M. V. Cunha (@mvcinvesting) 's Twitter Profile
M. V. Cunha

@mvcinvesting

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

ID: 1285902652111499265

calendar_today22-07-2020 11:41:14

1,1K Tweet

3,3K Followers

193 Following

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And now... $ASTS provides interim business update on upcoming orbital launch šŸ‘‡šŸ» The launch of AST SpaceMobile's upcoming satellites is targeted on or after September 12 from Cape Canaveral, Florida and over $155M in proceeds is expected from its previously-announced redemption

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$HITI's 1-year performance vs. $CGC, $TLRY, and $MSOS. Over time, fundamentals matter. High Tide is the best cannabis company out there, yet it remains the cheapest. This is just the beginning. šŸ’Ž

$HITI's 1-year performance vs. $CGC, $TLRY, and $MSOS.

Over time, fundamentals matter.

High Tide is the best cannabis company out there, yet it remains the cheapest. 

This is just the beginning. šŸ’Ž
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Since $AMZN reported its Q2 results, analysts' FCF estimates for 2026 have decreased from $101.2B to $94.9B, or ~6%. Do you think this is justified? šŸ¤” It's still mind-blowing how much cash this company generates. It continues to be one of my top large-cap picks.

Since $AMZN reported its Q2 results, analysts' FCF estimates for 2026 have decreased from $101.2B to $94.9B, or ~6%.

Do you think this is justified? šŸ¤”

It's still mind-blowing how much cash this company generates. It continues to be one of my top large-cap picks.
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While I'm an investor focused on micro/small caps, I love to follow and study the best companies in the world. Here are 14 businesses I believe have incredibly strong moats šŸ‘‡šŸ»šŸ”Ž $AMZN $AXP $MA $RACE $ASML $MSFT $MC.PA $COST $V $LMT $NU $MELI $RMS.PA $OR.PA What else?

While I'm an investor focused on micro/small caps, I love to follow and study the best companies in the world.

Here are 14 businesses I believe have incredibly strong moats šŸ‘‡šŸ»šŸ”Ž

$AMZN
$AXP
$MA
$RACE
$ASML
$MSFT
$MC.PA
$COST
$V
$LMT
$NU
$MELI
$RMS.PA
$OR.PA

What else?
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$HITI to Open Canna Cabana in Lucan, Ontario 183 stores and counting āœ… "While some of our competitors file for bankruptcy protection, our team has been charting a thoughtful path towards 300 Canna Cabana locations across Canada." - said Raj Grover "I am enthusiastic about

$HITI to Open Canna Cabana in Lucan, Ontario

183 stores and counting āœ…

"While some of our competitors file for bankruptcy protection, our team has been charting a thoughtful path towards 300 Canna Cabana locations across Canada." - said Raj Grover

 "I am enthusiastic about
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$MELI initiated with an Overweight rating and a $2,530 PT, called a 'Top Pick' at CantorĀ Fitzgerald šŸŸ¢ The firm's bullish view is predicated on three points: - The view that the fundamental outlook is "solid" in both the fintech and e-commerce businesses; - The fact that

$MELI initiated with an Overweight rating and a $2,530 PT, called a 'Top Pick' at CantorĀ Fitzgerald šŸŸ¢

The firm's bullish view is predicated on three points: 

- The view that the fundamental outlook is "solid" in both the fintech and e-commerce businesses; 
- The fact that
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If you truly understand the space sector, then you know that, in the long term, $RKLB is a much better choice than $ASTS. There's not much to argue. This doesnā€™t mean $ASTS will fail tho, their success is not mutually exclusive, and both can be winners.

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Unpopular Opinion: $CELH was overvalued and I'm not surprised by this downfall. Iā€™m not saying it deserves to be down ~70% in just 4 months, but people here were setting their expectations too high, imo.

Unpopular Opinion: 

$CELH was overvalued and I'm not surprised by this downfall. 

Iā€™m not saying it deserves to be down ~70% in just 4 months, but people here were setting their expectations too high, imo.
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This is why $CELH has been crashing. It was valued based on its previous triple-digit growth, but that wasnā€™t sustainable at all. It may have seemed that way, but it wasnā€™t.

This is why $CELH has been crashing.

It was valued based on its previous triple-digit growth, but that wasnā€™t sustainable at all. 

It may have seemed that way, but it wasnā€™t.
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I donā€™t know how I just noticed this, but this store will be "the first licensed retail cannabis store to open in Lucan". Another very good location for $HITI. šŸ‘ŒšŸ»

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If I werenā€™t so focused on finding potential multibaggers, HermĆØs would be a top position in my portfolio. Its moat is unparalleled. While many people might claim itā€™s "too expensive", the companyā€™s terminal value will likely continue to justify its high multiples. $RMS.PA

If I werenā€™t so focused on finding potential multibaggers, HermĆØs would be a top position in my portfolio.

Its moat is unparalleled. 

While many people might claim itā€™s "too expensive", the companyā€™s terminal value will likely continue to justify its high multiples.

$RMS.PA
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$TMDX is down ~20% from its all-time high in just a couple of weeks. Iā€™d love to see it drop below $100 again. Do you think thatā€™ll happen, or is that too much of a dip? šŸ¤” Wonderful business.

$TMDX is down ~20% from its all-time high in just a couple of weeks.

Iā€™d love to see it drop below $100 again.

Do you think thatā€™ll happen, or is that too much of a dip? šŸ¤”

Wonderful business.
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Itā€™s what Iā€™ve said before... So many people ask for it, yet they donā€™t even follow me. Maybe Iā€™ll start writing this $HIMS DD, but only publish it once I reach 5k followers šŸ˜‚

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My largest position ā€” $HITI ā€” reports its Q3 results on September 16. Iā€™m looking forward to covering the entire report here, but hereā€™s a metric Iā€™m especially curious about: ā€¢ The number of ELITE members, the companyā€™s paid version of its loyalty club. The rollout began

My largest position ā€” $HITI ā€” reports its Q3 results on September 16.

Iā€™m looking forward to covering the entire report here, but hereā€™s a metric Iā€™m especially curious about:

ā€¢ The number of ELITE members, the companyā€™s paid version of its loyalty club.

The rollout began