Type-F Capital Equity Research

Type-F Capital Equity Research

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Intrinsic Valuations
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Thematic Portfolios
My personal portfolio, 18 August 2025
BUYING THE BEST BUSINESS IN THE WORLD
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Emir M
FICO: The Most Unfair Business In The World
Initiating equity research coverage
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Emir M
11
Thematic portfolio: Energy (August)
Powering the future power demand
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Emir M
Thematic portfolio: AI (August)
Shaping the future of the world
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Emir M
2
Thematic portfolio: Financials (August)
The cornerstone of "mafia investing"
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Emir M
Thematic portfolio: Barrier To Entry (August)
The untouchables
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Emir M
My personal portfolio, 13 August 2025
Equity transfer
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Emir M
Tesla: Believe In Elon's Promises Or Stay Away
Initiating equity research coverage
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Emir M
1
Intrinsic valuations and downloads - August
Current fair intrinsic values for all the companies I track
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Emir M
PayPal Holdings: Best risk-reward in the stock market
Initiating equity research coverage
 • 
Emir M
1

July 2025

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