Type-F Capital Equity Research

Type-F Capital Equity Research

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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.
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Emir M
Virtu Financial: The Perfect Hedge
Hedging is associated with securing a contrarian position to ones portfolio allocations in order to protect the total value.
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Emir M
S&P Global: A Robust Fortress Built To Weather Every Scenario
It is quite rare to encounter a business that has an operational segment with ~60% operating margins, high predictability, and sustainable double-digit…
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Emir M
TSMC: Accelerating Its Market Dominance
Rarely do investors come across a business so dominant that competing is largely seen as a waste of capital.
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Emir M
Robinhood's Flywheel
A Compounding Marvel
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Emir M
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