Equity Research Pieces

AMD: The Perpetual Second

Equity research report

Jul 9 • Emir M

Palantir Technologies: Alex Karp's New Target Changes Everything!

CRITICAL RESEARCH UPDATE

Jul 5 • Emir M

Mercado Libre: Built The Rails, Now Renting Them Back

Equity research report

Jun 28 • Emir M

Shopify: Software is in AI Crisis. Shopify is Accelerating.

Equity research report

Jun 9 • Emir M

Sanrio: Hello Kitty Is A Compounding Machine

Equity research report

Jun 2 • Emir M

Pre-IPO: SpaceX Is The Craziest IPO In History, And Maybe The Most Important Company In The World

Space Exploration Technologies Corp has filed for U.S. IPO and Nasdaq listing

May 28 • Emir M

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

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