Archive - Global Equity Briefing

October 2025

Google Valuation Model!

Is Google a Buy?

Oct 31 •

Is Google a Buy after this monster Q3?

Q3 2025 Earnings Analysis.

Oct 30 •

State of the Robotaxi Wars!

Briefing on the race towards vehicle autonomy!

Oct 29 •

Grid Investment Supercycle Opportunity!

Arteche Investment Case!

Oct 25 •

Nebius Valuation Model!

Is Nebius a BUY?

Oct 17 •

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