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My personal portfolio, 01 December 2025
Added several positions
Dec 1
•
Emir M
2
November 2025
My personal portfolio, 28 November 2025
Sold and added
Nov 28
•
Emir M
3
1
Robinhood Markets: Finance Juggernaut
Equity research follow-up coverage, rating unchanged
Nov 25
•
Emir M
9
3
My personal portfolio, 17 November 2025
New positions
Nov 17
•
Emir M
5
3
Type-F Research Resources (Robinhood, Palantir)
Excel data sheets with valuation models and charting tools
Nov 17
•
Emir M
3
My personal portfolio, 14 November 2025
Rebalance
Nov 14
•
Emir M
10
Intrinsic valuations and downloads (Post Q3 earnings, many revisions) - November
Current fair intrinsic values for all the companies I track
Nov 13
•
Emir M
5
Palantir Technologies: Now Fairly Valued
Equity research follow-up coverage, rating unchanged
Nov 9
•
Emir M
14
1
1
My personal portfolio, 06 November 2025
Sold, and bought
Nov 6
•
Emir M
9
Thematic portfolio: Financials (November)
The cornerstone of "mafia investing"
Nov 5
•
Emir M
2
Thematic portfolio: Barrier To Entry (November)
The untouchables
Nov 5
•
Emir M
2
Thematic portfolio: Energy (November)
Powering the future power demand
Nov 5
•
Emir M
2
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