Equity Research Pieces

Amazon: The Flywheel That Will Win The AI Race

Equity research report

Apr 20 • Emir M

dLocal: Differentiated EM Payments Leader At An Attractive 152% Upside

Equity research report

Apr 12 • Emir M

Grab Holdings: The battle is won, and the war is soon to follow (Free PDF download!)

Equity research report

Mar 23 • Emir M

Pre-IPO: Should You Buy Japans Dominant SuperApp?

PayPay Corp has filed for U.S. IPO and Nasdaq listing

Mar 5 • Emir M

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

Exxon Mobil: Dominance Today And Tomorrow

Equity research report

Jan 30 • Emir M

My 115% CAGR Portfolio Heading Into 2026

Investment philosophy and individual positions

Dec 30, 2025 • Emir M

Aduro Clean Technologies: This Could Be The Biggest Green Winner

Equity research report

Dec 16, 2025 • Emir M

Eos Energy: Up 400% in a year, high-risk high-reward

Equity research report

Oct 15, 2025 • Emir M

SoFi Technologies: Next-generation of banking (PDF + Excel!)

Equity research report

Oct 4, 2025 • Emir M

Constellation Software: Reinvestment Engine Is Not Out Of Gas

Equity research report

Sep 14, 2025 • Emir M

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

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