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 | 206 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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thierryvonarvy.substack.comLatest Issues
GE Aerospace: The Razor, the Blade, and the Thirty-Year Contract
arvy’s teaser
On 23 July 2026, more commercial aircraft were in the sky than on any single day ever recorded. If you are reading this on a beach, you almost certainly arrived on one of them. And with a probability of roughly three in...
Screening & arvy Portfolio — August 2026: Where the New Ideas Are Showing Up
BP cut its net debt by 13 percent in a single quarter.
Not over a year. In one quarter. It redeemed EUR 2.5 billion of hybrid bonds. It settled the last of the Macondo liabilities — the bill from 2010 that has been sitting on that balance...
AI Like in AI-rlines? Bad for the Hyperscalers – Good for You
Chinese AI now sells intelligence for cents on the dollar, and the market is asking whether America’s 700-billion-dollar capex bet will ever pay off. This is a piece about why that fear is justified – and why it is bearish for the wrong com...
100 Years of Swiss Equities: The Silent Compounders, Part 3/3
Part 3 of 3 — The Map & The Next Hundred Years
Previously in this series: Part 1 told the story — the country, the six values, the franc as Darwinian filter. Part 2 delivered the receipts — CHF 1,000 into CHF 1.74 million, the fourteen-yea...
8% a year — for 100 years
arvy’s teaser
Tomorrow evening, bonfires will burn on hilltops from Geneva to Graubünden. Switzerland turns 735. No empire, no oil, no ocean, not even a common language. And yet: CHF 1,000 invested in Swiss equities a hundred years ag...
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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 800+ stocks & 300+ ETFs. CIO @ arvy · NZZ columnist
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