Sitemap - 2025 - Global Equity Briefing

December 2025 Portfolio Review!

Is Mercado Libre a Buy?

Nu is a Strong Buy!

10 AI Stocks for 2026!

A Legend Consolidating an $800B Industry!

AST Space Mobile Investment Case!

Long Pagaya!

Should you buy Eli Lilly or Novo Nordisk?

Eli Lilly vs Novo Nordisk!

November 2025 Portfolio Review!

E-commerce giants & the rise of Agentic Commerce: Amazon & Shopify

Is IREN a Buy?

IREN, AI Infrastructure Champion!

Presenting The Global Equity Portfolio!

Long Rubrik!

Is DLocal a Buy?

Nebius Upgraded 2030 Valuation Estimate!

Can Oscar 10x by 2030?

Is AppLovin a Buy?

Are Bulls right? A look into Palantir's incredible Q3!

My Top Picks for November!

Google Valuation Model!

Is Google a Buy after this monster Q3?

State of the Robotaxi Wars!

Grid Investment Supercycle Opportunity!

Nebius Valuation Model!

Is Nebius still a Buy?

Is The Trade Desk’s Growth Engine Starting to Stall?

Zeta Valuation Model!

Is Zeta a buy?

Exciting AI Infrastructure business poised for strong growth!

My Top Picks for October!

Nu Applies for US Bank Charter!

10 Fallen Angels to invest in!

EYE-CARE pharma at an inflection point.

Is High Tide a buy?

One of the best small-cap opportunities in the market!

Is Root a buy?

Grab Mart!

My Top Picks for September!

AI SaaS set to grow EPS by 711%

Cyber SaaS expected to grow FCF by 437%!

Nu AI Private Banker!

Can this iGaming small cap 5X?

Celsius: Valuation Update!

Celsius is a Rockstar!

Can ASML become Europe’s first $1T company?

Can AMD catch up to Nvidia?

Smarter Investing Starts Today with Global Equity Briefing.

10 Serial Acquirers to invest in!

Here is why Warren Buffett bought UnitedHealth!

Nu Q2 2025 Earnings Update!

Is AppLovin the next $1T AI Winner?

Is Celsius redemption here?

Is Adyen a great investment?

Is Oscar a buy?

Is Palantir a Buy? A look into Q2 2025.

Grab Q2 Earnings Update!

Google Q2 Earnings Update!

Is Stripe a threat?

How Adyen 20X'ed revenues in less than a decade!

10 Biggest Mistakes Investors Make

Organs-as-a-Service medical technology company!

Is Evolution a buy?

10 Monopolies to invest in!

AI Infrastructure play growing ARR by 684%!

Historical multiples don’t matter!

Could This Insurance Disruptor 5X?

Net Income Does Matter. Don’t just look at FCF.

Is Sea Limited a buy?

Fast-growing Fintech set to grow earnings by 363%!

Is TikTok Shop a threat?

Emerging Markets Fintech, growing payment volume by 45% per year!

How Sea 30X'ed revenue in 4 years!

Nu Q1 2025 Earnings Update!

Is Microsoft a buy?

Palantir Unclassified! Q1 2025 Earnings!

Amazon Q1 Earnings Update!

Is TMSC a buy?

Is Hims a buy?

Google Q1 Earnings Update!

Is Amazon a threat?

How Hims grew revenue by 5,434%?

Is Nu a buy?

Should you buy Meta?

Is Mercado Libre a threat?

How did Nu get 114M customers?

Stock Battle: Airbnb vs Booking.com

Huge acquisition and a possible stock recovery!

Could this small-cap 7X by 2030?

Should you buy Grab?

Is Grab a Monopoly?

Monster US growth, high profits, and strong FCF!

Is Tesla a buy?

How Grab got 42M Users to spend $17B on its platform?

Is Google a buy?

Should you buy Amazon?