The Value Thesis

The Value Thesis

Stock & Investment Research

The Value Thesis Portfolio

The Portfolio Update #1

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%


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