Archive - Global Equity Briefing

December 2025 Portfolio Review!

-4.59% in December, +27.82% in 6M.

Dec 31, 2025 • Ray Myers

Is Mercado Libre a Buy?

2030 Valuation Model!

Dec 30, 2025 • Ray Myers

Nu is a Strong Buy!

Updated 2030 Valuation Model!

Dec 24, 2025 • Ray Myers

10 AI Stocks for 2026!

The year AI applications begin its rise.

Dec 18, 2025 • Ray Myers

A Legend Consolidating an $800B Industry!

QXO Investment Case!

Dec 16, 2025 • Ray Myers

AST Space Mobile Investment Case!

Revolutionising Satellite Communication!

Dec 13, 2025 • Ray Myers

Pagaya Investment Case!

Dec 9, 2025 • Ray Myers

Should you buy Eli Lilly or Novo Nordisk?

2030 Valuation Model, Eli Lilly vs Novo Nordisk!

Dec 4, 2025 • Ray Myers

Eli Lilly vs Novo Nordisk!

Part 2 of this Stock Battle.

Dec 3, 2025 • Ray Myers

November 2025 Portfolio Review!

-6% in November, +52% in 6M.

Dec 1, 2025 • Ray Myers

November 2025

E-commerce giants & the rise of Agentic Commerce: Amazon & Shopify

Equity analysis together with Ozeco's Crack The Market

Nov 30, 2025 • Ray Myers and Ozeco

Iren 2030-2032 Valuation Model.

Nov 28, 2025 • Ray Myers

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