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Equity Research Pieces
Eos Energy: Up 400% in a year, high-risk high-reward
Equity research report
Oct 15
•
Emir M
6
1
1
SoFi Technologies: Next-generation of banking (PDF + Excel!)
Equity research report
Oct 4
•
Emir M
14
2
3
Constellation Software: Reinvestment Engine Is Not Out Of Gas
Equity research report
Sep 14
•
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
•
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
•
Emir M
8
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
•
Emir M
6
1
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…
Jun 17
•
Emir M
5
1
TSMC: Accelerating Its Market Dominance
Rarely do investors come across a business so dominant that competing is largely seen as a waste of capital.
Jun 9
•
Emir M
5
1
Robinhood's Flywheel
A Compounding Marvel
Jun 5
•
Emir M
5
1
1
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