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Thierry from arvy

About the Substack

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 ยท NZZ columnist

Free Subscription Benefits

  • Weekly posts on quality businesses, market cycles, investor psychology โ€” and the Book Club

Paid Subcription Benefits

  • Full screening universe: 800+ quality stocks and 300+ ETFs across asset classes, regions, sectors and thematics โ€” run through Good Story & Good Chartยฎ, updated monthly
  • Members-only deep dives applying the framework to what's actually happening in markets โ€” the cycles, the sectors, the businesses worth understanding
  • Full transparency into my live portfolio โ€” what I own, what I don't, and how I'm positioned

Paid Subscription Plans

  • $34 a month
  • $340 a year

About 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 ยท NZZ columnist

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