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• M. V. Cunha's Substack

  Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.

  10 posts · theirs

Lately

• Portfolio Update – 08/18/2026: Post-Q2 Earnings Season + Re-Entering a Former Holding

  M. V. Cunha's Substack · 2026-08-19

• DLocal (DLO): Q2 2026 Earnings Review

  M. V. Cunha's Substack · 2026-08-14

• Harrow (HROW): Q2 2026 Earnings Review

  M. V. Cunha's Substack · 2026-08-13

• Nebius Group (NBIS): Q2 2026 Earnings Review

  M. V. Cunha's Substack · 2026-08-12

• NeurAxis (NRXS): Q2 2026 Earnings Review

  M. V. Cunha's Substack · 2026-08-11

• Rocket Lab (RKLB): Q2 2026 Earnings Review

  M. V. Cunha's Substack · 2026-08-11

• Nebius Group (NBIS): Expectations for Q2 Results

  M. V. Cunha's Substack · 2026-08-09

• Omada Health (OMDA): Q2 2026 Earnings Review

  M. V. Cunha's Substack · 2026-08-08

• SolarEdge (SEDG): Q2 2026 Earnings Review

  M. V. Cunha's Substack · 2026-08-05

• Wix (WIX): Q2 2026 Earnings Review

  M. V. Cunha's Substack · 2026-08-05

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