M. V. Cunha(@mvcinvesting):$TWST is up ~340% since I published my Deep Dive less than a year ago. One of my biggest mistakes of 2026 was being too picky on valuation and waiting for a lower entry. Part of the process, but this one stings given how much I enjoyed researching the company.

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.

가입 July 2020

398 팔로잉 중 95.2K 팬

M. V. Cunha@mvcinvesting

2026.08.19 13:50

$TWST is up ~340% since I published my Deep Dive less than a year ago. One of my biggest mistakes of 2026 was being too picky on valuation and waiting for a lower entry. Part of the process, but this one stings given how much I enjoyed researching the company.

M. V. Cunha@mvcinvesting

2025.10.09 21:13

I just published a new article: $TWST: Investment Thesis Explained A fascinating picks-and-shovels play sitting at the intersection of AI and biotech. I truly enjoyed researching this one!