Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 153 | Founded | 3 years ago | Last Issue | 8 days ago |
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mvcinvesting.substack.comLatest Issues
Portfolio Update – 09/18/2026: Updated Thoughts on Each Holding & Current Plans
It’s been a month since my last portfolio update, so it’s time for another one.
It’s been a month since my last portfolio update, so it’s time for another one.
Omada Health (OMDA): Thesis Update After Investor Day
Last week, Omada held its first Investor Day as a public company.
Last week, Omada held its first Investor Day as a public company.
SolarEdge (SEDG): Thesis Update After Investor Day
Yesterday was probably the most important day for my SolarEdge thesis since I started the position.
Yesterday was probably the most important day for my SolarEdge thesis since I started the position.
My Next Targets: Two Sub-$1B Stocks with Strong Thematic Tailwinds
Over the past few months, I’ve been spending a lot of time looking for underfollowed small-cap companies tied to themes I think could become increasingly important over the next few years.
Over the past few months, I’ve been spending a lot...
Why I Re-Entered a Former Holding
Earlier this year, I sold one of my positions after deciding that I preferred to allocate that capital elsewhere.
Earlier this year, I sold one of my positions after deciding that I preferred to allocate that capital elsewhere.
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Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation.
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