Archive - Type-F Capital Equity Research

Nvidia Corporation: The Most Important Company In the World

Initiating equity research coverage

Feb 19 • Emir M

My personal portfolio, 18 February 2026

Feb 18 • Emir M

Palantir: I read Burry's 10,000 word short thesis, and he's wrong

Michael Burry adopts a narrative that does not reflect reality and places puts on Palantir

Feb 13 • Emir M

Thematic portfolio: Financials (February)

The cornerstone of "mafia investing"

Feb 6 • Emir M

Thematic portfolio: Barrier To Entry (February)

The untouchables

Feb 6 • Emir M

Thematic portfolio: Energy (February)

Powering the future power demand

Feb 6 • Emir M

Thematic portfolio: AI (February)

Shaping the future of the world

Feb 6 • Emir M

My personal portfolio, 6 February 2026

Feb 5 • Emir M

Palantir Technologies: Absolute Dominance

Equity research follow-up coverage, rating upgrade

Feb 5 • Emir M

My personal portfolio, 2 February 2026

Feb 2 • Emir M

January 2026

Exxon Mobil: Dominance Today And Tomorrow

Equity research report

Jan 30 • Emir M

My personal portfolio, 21 January 2026

Jan 20 • Emir M

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