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September 2026 Notes
My personal September 2026 notes: financial awareness, observations on inflation and interest rates, my AI experience, books read, and watches.
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Serbest Defter
Recent notes
New entries from the notebook
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Akhan Un Company Review
An in-depth review of the company's debt structure, inventory levels, new pasta investment, and operational performance 8 months after its IPO.
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Albaraka Turk Participation Bank Company Review
An examination of my cautious approach to the banking sector through the financials, profitability, and valuation of Albaraka Türk Participation Bank.
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Creditwest Factoring Company Review
An analysis of the business models and macroeconomic dynamics of the factoring and asset management sectors, alongside a detailed company evaluation.
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Zedur Energy Company Review
Outlining the core principles of my company analysis approach, I examine Zedur Enerji's assets, debt structure, and profitability within this framework.
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Avrasya Gayrimenkul Yatırım Company Review
This analysis examines Avrasya REIT's business model, portfolio structure, cash flows, and capital efficiency to assess its true valuation potential.
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Net Global IPO Review
This Net Global IPO review analyzes the company's core operations, debt structure, working capital metrics, and 8 billion TRY valuation.
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