Global Equity Briefing
Subscribe
Sign in
Home
Start Here
Portfolio
Deep Dives
Investment Cases
Fintech
AI
IREN
Nebius
DLocal
Zeta
Nu
Grab
Emerging Markets
Briefings
For Free Members
Archive
About
Latest
Top
Discussions
SanDisk Investment Thesis!
Transition from cyclical commodity to high-value AI infrastructure!
Feb 18
9
2
1
Seat-based SaaS is Dead! What Comes After?
6-point checklist to survive the SaaS Apocalypse.
Feb 12
•
Ray Myers
17
4
Is Novo Nordisk a BUY?
Novo Nordisk. Equity Research! Part 3/3
Feb 10
•
Ray Myers
8
Here is what I am BUYING right now!
What to do during this pullback.
Feb 8
•
Ray Myers
7
2
1
Long IREN!
Updated 2030 Valuation Model!
Feb 7
•
Ray Myers
4
5
Here is why IREN is down 50%.
Q4 2025 Review!
Feb 6
•
Ray Myers
13
4
5
Blood in the Streets!
Novo Nordisk. Equity Research! Part 2/3
Feb 4
•
Ray Myers
7
2
January 2026 Portfolio Review!
Weak start of the year!
Feb 1
•
Ray Myers
6
January 2026
How Ozempic Transformed Novo Nordisk!
Novo Nordisk. Equity Research! Part 1/3
Jan 28
•
Ray Myers
13
2
3
Why Dilution is Not Always Bad!
Investing Basics #7
Jan 26
•
Ray Myers
9
2
2
SoFi Investment Thesis: Part 2!
Loan Platform Business, Crypto and SofiUSD Stablecoin.
Jan 22
•
Ray Myers
10
8
UiPath Investment Thesis!
From SaaS to Agentic AI!
Jan 20
•
Ray Myers
10
5
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
