Quality · Stock picks newsletter
Thierry from arvy: review of price, cadence & strategy
Quality compounders viewed through both fundamentals and charts, from a Zurich fund manager.
Written by Thierry, co-founder and CIO of arvy, a FINMA-regulated asset manager in Zurich that runs a concentrated portfolio of about 30 businesses. The About page describes a 'Good Story & Good Chart' method and lists a five-minute weekly note (arvy's Weekly), company and sector breakdowns, market-cycle pieces and lessons on investor psychology, plus screening of 2,000+ stocks and 600+ ETFs. Prices are the publication's current Substack plans.
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Facts checked on 2026-10-18 at the official page. Prices can change; confirm before you subscribe. We do not publish ratings or performance claims.
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