap Stock with 100% Upside Potential!-16 Aug 2026
CoreWeave, Inc.Buying This Small-Cap Stock with 100% Upside Potential!-16 Aug 2026
Microsoft CorporationBuying This Small-Cap Stock with 100% Upside Potential!-16 Aug 2026
Meta Platforms, Inc.Uber: The Market Is Wrong, Time to Buy!-9 Aug 2026
Uber Technologies, Inc.Uber: The Market Is Wrong, Time to Buy!-9 Aug 2026
CoreWeave, Inc.It's Time To Be Bullish On Compute, Again.-6 Aug 2026
Microsoft CorporationIt's Time To Be Bullish On Compute, Again.-6 Aug 2026
Meta Platforms, Inc.It's Time To Be Bullish On Compute, Again.-6 Aug 2026
Amazon.com, Inc.It's Time To Be Bullish On Compute, Again.-6 Aug 2026
CoreWeave, Inc.Kimi 3: AI Capex Apocalypse or a Buying Opportunity?-19 Jul 2026
Nebius Group N.V.Kimi 3: AI Capex Apocalypse or a Buying Opportunity?-19 Jul 2026
Oracle CorporationKimi 3: AI Capex Apocalypse or a Buying Opportunity?-19 Jul 2026
Alphabet Inc.Kimi 3: AI Capex Apocalypse or a Buying Opportunity?-19 Jul 2026
Amazon.com, Inc.Kimi 3: AI Capex Apocalypse or a Buying Opportunity?-19 Jul 2026
Microsoft CorporationKimi 3: AI Capex Apocalypse or a Buying Opportunity?-19 Jul 2026
Microsoft CorporationThe Mega-Cap Opportunity: Meta & Microsoft!-12 Jul 2026
Meta Platforms, Inc.The Mega-Cap Opportunity: Meta & Microsoft!-12 Jul 2026
Microsoft Corporation🚨Trade Alert 18: One Exit, One Trim, One New Position and Two Top-Ups!-8 Jul 2026
Meta Platforms, Inc.🚨Trade Alert 18: One Exit, One Trim, One New Position and Two Top-Ups!-8 Jul 2026
NVIDIA Corporation🚨Trade Alert 18: One Exit, One Trim, One New Position and Two Top-Ups!-8 Jul 2026