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 | 120 | Founded | 3 years ago | Last Issue | 14 days ago |
| Active | |||||
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mvcinvesting.substack.comLatest Issues
Harrow (HROW): Q1 2026 Earnings Review
Yesterday, HROW reported its Q1 2026 results.
It was a disappointing quarter, and the stock is down over 20%.
Is the thesis broken, or is the market overreacting?
Here’s everything you need to know about the Earnings Report.
Subscribe n...
Rocket Lab (RKLB): Q1 2026 Earnings Review
Last week, Rocket Lab released its Q1 2026 results.
Last week, Rocket Lab released its Q1 2026 results.
Omada Health (OMDA): Q1 2026 Earnings Review
Yesterday, OMDA reported its Q1 2026 results, and the quarter was exactly what I was looking for.
If you read my earnings preview two days ago, you know my expectations were clear: a beat across the board and a guidance raise. That’s preci...
Pagaya Technologies (PGY): Q1 2026 Earnings Review
Today, PGY released its Q1 2026 results.
Today, PGY released its Q1 2026 results.
What I Expect from My Holdings in Q1 Earnings Season
My entire portfolio is reporting Q1 results over the next two weeks.
My entire portfolio is reporting Q1 results over the next two weeks.
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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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