Type-F Capital Equity Research
Emir MEquity research that specializes in intrinsic valuation and identifying businesses that fit our definition of a true “fortress business.”
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 107 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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research.typefcapital.comLatest Issues
Palantir Technologies: Eating Anthropic's And OpenAI's Lunch
Equity research follow-up coverage, rating reiterated
As per Palantir’s usual fashion, each new quarter brings many developments, and that is the case in Q2 2026 as well.
Nebius: Hot Today, But What About Tomorrow?
Equity research report
The neocloud business has been all the rage in 2026, and at one point, Nebius was up 220% YTD. At its core, it is a straightforward and easy-to-understand business model. A neocloud converts megawatts into recurring...
My personal portfolio, 31 July 2026
Making moves to take 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 persona...
Moody's Corporation: The toll booth
Equity research coverage initiated
Hailed as one of the great compounders, a company that sells a standard rather than a product. Investors have been willing to pay up for durability, especially in today’s volatile markets, and there are f...
AMD: The Perpetual Second
Equity research report
As noted in my Nvidia coverage, AMD seems to always appear behind the curve, appearing after leaders like Nvidia have taken most. AMD never displaced the leader in gaming; they were not first to the brief boom of cry...
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
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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