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Thematic Portfolios
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Thematic portfolio: Financials (February)
The cornerstone of "mafia investing"
Feb 6
•
Emir M
1
Thematic portfolio: Barrier To Entry (February)
The untouchables
Feb 6
•
Emir M
1
Thematic portfolio: Energy (February)
Powering the future power demand
Feb 6
•
Emir M
1
Thematic portfolio: AI (February)
Shaping the future of the world
Feb 6
•
Emir M
1
My personal portfolio, 6 February 2026
Sell and buys
Feb 5
•
Emir M
5
3
Palantir Technologies: Absolute Dominance
Equity research follow-up coverage, rating upgrade
Feb 5
•
Emir M
15
2
My personal portfolio, 2 February 2026
Sell and buy
Feb 2
•
Emir M
5
January 2026
Exxon Mobil: Dominance Today And Tomorrow
Equity research report
Jan 30
•
Emir M
6
1
My personal portfolio, 21 January 2026
Options
Jan 20
•
Emir M
5
4
Brookfield Asset Management: The Backbone Of AI
Equity research follow-up coverage, rating unchanged
Jan 20
•
Emir M
6
3
My personal portfolio, 16 January 2026
Sales and purchases
Jan 16
•
Emir M
6
1
FICO: Pricing Power Through Total Domination
Equity research follow-up coverage, rating unchanged
Jan 12
•
Emir M
5
1
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