The Value Thesis

The Value Thesis

Stock & Investment Research

What I Own (and Why)

Portfolio Update

Arda Solmaz's avatar
Arda Solmaz
Nov 01, 2025
∙ Paid

Portfolio Performance

  • 2023: +33%

  • 2024: +36%

  • 2025 YTD (as of November 1): +32%

  • Since 2023: +139% vs. S&P 500 +61%


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