Archive - Type-F Capital Equity Research

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

Nebius: Hot Today, But What About Tomorrow?

Equity research report

Aug 2 • Emir M

July 2026

My personal portfolio, 31 July 2026

Making moves to take advantage

Jul 31 • Emir M

Moody's Corporation: The toll booth

Equity research coverage initiated

Jul 20 • Emir M

AMD: The Perpetual Second

Equity research report

Jul 9 • Emir M

Palantir Technologies: Alex Karp's New Target Changes Everything!

Equity research report

Jul 5 • Emir M

My personal portfolio, 1 July 2026

Jul 1 • Emir M

June 2026

Mercado Libre: Built The Rails, Now Renting Them Back

Equity research report

Jun 28 • Emir M

My personal portfolio, 26 June 2026

Taking advantage

Jun 25 • Emir M

My personal portfolio, 20 June 2026

New companies added

Jun 20 • Emir M

S&P Global: Undervalued Even With AI Disruption

Equity research follow-up coverage, rating unchanged

Jun 18 • Emir M

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