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 | 239 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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thierryvonarvy.substack.comLatest Issues
Lehman Brothers Collapse: arvy’s 5 Lessons for Investors
Welcome to today’s Friday “easy” read! But a really important one.
arvy’s teaser: Lehman Brothers collapsed 18 years ago this week, markets panicked, and the world watched. Years later, the echoes remain. In this edition, we distill the ch...
Global Compounder Database + Portfolio (September): My Screen Likes Retail Enthusiasm. That Worries Me.
The quality screen just handed me eight businesses that all get paid for the same thing, in the month household equity allocation hit an all-time high.
TL;DR – What You Get from the Global Compounder Database
The Mother of All Bubbles… the Bond Market
WHAT IF the biggest bubble of our lifetime isn't crypto?
Not AI stocks.
Not real estate.
What if it's the one asset every pension fund, every retiree, every "safe" portfolio is loaded with?
Bonds.
Everyone is watching AI,...
Commodity Supercycle & Copper All-Time-Highs: These 2 Copper Stocks Stand to Benefit
Welcome to Friday’s “easy” read :-)! Happy Weekend, folks!
If interested in the whole commodity supercycle investment case, please find it here.
arvy’s teaser
Copper just printed the highest price in its recorded history — an...
The Duopoly Playbook: 11 Duopolies, 20 Stocks — The Power and Flaws of Unfair Growth Machines
A duopoly is the most beautiful structure in capitalism — and the most seductive trap. Two players split a market, stop fighting on price, and compound for decades. But dominance is not the point...
Start here — a new series begins.
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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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