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Grab Holdings: The battle is won, and the war is soon to follow (Free PDF download!)
Equity research report
Mar 23
•
Emir M
20
6
2
Pre-IPO: Should You Buy Japans Dominant SuperApp?
PayPay Corp has filed for U.S. IPO and Nasdaq listing
Mar 5
•
Emir M
4
2
Palantir: I read Burry's 10,000 word short thesis, and he's wrong
Michael Burry adopts a narrative that does not reflect reality and places puts on Palantir
Feb 13
•
Emir M
46
7
Exxon Mobil: Dominance Today And Tomorrow
Equity research report
Jan 30
•
Emir M
7
1
My 115% CAGR Portfolio Heading Into 2026
Investment philosophy and individual positions
Dec 30, 2025
•
Emir M
13
1
Aduro Clean Technologies: This Could Be The Biggest Green Winner
Equity research report
Dec 16, 2025
•
Emir M
6
1
Eos Energy: Up 400% in a year, high-risk high-reward
Equity research report
Oct 15, 2025
•
Emir M
6
1
1
SoFi Technologies: Next-generation of banking (PDF + Excel!)
Equity research report
Oct 4, 2025
•
Emir M
16
2
3
Constellation Software: Reinvestment Engine Is Not Out Of Gas
Equity research report
Sep 14, 2025
•
Emir M
31
7
Palantir: Citron's Short Report Is A ChatGPT Copy/Paste
Palantir trades down -10% on an uninformed, lazy short report from Citron
Aug 20, 2025
•
Emir M
5
1
Palantir Technologies: You Missed Out, What's The Next Palantir?
One of the most common reactions to seeing a stock quote rise rapidly is to have a sense of having missed out.
Jul 7, 2025
•
Emir M
9
Virtu Financial: The Perfect Hedge
Hedging is associated with securing a contrarian position to ones portfolio allocations in order to protect the total value.
Jun 26, 2025
•
Emir M
6
1
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