M. V. Cunha's Substack
M. V. CunhaLong-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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 91 | Subscribers | Read | mvcinvesting.substack.com |
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Chart Rankings
How this newsletter ranks in the official Substack charts.
| #113 | |
| #34 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
My Next Big Bet? A Rare Asymmetric Opportunity
I’ve been working on this article for quite some time.
Portfolio Update: Recap of 2025
Before talking about returns, positions, or transactions, I want to start with a word of appreciation.
Omada Health (OMDA): Investment Thesis Explained
The last time I published a Deep Dive on a new company was almost two months ago.
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 holdings.
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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