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 | 129 | Founded | 3 years ago | Last Issue | 13 days ago |
| Active | |||||
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mvcinvesting.substack.comLatest Issues
A Physical AI Stock I’m Watching
I’ve been researching an interesting company over the past few days.
I’ve been researching an interesting company over the past few days.
Update on My Recent Position
Last week I started a new position.
Last week I started a new position.
Nebius Group (NBIS): Updated Valuation Model
The last time I updated my valuation model for NBIS, the stock was trading in the $90s.
At the time, I tried to use what I considered relatively conservative assumptions. Even then, the model produced a base case of $229.27/share, with a b...
Portfolio Update – 05/26/2026: Post-Q1 Earnings Reflection & Recent Changes
Q1 earnings season has come to an end, so it’s time for a new update.
Q1 earnings season has come to an end, so it’s time for a new update.
My New Position: A Hidden AI Bottleneck Play
This week, I started a new position.
This week, I started a new position.
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Authors
The writers behind this newsletter.
Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation.
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