M. V. Cunha's Substack

M. V. Cunha's Substack

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Stablecoins and DLocal: Disruption, Opportunity, or Both?
As many of you know, DLocal is one of the largest positions in my portfolio, and I’ve been consistently vocal about why I believe it offers one of the…
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M. V. Cunha
12
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.
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M. V. Cunha
24
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…
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M. V. Cunha
2
Understanding Rare Earth Elements: Strategic Metals at the Heart of Global Competition
Over the past two weeks, I’ve been researching a promising small-cap stock that stands to gain from the growing spotlight on Rare Earth Elements — a…
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M. V. Cunha
11
Two Underfollowed Small Cap Stocks I'm Watching
When it comes to small caps, the best opportunities often lie off the beaten path — businesses that are underfollowed, underappreciated, but executing…
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M. V. Cunha
14
Why Nebius Is a Top Choice Among Developers – GTC 2025 Key Takeaways
Last month, the NVIDIA GTC Conference brought together the global AI developer community.
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M. V. Cunha
1
DLocal (DLO): Updated Valuation Model and Why I'm Buying More
Two months ago, I published a Deep Dive on DLocal (DLO), outlining my full investment thesis and explaining why I was initiating a position in the…
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M. V. Cunha
4
How Trump's Tariffs Impact My Portfolio Holdings
I rarely discuss macroeconomic policies or politics, but we are witnessing a historic moment.
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M. V. Cunha
1
Nebius Group (NBIS): CoreWeave IPO Implications and Valuation Model
A few months ago, I came across a company no one was talking about — Nebius Group (NBIS).
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M. V. Cunha
32
Hims & Hers (HIMS): The Path to >90% Personalized Subscribers
This article was originally posted on X as a thread on November 18, 2024.
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M. V. Cunha
Hims & Hers (HIMS) is NOT a Generics Company – Here's Why
This article was originally posted on X as a thread on September 12, 2024.
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M. V. Cunha
Is HIMS Spending Too Much on Marketing?
This article was originally posted on X as a thread on August 14, 2024.
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M. V. Cunha
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