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 | 143 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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mvcinvesting.substack.comLatest Issues
NeurAxis (NRXS): Q2 2026 Earnings Review
Today, NeurAxis reported its Q2 2026 results.
Today, NeurAxis reported its Q2 2026 results.
Rocket Lab (RKLB): Q2 2026 Earnings Review
Yesterday, Rocket Lab released its Q2 2026 results.
Yesterday, Rocket Lab released its Q2 2026 results.
Nebius Group (NBIS): Expectations for Q2 Results
Next Wednesday, NBIS will report its Q2 2026 results.
In this article, I’ll share my expectations and the key things I’ll be watching closely.
Let’s dive in.
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Financial Highlights
As usual, let’s start with the...
Omada Health (OMDA): Q2 2026 Earnings Review
On Thursday, OMDA reported its Q2 results.
The company continues to execute flawlessly.
If you read my Earnings Preview, you know my expectations were clear: another beat-and-raise, confirmation that Omada’s pace of growth is more durable...
SolarEdge (SEDG): Q2 2026 Earnings Review
Today, SolarEdge reported its Q2 results, and the stock is down more than 25%.
Today, SolarEdge reported its Q2 results, and the stock is down more than 25%.
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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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