Archive - The Value Thesis

Nike Q2 FY26 Earnings

Quarterly Review #3

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

Quarterly Review #2

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

The 50-Cent Dollar? Fiserv

Dec 3, 2025 • Arda Solmaz

November 2025

Melting Ice Cube or a Cash Flow Machine

Nov 17, 2025 • Arda Solmaz

Tencent Q3 2025 Earnings

Quarterly Review #1

Nov 15, 2025 • Arda Solmaz

Zero Returns in Six Years - Lululemon

Nov 12, 2025 • Arda Solmaz

From Growth to Value Play in Fintech

The company has transitioned from rapid expansion to reliable profitability and cash generation.

Nov 11, 2025 • Arda Solmaz

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

Nov 8, 2025 • Arda Solmaz

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