Stock & Investment ResearchThe Value Thesis PortfolioThe Portfolio Update #1Arda SolmazNov 01, 2025∙ Paid1SharePortfolio Performance2023: +33%2024: +36%2025 YTD (as of November 1): +32%Since 2023: +139% vs. S&P 500 +61%Continue reading this post for free, courtesy of Arda Solmaz.Claim my free postOr purchase a paid subscription.PreviousNext