Thierry from arvy
Great businesses the market also agrees with. Quality compounders, sectors, market cycles & investor psychology through both fundamentals AND technicals. Portfolio + screening of 2,000+ stocks & 600+ ETFs. CIO @ arvy · NZZ columnist.
- Top in Finance
- #412
- Paid leaderboard
- #213
- Subscribers
- 4.0K
- Paid subscribers
- 100+ paid
- Badge
- Bestseller 100
- Paid plan
- $34/mo
rounded by Substack
Growth history
Subscribers (thousands, nightly)
3.0K on Sep 10, 2026 → 4.0K on Sep 30, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #412 today · #422 a week ago
Stats worth sharing
Tracked since Sep 10, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 79%
- Best rank seen
- #411
- Rank, 7 days
- +10 places
- Subscribers added
- +1.0K
- Posts
- 5
- Reactions per post
- 23
- Reactions tracked
- 280
of 525 ranked finance newsletters
on Sep 28, 2026
since tracking began
last 30 days
average, recent posts
across 12 posts
Most-reacted post we have seen: I Screened 2,000 Stocks for Wide Moats the Market Has Given Up On. 15 Names Came Back. — 65 reactions on Aug 23, 2026.
Recent posts
- Commodity Supercycle & Copper All-Time-Highs: These 2 Copper Stocks Stand to Benefit
- The Duopoly Playbook: 11 Duopolies, 20 Stocks — The Power and Flaws of Unfair Growth Machines
- The Commodity Supercycle: The Whole Macro Case — and the 15 Stocks (or the ETFs) to Own It
- Europe's Biggest IPO of 2025: A Swiss Dream Business, Down 50%. Buy the Dip?
- One of Chris Hohn’s Favourite Sectors Just Took Market Leadership — 9 Stocks to Consider
- What I Learned About Investing from Darwin by Pulak Prasad
- "I'll Wait for the Crash" — The Stock Market's Great Paradox
- Biotech Is the Biggest AI Winner — Moderna Just Proved It
- Dr. Copper: 7 Stocks to Own — and Why the Best One Might Be an ETF
- Dr. Copper Sends a Message - Ignore at Your Own Risk
- I Screened 2,000 Stocks for Wide Moats the Market Has Given Up On. 15 Names Came Back.
- The Code Breaker by Walter Isaacson
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Thierry from arvy. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 30, 2026.