Archive - Global Equity Briefing

April 2025

TSMC Investment Case!

Supreme Foundry Market Share, 5G, AI, Automotive, and China vs Taiwan!

Apr 30 •

Hims and Hers. Equity Research! Part 3/3

AI, Opportunities, Financial Analysis, and Valuation.

Apr 27 •

Google Q1 Earnings Update!

Beats on all fronts. Strong Search, Cloud, and YouTube Growth

Apr 25 •

Hims and Hers. Equity Research! Part 2/3

Management, Competitors, Moats, and Risks.

Apr 20 •

Hims and Hers. Equity Research! Part 1/3

The Story of Hims, Business Model, GLP1 Shortage, and Subscriber Statistics

Apr 13 •

Nu. Serving the Underserved! Equity Research! Part 3/3

AI Private Banker, Emerging Markets Expansion, and an Affordable Valuation!

Apr 10 •

Meta Investment Case!

3.35B DAUs, Growing ARPU, WhatsApp Monetization for just 21 P/E.

Apr 6 •

Nu. Serving the Underserved! Equity Research! Part 2/3

Competition and Risks

Apr 3 •

March 2025

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