Smarter Investing Starts Today with Global Equity Briefing.

Exclusive Investment Research to Help You Beat the Market.

Hello, my dear Global Equity Briefing Readers!

I have some big news to share!

I am launching a paid Premium tier of Global Equity Briefing!

Here is what my Premium Members can expect:

Top Monthly Picks - Each month, I will select a few stocks that I find likely to outperform.

These picks will focus more on short-term pricing movements and swift through market narratives.

• Recent developments.

• Unwarranted pullbacks.

• Insider activity.

• Potential catalysts.

Deep Dives – 8,000+ word detailed analysis of a company, delivered in 3 Parts.

• Part 1 – Brief History of the company and its Business Model.

• Part 2 – Management, Moats, Competitors, and Risks.

• Part 3 – Opportunities, Financial Analysis, and a Valuation Model.

You can expect a comprehensive research report that is educational, interesting, and provides actionable insights!

To see what you can expect, read my Palantir Deep Dive!

Members of the Premium service get access to my library of 11 Deep Dives and to all future Deep Dives, which will be released on a monthly basis.

Investment Cases – A short, concise report with actionable insights.

This report is about the size of a single part of a Deep Dive.

• Focused Investment Thesis

• Main drivers of the Bull Case

• Valuation Model

To see what you can expect, read my Oscar Health Investment Case!

Earnings Reviews and Updates – For companies that are of great interest to me and my readers, I will provide regular quarterly or semi-annual updates after earnings reports.

• Financial performance

• Business Update

• New developments

• Updated Valuation Model

To see what you can expect, read my Google Q2 2025 Earnings Review!

Pricing Structure

I strive to build a long-term relationship with my Premium subscribers, so I have chosen a pricing structure that emphasizes annual subscriptions.

Monthly Subscription: €25.

Annual Subscription: €150.

The standard practice is to give 2 months free for annual plans, but I have decided to give 6!

Small note, please go to the website to purchase the subscription, as if you do it on the iOS app, you have to pay the 30% Apple Tax. (The plan cost more there)

Thank you for being a reader. I look forward to seeing you on Global Equity Briefing!