Type-F Capital Equity Research

Type-F Capital Equity Research

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Meta: Muse Is The Key To AI Dominance
Equity research report
Oct 6 • Emir M

September 2026

FICO: EMERGENCY UPDATE - CODE RED
Equity research note
Sep 30 • Emir M
My personal portfolio, 29 September 2026
Emergency update
Sep 29 • Emir M
AppLovin: Dominance Without A Moat
Equity research report
Sep 29 • Emir M
Alphabet (Google): The Fortress Is Building
Equity research report
Sep 18 • Emir M
Four Hidden Gem Software Businesses With 100X Potential
Which one of these would you buy?
Sep 10 • Emir M
Rocket Lab: A Moat At Every Layer
Equity research report
Sep 5 • Emir M

August 2026

FICO: VantageScore permitted everywhere and paid for NOWHERE
Equity research follow-up coverage, rating unchanged
Aug 25 • Emir M
My personal portfolio, 25 August 2026
Two new positions and trim
Aug 24 • Emir M
ServiceNow: AI Disruption Fears Claim Another Quality Stock
Equity research report
Aug 19 • Emir M
Robinhood Markets: Everything I Wanted
Equity research follow-up coverage, rating unchanged
Aug 9 • Emir M
Palantir Technologies: Eating Anthropic's And OpenAI's Lunch
Equity research follow-up coverage, rating upgrade
Aug 4 • Emir M
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