Type-F Capital Equity Research

Type-F Capital Equity Research

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September 2025

My personal portfolio, 24 September 2025
Started a new position and added to two existing positions
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Emir M
5
Formula One Group: The Business Of The World's Fastest Sport
Initiating equity research coverage
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Emir M
2
Thematic portfolio: Financials (September)
The cornerstone of "mafia investing"
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Emir M
Thematic portfolio: Barrier To Entry (September)
The untouchables
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Emir M
Thematic portfolio: AI (September)
Shaping the future of the world
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Emir M
Thematic portfolio: Energy (September)
Powering the future power demand
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Emir M
Constellation Software: Reinvestment Engine Is Not Out Of Gas
Equity research report
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Emir M
Palantir Technologies: Q2 Results Are The Best In Software History
Equity research follow-up coverage, rating unchanged
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Emir M
Intrinsic valuations and downloads (New company added!) - September
Current fair intrinsic values for all the companies I track
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Emir M

August 2025

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