Reletter
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Type-F Capital Equity Research

Emir M
Hundreds of paid subscribers

Equity research that specializes in intrinsic valuation and identifying businesses that fit our definition of a true “fortress business.”

Platform
Substack
PricingFreemiumPublishesDaily
Issues101Foundeda year agoLast Issue5 days ago
Active

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research.typefcapital.com
Artwork for Type-F Capital Equity Research

Latest Issues

My personal portfolio, 1 July 2026

Quick update

In this section, I will actively be sharing my current portfolio and my thoughts surrounding each position, including the valuations. I will also discuss my purchase and sale strategies, as well as my personal investment philo...

5 days ago
Paid

Mercado Libre: Built The Rails, Now Renting Them Back

Equity research report

Famously known as the Amazon of Latin America, MercadoLibre is a well-positioned business to assert the same kind of dominance that Amazon has in the past. MercadoLibre is thoroughly integrated across the region as t...

8 days ago
4
Paid

My personal portfolio, 26 June 2026

Taking advantage

In this section, I will actively be sharing my current portfolio and my thoughts surrounding each position, including the valuations. I will also discuss my purchase and sale strategies, as well as my personal investment p...

11 days ago
1
Paid

My personal portfolio, 20 June 2026

New companies added

In this section, I will actively be sharing my current portfolio and my thoughts surrounding each position, including the valuations. I will also discuss my purchase and sale strategies, as well as my personal investmen...

16 days ago
7
Paid

S&P Global: Undervalued Even With AI Disruption

Equity research follow-up coverage, rating unchanged

Many parts of the markets have had to take a backseat view and watch AI and AI infrastructure-related stocks soar. Many businesses have seen drastic reductions in their stock quote out o...

18 days ago
4
Paid

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  • Emir M

    I am an investor and analyst that specializes in fortress businesses. The type of business that has high barriers to entry, exceptional margins, difficult to disrupt and are inherently resilient.

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