Capitalist Letters

Substack by Oguz Erkan · launched Jun 13, 2023

Finding exceptional companies with durable moats trading at a discount.

Read Capitalist Letters →

Top in Finance

#169

Paid leaderboard

#131

Paid subscribers

100+ paid

Badge

Bestseller 100

Followers

37K

Paid plan

$30/mo

Recommends

120

other newsletters

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 62 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Percentile

Top 33%

of 525 ranked finance newsletters

Best rank seen

#155

on Sep 15, 2026

Rank, 7 days

+3 places

Rank, 30 days

+12 places

Followers added

+925

since tracking began

Posts

4

last 30 days

Reactions per post

62

average, recent posts

Reactions tracked

1.2K

across 20 posts

Tickers covered

1

in tracked posts

Most-reacted post we have seen: META Deep Dive: Opportunity or a Trap? — 135 reactions on Aug 23, 2026.

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Embed code<a href="https://stockmarketwatch.com/finance-newsletters/capitalistletters"><img src="https://stockmarketwatch.com/finance-newsletters/capitalistletters/card" alt="Capitalist Letters — rank, subscribers and growth, tracked by Stock Market Watch" width="600" height="315" /></a>

Recent posts

• Finishing October: Our Portfolio Outperforms S&P 500 by 6% YTD, Here Is What We Own!

  Nov 1, 2026Paid32 reactions1 comments2 restacks

• Five High-Quality, Undervalued Stocks I Am Buying Now

  Oct 25, 2026Paid53 reactions1 comments5 restacks

• CoreWeave: It’s Not Dying, Not Anytime Soon

  Oct 21, 202656 reactions7 comments5 restacks

• Deep Dive: Inter & Co

  Oct 11, 2026Paid42 reactions0 comments4 restacks

• Buying This Serial Acquirer Nobody Is Watching

  Oct 4, 2026Paid39 reactions2 comments4 restacks

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

  Sep 27, 2026Paid46 reactions2 comments5 restacks

• Deep Dive: Brookfield Corporation

  Sep 20, 2026Paid68 reactions3 comments9 restacks

• Booking Holdings Deep Dive: An Attractive Setup

  Sep 13, 2026Paid105 reactions15 comments11 restacks

• AppLovin Deep Dive: Not A No Brainer

  Sep 6, 2026Paid94 reactions10 comments12 restacks

• Finishing August: Our Portfolio Outperforms S&P 500 by 15%, Here Is What We Own!

  Aug 30, 2026Paid42 reactions2 comments2 restacks

• META Deep Dive: Opportunity or a Trap?

  Aug 23, 2026Paid135 reactions31 comments17 restacks

  META

• 🚨Trade Alert 19: One Exit, One Trim, Two Top-Ups and One New Position!

  Aug 19, 2026Paid46 reactions2 comments1 restacks

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Capitalist Letters. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Nov 10, 2026.