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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 131 | Founded | 3 years ago | Last Issue | 12 days ago |
| Active | |||||
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mvcinvesting.substack.comLatest Issues
Portfolio Update – 06/22/2026: Updated Thoughts
It’s been a while since my last update, so it’s time to share a new one.
It’s been a while since my last update, so it’s time to share a new one.
My Experience and Insights from Nebius Inflection
Last week, I had the opportunity to attend the first Nebius Inflection event, held in San Francisco, California.
Yes, the first.
From what I understood, the company plans to make this a yearly event, which is exactly the kind of “big tech...
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...
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Authors
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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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