The Value Thesis

The Value Thesis

Investment Notes

The Algebra of Survival

Arda Solmaz's avatar
Arda Solmaz
Feb 02, 2026
∙ Paid

​I used to look at life and business as a series of stories.

​Charlie Munger didn’t succeed just because he was smart. He succeeded because he understood the math of reality better than most. He knew that algebra is a filter for making decisions.

To receive new posts and support my work, consider becoming a free or paid subscriber.

The first thing I had t…

User's avatar

Continue reading this post for free, courtesy of Arda Solmaz.

Or purchase a paid subscription.
© 2026 Arda Solmaz · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture