Oguz O. | X Capitalist @ithexcapitalist
Selective Contrarian Investor | 📈 Portfolio Analyst | Focused on Undervalued Stocks with Wide Moat 💵 | Follow for Fundamental Analysis & Valuation 📊 capitalist-letters.com Join +2,000 Readers → Joined January 2014-
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$SOFI posted 26% revenue growth with lending being flat. They are already ramping up the lending and we will get the first rate cut tomorrow. This is just the beginning.
I love $PLTR. I owned $PLTR. I think it will be a monopoly. But this is going to madness now.
$SOFI has been stuck between $6.50 and $8 for the last 6 months. It doesn’t take a genius to see that it’ll decisively break out when the credit window opens again as the Fed cuts rates. Last changes to buy below $8.
$GOOG can easily make 3x in the next 10 years. It has: - 90% market share in search. - Giant $100 billion cash pile. - 10-year median ROE of 20%. Here is why $GOOG is a great opportunity now 👇🏼 capitalist-letters.com/p/google-crack…
There are two ways to outperform the market consistently: 1) You can either market-perform in good days an do better in bad days, 2) Or you can match the market in bad days and do better in good days. It all starts with fishing in the right pond.
Are you aware that $GOOG will generate $230 billion cloud revenue in 2032 even if it doesn’t grow its market share at all. And you are still not buying it?
Do you want to become a better investor? I share all my insights in my weekly newsletter. Join 2,000+ readers to become a better investor. You will also get a free e-book when you join 👇 capitalist-letters.com
What’s the one piece of advice you’d give someone just starting their investing journey?
We will meet at $6 trillion in 10 years. $AMZN
$SOFI at this level is a gift. - 26% YoY revenue growth. - 5.83% net interest margin. - $0.80 EPS guidance for 2026. It’s literally a steal.
Do you want to become a better investor? I share all my insights in my free weekly newsletter. Join 2,000+ readers to become a better investor. You will also get a free e-book when you join 👇 capitalist-letters.com
Mohnish Pabrai turned $1 million to $13 million in 5 years. This is 70% annualized returns. He uses a framework called "spawner strategy" that allows him to find multi-baggers early on. I will explain everything you need to know: 🧵
Thanks for reading🙏 If you find this helpful, please repost so other people can also see!
Do you want to become a better investor? I share all my insights in my free weekly newsletter. Join 2,000+ readers to become a better investor. You will also get a free e-book when you join 👇 capitalist-letters.com
Was listening Mohnish this morning and something he said just enlighted me. He says great entrepreneurs usually make great investors because they are excellent capital allocaters. If you want to succeed in investing, think yourself as a solopreneur. I think that’s true.
It's happening, I am launching an email course on investing! Here is the curriculum: Week 1: Stock Market Dynamics Week 2: The Concept of Fair Value Week 3: How to Calculate Fair Value Week 4: Exceptional Companies & Businesses to Avoid Week 5: How to Find Exceptional Companies…
Wrong: Busts follow booms. Right: Busts are caused by booms. Understanding this is 50% of investing.
You must think different. There is no other advantage in life. • Knowledge. • Discipline. • Hardwork. All important, but all are commoditized. You must must develop a mental model so you can look at the same thing as others but see different. You must read: • Nassim…
This is so goddamn ridiculous…. Bank of America thinks $PLTR will grow earnings 31% in 2026 but they give 42.5x EV/EBITDA to raise the target to $50. Don’t ask me again why analyst estimates are total BS…
$SBUX has solid fundamentals and Brian Niccol will be a great CEO. However, there are things that bother me: - High prices. - Loss of market share in Asia. - Deteriorating store experience. Here is why I recently sold bulk of my $SBUX position 👇 capitalist-letters.com/p/i-sold-starb…
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