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Zero Returns in Six Years
From $520 to $160: What’s Really Going On Inside Lululemon
Nov 12
•
Arda Solmaz
1
From Growth to Value Play in Fintech
The company has transitioned from rapid expansion to reliable profitability and cash generation.
Nov 11
•
Arda Solmaz
UnitedHealth’s Pause: From Growth to Repair Mode
Earnings fall, valuations reset, but the long-term engine of compounding remains intact.
Nov 4
•
Arda Solmaz
1
If Kaspi Existed in the West, It Would Be Half the Internet
A dominant platform with real profits, deep network effects
Nov 8
•
Arda Solmaz
2
6
HubSpot: Great Product, Premium Valuation
Great company, smart management, assumptions on growth, margins, and AI
Nov 6
•
Arda Solmaz
Most Popular
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If Kaspi Existed in the West, It Would Be Half the Internet
Nov 8
•
Arda Solmaz
2
6
What I Own (and Why)
Nov 1
•
Arda Solmaz
1
UnitedHealth’s Pause: From Growth to Repair Mode
Nov 4
•
Arda Solmaz
1
From Growth to Value Play in Fintech
Nov 11
•
Arda Solmaz
Recent posts
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Alibaba Has Doubled — Why I’m Cautious
The stock is up more than 100% since I covered it
Nov 2
•
Arda Solmaz
1
What I Own (and Why)
Portfolio Update
Nov 1
•
Arda Solmaz
1
Molina Healthcare: Short-Term Pain
When short-term pressure hides long-term strength.
Nov 1
•
Arda Solmaz
1
Coming soon
This is The Value Thesis.
Nov 1
•
Arda Solmaz
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