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MVC Investing

MVC Investing

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Individual equity research with structured “Earnings Review” posts on under‑followed names.

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Nebius Group Acquires AI Startup Tavily for $275M
Deals•Feb 11, 2026

Nebius Group Acquires AI Startup Tavily for $275M

Nebius Group announced the acquisition of AI startup Tavily for $275 million, with an additional $125 million payable upon achieving certain milestones. The deal expands Nebius' full‑stack AI infrastructure capabilities and will keep Tavily operating as a standalone product. The acquisition was disclosed in a Substack article on February 11 2026.

MVC Investing
Pagaya Technologies (PGY): Q4 2025 Earnings Review
News•Feb 9, 2026

Pagaya Technologies (PGY): Q4 2025 Earnings Review

The episode dissects Pagaya Technologies' Q4 2025 earnings, highlighting revenue of $335M (slightly below estimates) and a record GAAP net income of $34M boosted by one‑off tax benefits. Management explained a deliberate slowdown in growth to protect profitability, cutting exposure...

By MVC Investing