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 | 262 | Founded | 3 years ago | Last Issue | 2 days ago |
| Active | |||||
Read this Newsletter
thierryvonarvy.substack.comLatest Issues
MEGA Bull Market Ahead? These Mid-Term Stats Are Wild!
arvy's teaser: On Tuesday, America votes. The fear gauge just pushed above 20 for the first time since June, and the calendar says this is exactly where the ride gets bumpy. This week: why April, November and December are the stock market’s...
Big Tobacco: Philip Morris vs. Altria vs. BAT vs. Japan Tobacco vs. Imperial. Which Stock Should You Own?
A shrinking cigarette business, a widening moat, the 6% dividend trap, and the smoke-free revolution. Five tobacco giants, five different futures, and our investment verdict.
Cigarettes have been in decline for decades in most of the devel...
The Market Structure Playbook: How Markets Are Really Organised
Four playbooks. One framework. Over the past weeks, we've explored how market structure shapes investment returns.
This is where the pieces come together.
-
Monopoly — one firm.
-
Duopoly — two firms.
-
Oligopoly — a few firms....
The Semiconductor Troika: Three Horses (Lam Research vs. Applied Materials vs. KLA Corp.), One AI Gold Rush. AI-Blow-Off-Top or Buying Opportunity?
«In a gold rush, don’t invest in the gold miners, invest in shovels!»
– André Kostolany
arvy's teaser: Lam Research, KLA and Applied Materials build, carve and inspect almost every chip in the world. This summer, all thre...
We are launching arvy Macro Cycles!
You’ve probably owned a great business that went nowhere for two years. The company did everything right, and the stock still fell, because the whole market was moving against it.
We see that in our own portfolio. A great story isn’t enoug...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Thierry from arvy.
| Subscribers | Engagement | 80 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where Thierry from arvy ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 120 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #192 |
Authors
The writers behind this newsletter.
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
Market cycles and turning points across stocks, bonds, FX & commodities. An arvy publication, in collaboration with Michael Riesner: Europe's No. 1 rated technical analyst nine years running, ex-head of technical analysis at UBS and Founder of GMCP.
Frequently Asked Questions
How can I access the email archive for Thierry from arvy?
You can find recent issues that have been published by Thierry from arvy on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Thierry from arvy have?
To see how many people subscribe to Thierry from arvy, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Thierry from arvy?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Thierry from arvy as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Thierry from arvy?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Thierry from arvy using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Thierry from arvy?
Scroll up to where it says Related Newsletters to see other publications like Thierry from arvy. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Thierry from arvy?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.