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 | 161 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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mvcinvesting.substack.comLatest Issues
What I Expect from My Holdings in Q3 Earnings Season
Almost my entire portfolio is reporting Q3 results over the next two weeks.
Almost my entire portfolio is reporting Q3 results over the next two weeks.
ClearPoint Neuro (CLPT): Q3 Earnings Review
Yesterday, CLPT released its Q3 2026 results.
As most of you know, I re-entered the company a few months ago after deciding to sell my original position earlier this year. I’ve already explained the reasons behind both decisions in previou...
Nebius Group (NBIS): What Has Changed?
I started investing in NBIS in January 2025.
I started investing in NBIS in January 2025.
Portfolio Update – 10/21/2026: Market Environment & Current Plans
It’s been a rough few weeks for many high-beta stocks, particularly those exposed to AI, so I think it’s a good time for another portfolio update.
It’s been a rough few weeks for many high-beta stocks, particularly those exposed to AI, so...
Updated Thoughts on 23 Stocks I’ve Covered
Over the past two years, I’ve discussed dozens of companies with my followers on X and Substack.
Over the past two years, I’ve discussed dozens of companies with my followers on X and Substack. That includes more than 20 full Deep Dives, a...
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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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