M. V. Cunha's Substack

Substack by M. V. Cunha · launched Nov 11, 2023

Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.

Read M. V. Cunha's Substack →

Top in Finance

#191

Paid leaderboard

#39

Subscribers

17K

rounded by Substack

Paid subscribers

1,000+ paid

Badge

Bestseller 1k

Followers

19K

Paid plan

$50/mo

Recommends

0

other newsletters

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 42 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Percentile

Top 37%

of 525 ranked finance newsletters

Best rank seen

#131

on Sep 11, 2026

Rank, 7 days

−28 places

Rank, 30 days

−47 places

Subscribers added

+1.0K

since tracking began

Followers added

+209

since tracking began

Posts

4

last 30 days

Reactions per post

42

average, recent posts

Reactions tracked

790

across 19 posts

Tickers covered

7

in tracked posts

Most-reacted post we have seen: Nebius Group (NBIS): Expectations for Q2 Results — 97 reactions on Aug 9, 2026.

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Recent posts

• Updated Thoughts on 23 Stocks I’ve Covered

  Oct 8, 2026Paid42 reactions6 comments1 restacks

• Free Portfolio Update: Recap of Q3 2026

  Sep 30, 202664 reactions7 comments1 restacks

• 4 AI Stocks I Like But Don’t Own (and Why)

  Sep 29, 2026Paid22 reactions4 comments1 restacks

• Deep Dive: The AI Healthcare Stock No One Is Talking About

  Sep 25, 2026Paid39 reactions6 comments2 restacks

• Portfolio Update – 09/18/2026: Updated Thoughts on Each Holding & Current Plans

  Sep 18, 2026Paid46 reactions14 comments1 restacks

• Omada Health (OMDA): Thesis Update After Investor Day

  Sep 15, 2026Paid26 reactions0 comments0 restacks

  OMDA

• SolarEdge (SEDG): Thesis Update After Investor Day

  Sep 11, 2026Paid23 reactions0 comments0 restacks

  SEDG

• My Next Targets: Two Sub-$1B Stocks with Strong Thematic Tailwinds

  Sep 9, 2026Paid31 reactions8 comments1 restacks

• Why I Re-Entered a Former Holding

  Sep 3, 2026Paid24 reactions2 comments0 restacks

• Nebius Group (NBIS): Updated Valuation Model

  Aug 25, 202691 reactions6 comments1 restacks

  NBIS

• Portfolio Update – 08/18/2026: Post-Q2 Earnings Season + Re-Entering a Former Holding

  Aug 19, 2026Paid35 reactions4 comments1 restacks

• DLocal (DLO): Q2 2026 Earnings Review

  Aug 14, 2026Paid44 reactions0 comments1 restacks

  DLO

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: M. V. Cunha's Substack. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Oct 21, 2026.