As of Today, you are a Global Investor!
What Now?
I am Ray, a passionate investor and equity researcher!
This is Global Equity Briefing, my newsletter about companies, finance, and investing.
The goal of my newsletter is to provide my readers with actionable insights and empower them to become smarter investors.
For Global Equity Briefing readers, I plan to study industries and how different companies operate in said industries, what differentiates a well-managed company from a badly-managed company.
I will look into various investing concepts and how these concepts can help me and other investors become better.
Most importantly, the focus of this newsletter is Global!
We are living through massive changes. A new global order has arrived!
Covid, Climate change, Brexit, Donald Trump, the rise of China, the EV and green energy revolution, and last but certainly not least, the coming AI revolution.
While not an exhaustive list, the world as we know it is over. The changing global order will create huge winners and massive losers. Countries will fall, massive century-old companies will go bankrupt, and new companies will rise. I plan to be ready to identify the winners and not get burned by the losers.
Here is what my Premium Members can expect:
Portfolio Review - Each month, I will present the portfolio performance and discuss my stock watchlist and my best ideas.
Recent developments.
Unwarranted pullbacks.
Insider activity.
Potential catalysts.
Deep Dives – 8,000+ word detailed analysis of a company, delivered in 3 Parts.
Part 1 – Brief History of the company and its Business Model.
Part 2 – Management, Moats, Competitors, and Risks.
Part 3 – Opportunities, Financial Analysis, and a Valuation Model.
You can expect a comprehensive research report that is educational, interesting, and provides actionable insights!
To see what you can expect, read my Palantir Deep Dive!
Members of the Premium service get access to my library of 11 Deep Dives and to all future Deep Dives, which will be released on semi-monthly basis.
Investment Cases – A short, concise report with actionable insights.
This report is about the size of a single part of a Deep Dive.
Focused Investment Thesis
Main drivers of the Bull Case
Valuation Model
To see what you can expect, read my Oscar Health Investment Case!
Earnings Reviews and Updates – For companies that are of great interest to me and my readers, I will provide regular quarterly or semi-annual updates after earnings reports.
Financial performance
Business Update
New developments
Updated Valuation Model
To see what you can expect, read my Google Q2 2025 Earnings Review!
Equity Research Report List
