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M. V. Cunha

Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.
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Recent Emails
TodaySolarEdge (SEDG): Q2 2026 Earnings ReviewToday, SolarEdge reported its Q2 results, and the stock is down more than 25%.
YesterdayWix (WIX): Q2 2026 Earnings ReviewThis morning, Wix reported its Q2 2026 results.
2 days agoWhat I Expect from My Holdings in Q2 Earnings SeasonI’m back from vacation, just in time: my entire portfolio is reporting Q2 results over the next two weeks.
1 week agoMy New Position: A Two-Layer ThesisTwo weeks ago, I started a new position in a company I’ve been researching for the past few months.
2 weeks agoPortfolio Update – 07/17/2026: New Position, Recent Drawdown, and Current PlansMy last update was only a couple of weeks ago, but a lot has happened since then.
3 weeks agoA Picks-and-Shovels Way to Play Humanoid RoboticsHumanoid robotics is quickly becoming one of the most discussed themes in the market.
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