Portfolio manager writing on markets, volatility, and technology. Essays and research notes from Istanbul.https://behicgul.com/https://behicgul.com/en/posts/coklu-varlik-degisken-fon-q2-2026/https://behicgul.com/en/posts/coklu-varlik-degisken-fon-q2-2026/Fair to MiddlingMon, 20 Jul 2026 00:00:00 GMThttps://behicgul.com/en/posts/saas-pocalypse/https://behicgul.com/en/posts/saas-pocalypse/The Good, the Bad and the UglySat, 11 Apr 2026 00:00:00 GMThttps://behicgul.com/en/posts/coklu-varlik-degisken-fon-q1-2026/https://behicgul.com/en/posts/coklu-varlik-degisken-fon-q1-2026/Our First Quarter Investor LetterThu, 09 Apr 2026 00:00:00 GMThttps://behicgul.com/en/posts/navigating-during-trump/https://behicgul.com/en/posts/navigating-during-trump/Feel the sentiment and stay alert.Sun, 23 Feb 2025 00:00:00 GMThttps://behicgul.com/en/posts/a-slow-burn-recovery-the-journey-of-a-lagging-industry/https://behicgul.com/en/posts/a-slow-burn-recovery-the-journey-of-a-lagging-industry/How the Giant Telecom Player Can Unleash Its Potential Even FurtherSat, 28 Dec 2024 00:00:00 GMThttps://behicgul.com/en/posts/multi-year-compounding-activism/https://behicgul.com/en/posts/multi-year-compounding-activism/Why Pershing Square might be an assymetric play for the long-termSat, 14 Dec 2024 00:00:00 GMThttps://behicgul.com/en/posts/uranium-on-the-verge-of-uncertanity/https://behicgul.com/en/posts/uranium-on-the-verge-of-uncertanity/Tough times are ahead: How to reduce your risk while staying in the game.Sun, 01 Dec 2024 00:00:00 GMT