Archive - Global Equity Briefing

6 Stocks to Buy Right Now!

Periods of high market panic often create the best opportunities to buy incredible businesses at a steep discount!

Apr 5 • Ray Myers

March 2026 Portfolio Review!

+143.56% Since Founding, a CAGR of 16.18%.

Apr 2 • Ray Myers

Don't Stop Investing During a War!

Why its important to not panic during the Iran War!

Apr 1 • Ray Myers

March 2026

Lumentum: Nvidia Moment or Hype?

Fast Growing Manufacturer of Lasers Crucial for the AI Revolution!

Mar 31 • Ray Myers

Grab Taiwan Entry: One-Off or A Blueprint For the Future?

Analysing Grab's $600M acquisition of Foodpanda Taiwan.

Mar 25 • Ray Myers

Sivers Semiconductors: Asymmetric Photonics Opportunity or Hype?

$360M Market Cap Swedish Semiconductor Small Cap, in a Multi-Billion Dollar AI Photonics Niche.

Mar 24 • Ray Myers

Klarna: 5x Opportunity or a Subprime Lender?

Undervalued BNPL Fintech building a Digital Banking business!

Mar 19 • Ray Myers

I Bought a Stock with 225-333% Upside!

Here is what I bought today!

Mar 18 • Ray Myers

Nebius $27B Meta Deal, $2B Nvidia Investment, and Tavily.

Premier AI Cloud in the Making!

Mar 17 • Ray Myers

Ondas Investment Thesis!

Consolidating the Military Drone and Robotics Industries!

Mar 15 • Ray Myers

Cipher Digital Investment Thesis!

Undervalued AI Data Center Developer!

Mar 8 • Ray Myers

Nebius Detailed 2030 Valuation Model!

Incredible 16 AI Data Center Under Development!

Mar 5 • Ray Myers

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