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Palantir Technologies: Now Fairly Valued
Equity research follow-up coverage, rating unchanged
24 hrs ago
•
Emir M
9
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
Thematic portfolio: AI (November)
Shaping the future of the world
Nov 5
•
Emir M
1
PayPal Holdings: Days of "PainPal" are soon history
Equity research follow-up coverage, rating unchanged
Nov 2
•
Emir M
13
3
October 2025
Tesla: Reacceleration across all segments, but is it enough?
Equity research follow-up coverage, rating unchanged
Oct 27
•
Emir M
6
My personal portfolio, 22 October 2025
Rebalance
Oct 22
•
Emir M
8
3
My personal portfolio, 17 October 2025
New position and rebalance
Oct 17
•
Emir M
12
1
Eos Energy: Up 400% in a year, high-risk high-reward
Equity research report
Oct 15
•
Emir M
6
1
My personal portfolio, 08 October 2025
New positions
Oct 8
•
Emir M
6
1
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