Type-F Capital Equity Research

Type-F Capital Equity Research

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My personal portfolio, 10 April 2026 (new update)
Rebalance
15 hrs ago • 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
PayPal Holdings: The Value Trap Unfolded
Equity research follow-up coverage, rating downgrade
Mar 11 • Emir M
Thematic portfolio: AI (March)
Shaping the future of the world
Mar 10 • Emir M
Thematic portfolio: Energy (March)
Powering the future power demand
Mar 10 • Emir M
Thematic portfolio: Barrier To Entry (March)
The untouchables
Mar 10 • Emir M
Thematic portfolio: Financials (March)
The cornerstone of "mafia investing"
Mar 10 • Emir M
Pre-IPO: Should You Buy Japans Dominant SuperApp?
PayPay Corp has filed for U.S. IPO and Nasdaq listing
Mar 5 • Emir M
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