Portfolio Update – 08/18/2026: Post-Q2 Earnings Season + Re-Entering a Former Holding
Q2 earnings season has come to an end, so it’s time for a new update.
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.
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