The Value Thesis | Arda Solmaz | Substack

2025 Annual Review

A Great Year, and Why I Obsessed Over Downside

Dec 29, 2025 • Arda Solmaz

Most Popular

Molina Healthcare: Short-Term Pain

Nov 1, 2025 • Arda Solmaz

If Kaspi Existed in the West, It Would Be Half the Internet

Nov 8, 2025 • Arda Solmaz

Zero Returns in Six Years - Lululemon

Nov 12, 2025 • Arda Solmaz

The Value Thesis Portfolio

Nov 1, 2025 • Arda Solmaz

Recent posts

Nike Q2 FY26 Earnings

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Dec 19, 2025 • Arda Solmaz

IRES REIT: Buying Dublin Apartments for 60 Cents on the Euro

Dec 14, 2025 • Arda Solmaz

lulemon Earnings Q3 2025 Results

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Dec 12, 2025 • Arda Solmaz

A $30 Million Bank Trading at 74 Cents on the Dollar

Micro-Cap Deep Dive #1

Dec 11, 2025 • Arda Solmaz

New Addition: Why I Bought Gartner

The Portfolio Update #2

Dec 8, 2025 • Arda Solmaz

5 Quality Stocks I’m Watching

The Watchlist #1

Dec 4, 2025 • Arda Solmaz

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