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My personal portfolio, 10 April 2026 (new update)
Rebalance
15 hrs ago
•
Emir M
4
My personal portfolio, 10 April 2026
Deposit and new position
Apr 9
•
Emir M
2
Portfolio Strategy In The Market Sell-Off
My investment philosophy and approach
Apr 1
•
Emir M
9
1
March 2026
FICO: Regulators Are Failing To Disrupt The Best Business In The World
Equity research follow-up coverage, rating unchanged
Mar 31
•
Emir M
8
1
Grab Holdings: The battle is won, and the war is soon to follow (Free PDF download!)
Equity research report
Mar 23
•
Emir M
20
6
2
My personal portfolio, 13 March 2026
Sold position and bought
Mar 13
•
Emir M
3
PayPal Holdings: The Value Trap Unfolded
Equity research follow-up coverage, rating downgrade
Mar 11
•
Emir M
6
1
Thematic portfolio: AI (March)
Shaping the future of the world
Mar 10
•
Emir M
3
Thematic portfolio: Energy (March)
Powering the future power demand
Mar 10
•
Emir M
4
Thematic portfolio: Barrier To Entry (March)
The untouchables
Mar 10
•
Emir M
3
Thematic portfolio: Financials (March)
The cornerstone of "mafia investing"
Mar 10
•
Emir M
2
Pre-IPO: Should You Buy Japans Dominant SuperApp?
PayPay Corp has filed for U.S. IPO and Nasdaq listing
Mar 5
•
Emir M
4
2
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