Type-F Capital Equity Research

Type-F Capital Equity Research

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Thematic Portfolios
Robinhood Markets: A Disappointing Q1 For The Lazy Investor
Equity research follow-up coverage, rating unchanged
May 17 • Emir M
Palantir Technologies: I Was Wrong About Palantir, And So Were You
Equity research follow-up coverage, rating upgrade
May 9 • Emir M
FICO: Q2 Proves That FICO Is Undisruptible
Equity research follow-up coverage, rating unchanged
May 3 • Emir M
My personal portfolio, 02 May 2026 (new update)
Deposit, sell, and buys
May 1 • Emir M

April 2026

Amazon: The Flywheel That Will Win The AI Race
Equity research report
Apr 20 • Emir M
dLocal: Differentiated EM Payments Leader At An Attractive 152% Upside
Equity research report
Apr 12 • Emir M
My personal portfolio, 10 April 2026 (new update)
Rebalance
Apr 10 • Emir M
My personal portfolio, 10 April 2026
Deposit and new position
Apr 9 • Emir M
Portfolio Strategy In The Market Sell-Off
My investment philosophy and approach
Apr 1 • Emir M

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
Grab Holdings: The battle is won, and the war is soon to follow (Free PDF download!)
Equity research report
Mar 23 • Emir M
My personal portfolio, 13 March 2026
Sold position and bought
Mar 13 • Emir M
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