Type-F Capital Equity Research

Type-F Capital Equity Research

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Equity Research Pieces

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
 • Emir M
Exxon Mobil: Dominance Today And Tomorrow
Equity research report
 • Emir M
My 115% CAGR Portfolio Heading Into 2026
Investment philosophy and individual positions
 • Emir M
Aduro Clean Technologies: This Could Be The Biggest Green Winner
Equity research report
 • Emir M
Eos Energy: Up 400% in a year, high-risk high-reward
Equity research report
 • Emir M
SoFi Technologies: Next-generation of banking (PDF + Excel!)
Equity research report
 • Emir M
Constellation Software: Reinvestment Engine Is Not Out Of Gas
Equity research report
 • Emir M
Palantir: Citron's Short Report Is A ChatGPT Copy/Paste
Palantir trades down -10% on an uninformed, lazy short report from Citron
 • Emir M
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.
 • 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.
 • 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…
 • 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.
 • Emir M
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