Oguz O.
@thexcapitalist.bsky.social
Selective contrarian investor | The writer of the Capitalist-Letters newsletter read in +150 countries.
👉 https://www.capitalist-letters.com
👉 https://www.capitalist-letters.com
$ASML is undervalued below $770.
$TMDX is undervalued below $70.
$UNH is undervalued below $550.
$NU is undervalued below $13.
$GOOG is still a buy.
$AMZN is still a buy.
$META is still a buy.
Despite all time highs, there are plenty of opportunities in the market.
$TMDX is undervalued below $70.
$UNH is undervalued below $550.
$NU is undervalued below $13.
$GOOG is still a buy.
$AMZN is still a buy.
$META is still a buy.
Despite all time highs, there are plenty of opportunities in the market.
December 12, 2024 at 8:04 PM
$ASML is undervalued below $770.
$TMDX is undervalued below $70.
$UNH is undervalued below $550.
$NU is undervalued below $13.
$GOOG is still a buy.
$AMZN is still a buy.
$META is still a buy.
Despite all time highs, there are plenty of opportunities in the market.
$TMDX is undervalued below $70.
$UNH is undervalued below $550.
$NU is undervalued below $13.
$GOOG is still a buy.
$AMZN is still a buy.
$META is still a buy.
Despite all time highs, there are plenty of opportunities in the market.
$GOOG is diversifying away from search.
Search’s share of revenue has been consistently decreasing since 2017.
It has:
- Fastest growing cloud unit.
- Dominant streaming service.
- Leadership in quantum computing.
70% of its cloud powered by its own chips.
Long $GOOG!
Search’s share of revenue has been consistently decreasing since 2017.
It has:
- Fastest growing cloud unit.
- Dominant streaming service.
- Leadership in quantum computing.
70% of its cloud powered by its own chips.
Long $GOOG!
December 11, 2024 at 10:26 AM
$GOOG is diversifying away from search.
Search’s share of revenue has been consistently decreasing since 2017.
It has:
- Fastest growing cloud unit.
- Dominant streaming service.
- Leadership in quantum computing.
70% of its cloud powered by its own chips.
Long $GOOG!
Search’s share of revenue has been consistently decreasing since 2017.
It has:
- Fastest growing cloud unit.
- Dominant streaming service.
- Leadership in quantum computing.
70% of its cloud powered by its own chips.
Long $GOOG!
$TSM is a better chip play than $NVDA and $AMD.
It announced 34% YoY sales growth for November.
This is just INSANE…
It manufactures all chips for $NVDA and $AAPL. It also manufactures $AMD MI300 accelerators.
It captures 95% of the whole demand for AI chips.
Long $TSM.
It announced 34% YoY sales growth for November.
This is just INSANE…
It manufactures all chips for $NVDA and $AAPL. It also manufactures $AMD MI300 accelerators.
It captures 95% of the whole demand for AI chips.
Long $TSM.
December 10, 2024 at 1:38 PM
$TSM is a better chip play than $NVDA and $AMD.
It announced 34% YoY sales growth for November.
This is just INSANE…
It manufactures all chips for $NVDA and $AAPL. It also manufactures $AMD MI300 accelerators.
It captures 95% of the whole demand for AI chips.
Long $TSM.
It announced 34% YoY sales growth for November.
This is just INSANE…
It manufactures all chips for $NVDA and $AAPL. It also manufactures $AMD MI300 accelerators.
It captures 95% of the whole demand for AI chips.
Long $TSM.
$GOOG will dominate the future:
- Only cloud not dependent on $NVDA.
- Dominant streaming platform.
- Leader in quantum computing.
It also casually owns search market, dominant web browser and only operational robo-taxi business…
$GOOG is a MUST own for the next decade.
- Only cloud not dependent on $NVDA.
- Dominant streaming platform.
- Leader in quantum computing.
It also casually owns search market, dominant web browser and only operational robo-taxi business…
$GOOG is a MUST own for the next decade.
December 10, 2024 at 9:14 AM
$GOOG will dominate the future:
- Only cloud not dependent on $NVDA.
- Dominant streaming platform.
- Leader in quantum computing.
It also casually owns search market, dominant web browser and only operational robo-taxi business…
$GOOG is a MUST own for the next decade.
- Only cloud not dependent on $NVDA.
- Dominant streaming platform.
- Leader in quantum computing.
It also casually owns search market, dominant web browser and only operational robo-taxi business…
$GOOG is a MUST own for the next decade.
Seismic shift in computing!
$GOOG just commercialized the most advanced quantum chip.
