Thierry from arvy
Great businesses the market also agrees with. Quality compounders, sectors, market cycles & investor psychology through both fundamentals AND technicals. Portfolio + screening of 2,000+ stocks & 600+ ETFs. CIO @ arvy · NZZ columnist.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 252 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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thierryvonarvy.substack.comLatest Issues
Sartorius: German Compounder That Fell 80% After the Covid Party. Buy the Dip?
Welcome to today’s “easy” read! :-)
arvy’s teaser: In 2021, investors queued up for the suppliers behind the pharmaceutical industry. One of them, a 156-year-old firm from Göttingen, Germany, threw the party of its life and then lost more...
12 Compounders Trading at Their Lowest Multiples in a Decade
The earnings kept climbing. The multiples went to the basement. Which of the fears are weather, and which are climate?
Twelve businesses you probably used this year without a second thought. Across the group, earnings kept climbing for a d...
The Lost Decade Nobody Will Notice. Answering the Only Question That Matters.
Nothing has to crash for everything to change. Where the idea of a lost decade comes from, what it feels like from the inside, and how to survive it.
The trilogy asked why the price of money changed (Part I), who has to sell into it (Part...
Meta: iPhone Moment as the Catalyst? Breakout, 23x Earnings, 20%+ Growth, 3.6bn Daily Users
Welcome to today’s “easy” read! :-)
arvy's teaser: 19 years ago a man in a black turtleneck sweater walked on stage with a glass rectangle and changed how billions of people live. Now, another man walked on stage with a keychain. This week...
It Is October 1st. The Best 6 Months of the Cycle Begin.
In July we told you a washout was coming and that you should buy it.
September delivered one…
… just not to the index you check every morning: small caps, banks and the average stock took a real hit while the S&P 500 sat within a whisker...
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Quality stocks, sectors, market cycles & investor psychology through fundamentals AND technicals. Portfolio + screening of 2'000+ stocks & 600+ ETFs. Plus arvy Macro Cycles with M. Riesner, Europe's No. 1 technical analyst. CIO @ arvy · NZZ columnist
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