M. V. Cunha's Substack

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My Next Big Bet? A Rare Asymmetric Opportunity
I’ve been working on this article for quite some time.
 • M. V. Cunha
Portfolio Update: Recap of 2025
Before talking about returns, positions, or transactions, I want to start with a word of appreciation.
 • M. V. Cunha
Omada Health (OMDA): Investment Thesis Explained
The last time I published a Deep Dive on a new company was almost two months ago.
 • M. V. Cunha
Portfolio Update – 12/16/2025 (New Position & Current Thoughts on Each Holding)
It’s been just over a month since my last portfolio update, and during that time I added a new position and increased my exposure to one of my existing…
 • M. V. Cunha
I Just Started a New Position: Here's My Thesis
Today, I initiated a new position in my portfolio.
 • M. V. Cunha
Harrow and Nebius: Takeaways From This Week’s Investor Conferences
Two of my largest holdings, Harrow (HROW) and Nebius (NBIS), spoke at Investor Conferences this week: Harrow two days ago, Nebius yesterday.
 • M. V. Cunha
8 Stocks I'd Consider If I Were a Diversified Investor
As many of you know, I’m a concentrated investor.
 • M. V. Cunha
Nebius Group (NBIS): Updated Valuation Model Post-Q3 Results
Earlier this month, NBIS reported its Q3 results.
 • M. V. Cunha
Michael Burry Is Wrong: The GPUs Obsolescence Myth
A persistent bear argument against AI infrastructure stocks is the claim that GPUs become obsolete after just 2-3 years, once newer generations arrive.
 • M. V. Cunha
M. V. Cunha's Substack
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.

M. V. Cunha's Substack

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