M. V. Cunha's Substack

M. V. Cunha's Substack

Home
Chat
Deep Dives
Earnings Reviews
Portfolio Updates
Interviews
Others
Archive
About

June 2025

Portfolio Update – 06/30/2025 – H1 Review
Starting on May 1, I began restricting my regular portfolio updates to paid subscribers.
 • 
M. V. Cunha
5
Hydreight Technologies (HYDTF/NURS.V): Investment Thesis Explained
In recent weeks, I’ve been diving into a fascinating $75M microcap.
 • 
M. V. Cunha
15
High Tide (HITI): Q2 FY2025 Earnings Review
High Tide (HITI) just reported its fiscal Q2 2025 results for the three months ended April 30, 2025.
 • 
M. V. Cunha
Nebius Group (NBIS): The Key Catalysts That Could Drive the Next Leg Up
As many of you know, NBIS has been the largest position in my portfolio for several months.
 • 
M. V. Cunha
24
Clearpoint Neuro (CLPT): Investment Thesis Explained
This week, I added a new position to my portfolio.
 • 
M. V. Cunha
20
Portfolio Update – 06/04/2025
Today, I initiated a new position in what I consider to be an asymmetric opportunity over the next 2-5 years.
 • 
M. V. Cunha
7

May 2025

DLocal (DLO) Valuation Model Update: Base Case for 2030
Back in February, I published my first Deep Dive on DLocal (DLO), laying out my full investment thesis and the reasons behind my decision to initiate a…
 • 
M. V. Cunha
2
Nebius Group (NBIS): Q1 2025 Earnings Review
Today, Nebius Group (NBIS) released its Q1 2025 results.
 • 
M. V. Cunha
13
DLocal (DLO): Q1 2025 Earnings Review
Yesterday, DLocal (DLO) reported its Q1 2025 earnings — and it was a blowout quarter.
 • 
M. V. Cunha
8
Why Nebius Group (NBIS) Is My Largest Position: A Deep Dive
Nebius Group (NBIS) is my largest position — and it’s finally starting to catch the attention of retail investors.
 • 
M. V. Cunha
9
© 2025 Manuel Vieira Cunha
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture