Global Equity Briefing

Global Equity Briefing

Home
Start Here
Top Monthly Picks
Deep Dives
Investment Cases
The Magnificent 7
Nebius
Zeta
Oscar
Nu
Grab
Celsius
Palantir
Emerging Markets
Briefings
For Free Members
Archive
About

Briefings

Is The Trade Desk’s Growth Engine Starting to Stall?
A guest article from Sergey at Compounding Your Wealth.
Oct 14 • 
Ray Myers
 and 
Sergey
5
10 Fallen Angels to invest in!
Investing Basics. #6
Sep 29 • 
Ray Myers
38
9
10 Serial Acquirers to invest in!
Investing Basics. #5
Aug 18 • 
Ray Myers
27
4
10 Biggest Mistakes Investors Make
Investing Basics. #4
Jul 8 • 
Ray Myers
9
10 Monopolies to invest in!
Investing Basics. #3
Jun 25 • 
Ray Myers
36
2
Historical multiples don’t matter!
Investing Basics. #2
Jun 17 • 
Ray Myers
12
5
Net Income Does Matter. Don’t just look at FCF.
Investing Basics. #1
Jun 10 • 
Ray Myers
18
4
Stock Battle: Airbnb vs Booking.com
Disruptor vs Goliath!
Mar 2
6
1
Stock Battle: Visa vs Mastercard!
Understanding the payments Duopoly!
Dec 15, 2024 • 
Ray Myers
22
1
Briefing: The Collapse of Nokia
Main causes and learnings for today's tech giants!
Dec 3, 2024 • 
Ray Myers
8
4
Stock Battle: Eli Lilly vs Novo Nordisk!
The explosion of GLP1s!
Nov 17, 2024 • 
Ray Myers
18
9
Introducing: The Dutch Investors!
Guest Post. Dino Polska vs Match Group
Nov 12, 2024 • 
Ray Myers
 and 
The Dutch Investors
9
© 2025 Ray Myers
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture