Oguz Erkan (@oguzerkan)

$LMND train is taking off. The market finally saw the investment case — declining loss ratio, cheaper prices, and accelerating growth. Here is my $LMND investment thesis: 🧵 ...

Mohnish Pabrai turned $1 million into $600 million in 10 years. Even Charlie Munger gave him money to manage. His strategy is simple ⎯ buy companies that can build new businesses. He calls this "spawner strategy." Here's his updated philosophy: 🧵 ...

This man knows the market. He predicted: 1) Dot-com Bubble (2000) 2) Great Recession (2008) 3) The COVID Bubble (2021) Howard Marks just went on Bloomberg and said "tariffs are changing everything." Here is his latest warning: 🧵 ...

Charlie Munger once said: "When everybody goes insane, staying sane is your competitive advantage." Here are 7 investing principles to navigate tough times: 🧵 ...

1/ $AMD is an asymmetric opportunity everybody sleeps on. Data center growth is exploding yet the market prices no growth beyond 2026. Here is my investment thesis: 🧵 ...

This man sees the future. He predicted: 1) Dot-com Bubble (2000) 2) Great Recession (2008) 3) The COVID Bubble (2021) Here is Howard Marks' latest warning: 🧵 ...

This is the greatest investor ever. Stanley Druckenmiller has never had a down year. His fund returned 30% annually for 30 years. Here is his updated philosophy: ...