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.
加入 July 2020
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$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.
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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!
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