New Buy: Undervalued and Misunderstood Stock!

New addition to the Global Equity Portfolio!

Welcome to Global Equity Briefing, my weekly investing newsletter.

I am Ray, a passionate investor and equity analyst.

Today, I am adding a new stock to the portfolio!

I firmly believe that this is an excellent time to invest in great businesses, as the Iran War and AI disruption narratives have caused a sell-off in many good companies.

While the S&P 500 has largely recovered, many promising businesses are still available at a discount.

And today I am buying such a business.