Hello, my dear Global Equity Briefing Readers!
I would like to thank every single one of you, especially those early readers who have followed me since I had 0 Subscribers!
I have some big news to share!
I am launching a paid Premium tier of Global Equity Briefing!
Read till the end to get a special offer!
I started this investing Substack back in February 2024 to express my ideas and learn more about the art of investing. During my investing journey, I have made many mistakes, which I don’t want to make again. I realized that to become a better investor, I need to be more structured and methodical about it. So, I started putting my thoughts in writing on this Substack.
Since then, my publication has grown immensely.
I recently crossed the 2,000-subscriber mark and saw August article views surpass 20,000!
I want to not only continue this journey but also take it to the next level. So, I have resigned from my 9/17 corporate finance job and will, from now on, focus solely on Global Equity Briefing!
This means that my readers can expect higher-quality reports with deeper insights, delivered more frequently.
To fund this research, I am launching a Global Equity Briefing Premium service.
1. Here is what my Premium Members can expect:
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!
2. Free Subscribers
Don’t worry, free subscribers of Global Equity Briefing will still see value from my work.
Stock Battles – My comparison of companies operating in similar niches will remain free. Read my Visa vs Mastercard stock battle!
Briefings – Sporadically, I write articles in which, rather than looking at the particular company, I analyze basic investing principles, look at an industry, or something else. Read my article on the State of the Streaming Wars, and why Net Income matters!
Others – Occasionally, I will write other free articles, such as earnings reviews and Investment Cases.
3. 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!
Furthermore, to celebrate the launch of the Premium service, I am offering a unique one-time-only launch week discounts on the annual plan.
€50 Annual Plan.67% OFF Only Today!€75 Annual Plan.50% OFF till Friday.€100 Annual Plan. 33% OFF till Monday.
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!
Please advise how to access this subscription offer since when I google Global Equity Briefing.com it brings me to your substack page. How does this new subscription offering impact my current status as a paid subscriber on substack? Thx.
Congrats, Ray! Good luck!