M. V. Cunha's Substack

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Deep Dives

Pagaya Technologies (PGY): Investment Thesis Explained
Just before the 4th of July weekend, I asked you for stock ideas to dig into during the break.
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M. V. Cunha
1
Hydreight Technologies (HYDTF/NURS.V): Investment Thesis Explained
In recent weeks, I’ve been diving into a fascinating $75M microcap.
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M. V. Cunha
15
Clearpoint Neuro (CLPT): Investment Thesis Explained
This week, I added a new position to my portfolio.
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M. V. Cunha
20
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.
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M. V. Cunha
9
Alvotech (ALVO): Investment Thesis Explained
Roughly two weeks ago, I wrote an article about two underfollowed small-cap stocks that were on my watchlist and asked you to choose one for a detailed…
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M. V. Cunha
4
Tempus AI (TEM): Investment Thesis Explained 2.0
Roughly three months ago, I published my first Deep Dive on Tempus AI (TEM).
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M. V. Cunha
4
BBB Foods (TBBB): Investment Thesis Explained
In this article, I break down the investment thesis for one of the most underfollowed small-cap stocks in the market.
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M. V. Cunha
7
DLocal (DLO): Investment Thesis Explained
This article was originally posted on X as a thread on February 17, 2025.
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M. V. Cunha
4
Tempus AI (TEM): Investment Thesis Explained
This article was originally posted on X as a thread on January 20, 2025.
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M. V. Cunha
2
Nebius Group (NBIS): Investment Thesis Explained
This article was originally posted on X as a thread on January 10, 2025.
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M. V. Cunha
5
Cadeler A/S (CDLR): Investment Thesis Explained
This article was originally posted on X as a thread on January 5, 2025.
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M. V. Cunha
5
High Tide (HITI): Investment Thesis Explained 2.0
This article was originally posted on X as a thread on December 1, 2024.
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M. V. Cunha
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