Thierry from arvy
Great businesses the market also agrees with. I analyze quality compounders, sectors, market cycles & investor psychology through both fundamentals AND technicals. Portfolio + screening of 800+ stocks & 300+ ETFs. CIO @ arvy · NZZ columnist
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 219 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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thierryvonarvy.substack.comLatest Issues
Biotech Is the Biggest AI Winner — Moderna Just Proved It
Welcome to Friday’s “easy” read :-) Our arvy’s Weekly.
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arvy’s teaser
One stock jumped 177% in a single day — the biggest one-day gain by any S&P 500 company this century. This week: what mRNA actually is, why AI...
Dr. Copper: 7 Stocks to Own — and Why the Best One Might Be an ETF
Part 2 of 2 · Seven copper names from boring to spicy. What the tape is saying, the Good Story / Good Chart scores, the valuation trap, the tripwires — and why simply buying the ETF works as well.
Read the case first — Part 1 · Dr. Copper...
Dr. Copper Sends a Message - Ignore at Your Own Risk
The commodity supercycle, in three metals — Energy · Gold · Copper (you are here)
Gold broke out: Minimum Target $8,000
Gold miners: 5 Gold Miners to Own for $8,000 Gold
THE ARGUMENT IN BRIEF
→ Copper is the tell. Gold was abou...
I Screened 2,000 Stocks for Wide Moats the Market Has Given Up On. 15 Names Came Back.
There is a particular kind of stock that makes you feel smart and stupid at the same time.
You know the business is excellent. Wide moat. Fat margins. The kind of company you could describe to your mother in one sentence and she would nod....
The Code Breaker by Walter Isaacson
On 19 August, a single company jumped 177% in one day — the largest one-day gain by any S&P 500 company this century.
That company was Moderna. And to understand why the market moved that violently, you don’t need a finance textbook. You n...
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Great businesses the market also agrees with. I analyze quality compounders, sectors, market cycles & investor psychology through both fundamentals AND technicals. Portfolio + screening of 2‘000+ stocks & 600+ ETFs for you. CIO @ arvy · NZZ columnist
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