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 | 135 | Founded | 3 years ago | Last Issue | 9 days ago |
| Active | |||||
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mvcinvesting.substack.comLatest Issues
Portfolio Update – 07/17/2026: New Position, Recent Drawdown, and Current Plans
My last update was only a couple of weeks ago, but a lot has happened since then.
My last update was only a couple of weeks ago, but a lot has happened since then.
A Picks-and-Shovels Way to Play Humanoid Robotics
Humanoid robotics is quickly becoming one of the most discussed themes in the market.
Humanoid robotics is quickly becoming one of the most discussed themes in the market.
Free Portfolio Update – 06/30/2026 – Q2 Review
I’m running a bit late, but it’s time for my usual quarterly recap.
Most of my portfolio updates are reserved for paid subscribers, but as promised, I’ll continue sharing a free update at the end of each quarter.
It’s worth noting that th...
4 Stocks I’m Watching Closely (Including 2 I Might Buy Soon)
After the recent correction in some names, I decided to spend some time going through my watchlist again.
After the recent correction in some names, I decided to spend some time going through my watchlist again.
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.
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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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