Welcome to Global Equity Briefing!
My name is Ray Myers, and this is Global Equity Briefing my newsletter about companies, finance, and investing.
Here is what you can expect!
Deep Dives are my 35+ page research reports! Released every 4-6 weeks! (Read my Deep Dive on Ferrari!)
Briefings are short 5-7 page articles on recent developments in an industry or a company! I plan to write 1-2 Briefings a month. (Read my Briefing on Netflix)
What is Global Equity Briefing
The goal of my newsletter is to learn all the ins and outs of investing. 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. My readers can expect deep dives into a particular company, its business model, strategy, financial performance, and valuation. I will analyze the news and various new developments that change the outlook for a company or industry that interests me.
Most importantly I especially choose to have Global in the name of my newsletter.
I believe there are plenty of companies in Europe, Asia, Africa, Australia, and South America that will be massive regional winners.
Furthermore, we are living through massive changes. A new global order has arrived. Climate change, Brexit, Donal Trump, the rise of China, the coming rise of India and Indonesia, collapse of Russia, reduction of European power, Nigerian population boom, rise of Saudi Arabia and its cold war with Iran, 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.
Stay up-to-date
Never miss an update—every new post is sent directly to your email inbox. For a spam-free, ad-free reading experience, plus audio and community features, get the Substack app.
Join the crew
Be part of a community of people who share your interests. Participate in the comments section, or support this work with a subscription.
To learn more about the tech platform that powers this publication, visit Substack.com.