It’s not competing with $NVDA or others, it simply leapfrogged them.
This is the technology that will enable new breakthroughs in AI, drug discovery, biotech etc…
You must own $GOOG.
$GOOG just commercialized the most advanced quantum chip.
It’s not competing with $NVDA or others, it simply leapfrogged them.
This is the technology that will enable new breakthroughs in AI, drug discovery, biotech etc…
You must own $GOOG.
December 9, 2024 at 8:16 PM
Seismic shift in computing!
$GOOG just commercialized the most advanced quantum chip.
It’s not competing with $NVDA or others, it simply leapfrogged them.
This is the technology that will enable new breakthroughs in AI, drug discovery, biotech etc…
You must own $GOOG.
$GOOG just commercialized the most advanced quantum chip.
It’s not competing with $NVDA or others, it simply leapfrogged them.
This is the technology that will enable new breakthroughs in AI, drug discovery, biotech etc…
You must own $GOOG.
Investing is the art of saying “no.”
December 9, 2024 at 10:49 AM
Investing is the art of saying “no.”
$GOOG is way ahead in AI race than you think.
It has the largest AI computing capacity among cloud providers.
What’s even better is that 70% of its capacity comes from its own TPU chips.
$MSFT and $AMZN are completely dependent on Nvidia.
I can’t imagine being bearish $GOOG.
It has the largest AI computing capacity among cloud providers.
What’s even better is that 70% of its capacity comes from its own TPU chips.
$MSFT and $AMZN are completely dependent on Nvidia.
I can’t imagine being bearish $GOOG.
December 9, 2024 at 9:19 AM
$GOOG is way ahead in AI race than you think.
It has the largest AI computing capacity among cloud providers.
What’s even better is that 70% of its capacity comes from its own TPU chips.
$MSFT and $AMZN are completely dependent on Nvidia.
I can’t imagine being bearish $GOOG.
It has the largest AI computing capacity among cloud providers.
What’s even better is that 70% of its capacity comes from its own TPU chips.
$MSFT and $AMZN are completely dependent on Nvidia.
I can’t imagine being bearish $GOOG.
“US stocks are too expensive compared to the world” narrative is largely ignorance.
Big tech makes up 42% of S&P 500.
In tech, investments are intangible, not capitalized but deducted from earnings.
That doesn’t effect cash flow but drives PE up.
This is why the gap is big.
Big tech makes up 42% of S&P 500.
In tech, investments are intangible, not capitalized but deducted from earnings.
That doesn’t effect cash flow but drives PE up.
This is why the gap is big.
December 9, 2024 at 7:23 AM
“US stocks are too expensive compared to the world” narrative is largely ignorance.
Big tech makes up 42% of S&P 500.
In tech, investments are intangible, not capitalized but deducted from earnings.
That doesn’t effect cash flow but drives PE up.
This is why the gap is big.
Big tech makes up 42% of S&P 500.
In tech, investments are intangible, not capitalized but deducted from earnings.
That doesn’t effect cash flow but drives PE up.
This is why the gap is big.
You don’t need more stocks.
You need better stocks.
You need better stocks.
December 8, 2024 at 9:47 PM
You don’t need more stocks.
You need better stocks.
You need better stocks.
Yes the situation in Syria is a threat for Putin but it’s even a bigger threat for Iran.
They lost a key ally and their path to the proxies in Lebanon.
It’s not hard to imagine a riot against cruel mollah regime in a few years.
It’ll surely happen.
They lost a key ally and their path to the proxies in Lebanon.
It’s not hard to imagine a riot against cruel mollah regime in a few years.
It’ll surely happen.
The last two sections of Syria yet to fall are Latakia and Tartus, homes of Russia's most important military bases outside Russia, key for their global terror operations.
The humiliation from losing these, if lost, will be the end of Putin's regime.
The humiliation from losing these, if lost, will be the end of Putin's regime.
December 8, 2024 at 3:46 PM
Yes the situation in Syria is a threat for Putin but it’s even a bigger threat for Iran.
They lost a key ally and their path to the proxies in Lebanon.
It’s not hard to imagine a riot against cruel mollah regime in a few years.
It’ll surely happen.
They lost a key ally and their path to the proxies in Lebanon.
It’s not hard to imagine a riot against cruel mollah regime in a few years.
It’ll surely happen.
This is the main reason why Democrats lost.
People get irritated when their government sends generous aids to foreign countries while folks at home still struggle with deteriorating living standards.
People get irritated when their government sends generous aids to foreign countries while folks at home still struggle with deteriorating living standards.
