oguzerkan
Oguz Erkan writes Capitalist Letters, a Substack newsletter of equity research and essays on business and investing. His About page states that he holds a law degree from UCLA School of Law and worked in the antitrust divisions of large law firms for two years before moving into finance, where he was a portfolio analyst at a fund managing retirement accounts; he is now pursuing a PhD in antitrust policy at the European University Institute in Italy. His output is long-form company analysis — on 5 July 2026 he wrote, "I just published a 6,000 word deep dive into $MSFT... It's also 15% undervalued. I am a buyer" — concentrated in mega-cap technology and AI-infrastructure names including Microsoft, Amazon, Meta, Alphabet, Nvidia, CoreWeave and Nebius.
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
|---|---|---|---|---|---|---|
| Rank | #637 | #839 | #256 | #130 | — | #303 |
| Calls | 57 | 51 | 44 | 23 | 0/10 | 51 |
| Avg return | +0.1% | -2.1% | +7.2% | +18.9% | — | +6.4% |
| vs S&P 500 | -0.1 pp | -2.1 pp | +2.1 pp | +8.6 pp | — | +2.0 pp |
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Showing 0 of 47 calls · sorted by mentions
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oguzerkan has 48 trade ideas tracked on Buzzberg across 47 tickers since January 2026. Win rate 54% across 48 evaluated calls, average return +6.8%. Ranked #839 on Buzzberg's 30-day Authors leaderboard. Most covered: AMZN, META, MSFT.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
