Archive - Global Equity Briefing

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

February 2025

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts