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Capitalist Letters

Oguz Erkan
Hundreds of paid subscribers

Finding exceptional companies with durable moats trading at a discount.

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Issues247Founded3 years agoLast Issue9 days ago
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Latest Issues

Buying This Serial Acquirer Nobody Is Watching

Revenues have grown by 26% annually since 2020, it has secular tailwinds and short-term catalysts. But nobody is watching.

In 1983, Berkshire Hathaway acquired Nebraska Furniture Mart (NFM).

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Finishing September: Our Portfolio Outperforms S&P 500 by 16%, Here Is What We Own!

Portfolio is now up 32% over the last twelve months against 16% of the S&P 500!

💥Our portfolio is outperforming the market by 16%!

16 days ago
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Deep Dive: Brookfield Corporation

One of the best capital allocation track records in the industry, but it’s down by 20% this year. Time to enter or not yet?

Charlie Munger convinced Buffett to put money in exceptional companies at fair prices, rather than fair companies a...

23 days ago
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Booking Holdings Deep Dive: An Attractive Setup

Peter Lynch isn’t just a great investor; he is also one of the greatest teachers of investing. His book “One Up On Wall Street” is perhaps one of the easiest reads you can find about investing, but it doesn’t fall short in teaching how to t...

a month ago
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AppLovin Deep Dive: Not A No Brainer

Microsoft experienced +20% drawdowns three times in its first 10 years as a public company. Meta experienced it 4 times, and Amazon a whopping 8 times.

In hindsight, they have all been amazing opportunities to buy these stocks.

This does...

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  • Oguz Erkan

    Analyst. I write about exceptional companies with durable moats trading at a discount.

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