JUST IN: Biden Administration announces it is sending another $988 million in aid to Ukraine.
December 8, 2024 at 2:03 PM
This is the main reason why Democrats lost.
People get irritated when their government sends generous aids to foreign countries while folks at home still struggle with deteriorating living standards.
People get irritated when their government sends generous aids to foreign countries while folks at home still struggle with deteriorating living standards.
Sanlorenzo $SL.MI is one of the highest quality, undervalued European stocks right now.
- 12% annual revenue growth since 2019.
- Debt/Equity ratio of 0.34
- Trading at 11 PE.
Here is why I believe it can easily double in the next 5 years:
www.capitalist-letters.com/p/sanlorenzo...
- 12% annual revenue growth since 2019.
- Debt/Equity ratio of 0.34
- Trading at 11 PE.
Here is why I believe it can easily double in the next 5 years:
www.capitalist-letters.com/p/sanlorenzo...
SanLorenzo: Beautiful, Durable, Undervalued!
Once in a lifetime opportunity to own one of the highest quality luxury brands in the world.
www.capitalist-letters.com
December 8, 2024 at 2:00 PM
Sanlorenzo $SL.MI is one of the highest quality, undervalued European stocks right now.
- 12% annual revenue growth since 2019.
- Debt/Equity ratio of 0.34
- Trading at 11 PE.
Here is why I believe it can easily double in the next 5 years:
www.capitalist-letters.com/p/sanlorenzo...
- 12% annual revenue growth since 2019.
- Debt/Equity ratio of 0.34
- Trading at 11 PE.
Here is why I believe it can easily double in the next 5 years:
www.capitalist-letters.com/p/sanlorenzo...
The US is the tech leader and the owner of the reserve currency.
It’s natural that the US market has always traded at a premium over the international markets.
However, international market discount looks way overdone at this point.
It’s a good time to start diversifying away from the US.
It’s natural that the US market has always traded at a premium over the international markets.
However, international market discount looks way overdone at this point.
It’s a good time to start diversifying away from the US.
December 8, 2024 at 9:29 AM
The US is the tech leader and the owner of the reserve currency.
It’s natural that the US market has always traded at a premium over the international markets.
However, international market discount looks way overdone at this point.
It’s a good time to start diversifying away from the US.
It’s natural that the US market has always traded at a premium over the international markets.
However, international market discount looks way overdone at this point.
It’s a good time to start diversifying away from the US.
Invest if the President is a Republican.
Invest if the President is a Democrat.
Invest is the inflation is high.
Invest if the inflation is low.
Invest if you have much.
Invest if you have little.
Invest and just spend more time in the market.
Invest if the President is a Democrat.
Invest is the inflation is high.
Invest if the inflation is low.
Invest if you have much.
Invest if you have little.
Invest and just spend more time in the market.
December 6, 2024 at 7:00 PM
Invest if the President is a Republican.
Invest if the President is a Democrat.
Invest is the inflation is high.
Invest if the inflation is low.
Invest if you have much.
Invest if you have little.
Invest and just spend more time in the market.
Invest if the President is a Democrat.
Invest is the inflation is high.
Invest if the inflation is low.
Invest if you have much.
Invest if you have little.
Invest and just spend more time in the market.
3 Growth stocks I would BUY now:
$NU: Affected by short term headwinds.
$MELI: Mexico segment is exploding.
$SOFI: Lending is set to take off.
3 Growth stocks I would AVOID now:
$PLTR: Trading at 350 PE.
$AMD: GPU segment is slow.
$HOOD: Price is a bit elevated at 68 PE.
$NU: Affected by short term headwinds.
$MELI: Mexico segment is exploding.
$SOFI: Lending is set to take off.
3 Growth stocks I would AVOID now:
$PLTR: Trading at 350 PE.
$AMD: GPU segment is slow.
$HOOD: Price is a bit elevated at 68 PE.
December 6, 2024 at 12:22 PM
3 Growth stocks I would BUY now:
$NU: Affected by short term headwinds.
$MELI: Mexico segment is exploding.
$SOFI: Lending is set to take off.
3 Growth stocks I would AVOID now:
$PLTR: Trading at 350 PE.
$AMD: GPU segment is slow.
$HOOD: Price is a bit elevated at 68 PE.
$NU: Affected by short term headwinds.
$MELI: Mexico segment is exploding.
$SOFI: Lending is set to take off.
3 Growth stocks I would AVOID now:
$PLTR: Trading at 350 PE.
$AMD: GPU segment is slow.
$HOOD: Price is a bit elevated at 68 PE.