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 | 148 | Founded | 3 years ago | Last Issue | 12 days ago |
| Active | |||||
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mvcinvesting.substack.comLatest Issues
Nebius Group (NBIS): Updated Valuation Model
Earlier this month, Nebius reported its Q2 2026 results.
Shares jumped 34% that day after management disclosed important new details around the unit economics of its recently signed contracts.
Those disclosures materially changed how some...
Portfolio Update – 08/18/2026: Post-Q2 Earnings Season + Re-Entering a Former Holding
Q2 earnings season has come to an end, so it’s time for a new update.
Q2 earnings season has come to an end, so it’s time for a new update.
DLocal (DLO): Q2 2026 Earnings Review
Yesterday, DLocal reported its Q2 results.
Yesterday, DLocal reported its Q2 results.
Harrow (HROW): Q2 2026 Earnings Review
On Monday, HROW reported its Q2 results.
Management slightly missed its own Q2 revenue guidance, again, which is disappointing. However, expectations were already low enough that, unlike the past two quarters, there was no shock this time:...
Nebius Group (NBIS): Q2 2026 Earnings Review
Today, Nebius released its Q2 results.
In my preview, I wrote that given this team’s track record, it wouldn’t make much sense to approach this report without being optimistic. Even so, they managed to surprise me again. Not so much on the...
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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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