Amir (Emir) — Type-F Capital
Data-driven equity research analyst and founder of Type-F Capital known for deep-dive, Excel-led research on wide-moat companies; author of a Substack and creator of long-form research and videos on investment theses such as PayPal.
Best podcasts with Amir (Emir) — Type-F Capital
Ranked by the Snipd community
Jan 28, 2026 • 48min
#78 | Is PayPal the Ultimate Value Play or Value Trap? w/ Type-F Capital
Amir (Emir) of Type-F Capital, a data-driven equity researcher known for deep Excel-led company dives, tackles whether PayPal is misunderstood. He discusses why the stock crashed, KPIs to watch for a turnaround, buyback and take‑private optionality, PayPal’s data vault moat, Venmo monetization, competition and ads upside. Short, analytical and contrarian.
